Small Business Planning and Consultation

Let Us Help You Customize a Small Business Accounting Solution, So You Can Get Back To Running Your Business.

Focus On Generating Revenue And Taking Care Of Your Business

When you are a small business we know how busy things can get. We want you to be able to focus on generating revenue and taking care of your business, so we provide all the accounting services you will need to keep things running smoothly. We can help you customize a solution that will fit your needs.

The basic tasks that are needed for a strong business accounting system include a balance sheet, income statement, bank and credit card reconciliation and reporting on your general ledger. If you would like to include additional needed services we can also provide you with payroll services, tax planning, and tax preparation.

Our “Basic” Plan For Small Business Accounting Services

Bookkeeping – Monthly financial statements (P&L-cumulative statements of income and expenses, balance sheet, transaction list, bank reconciliation); pick-up/ delivery of your records & statements
Payroll – ‘Live’ payroll utilizing PAY-CYCLE; ‘After-the-fact’ payroll for federal, state, and local reporting purposes
Tax Return Preparation – corporate, partnership, trust and estate tax returns
‘Your Virtual Accountant’ – 24-7 accessibility for your accounting and business related questions by phone
Independent Financial Statement Audits – Audits performed in accordance with Generally Accepted Auditing Standards and U.S. Government Yellow Book

Small Business “Expanded” Services

We understand the needs of small businesses and hence offer the following expanded services.

Business Planning – writing custom Business Plans for your business after client consultations, detailed market research & analysis
Marketing / Strategy Development – planning/ implementing Internet & promotional campaigns; experienced “direct” mailing strategies
Financial Budgeting – financial operations planning and capital budget planning
Cash Flow Analysis
Loan Application Preparation
Accounting Software – selection, installation & software training
Operations – shop/store layout, work-flow and system analysis and efficiency/effectiveness evaluation
Personnel – Internet recruitment, selection methods, & training

Benefits you will receive:

Profit and Loss Statements will help you monitor your business better, allowing YOU to see developing trends and to help YOU plan for the future.
Use us as a sounding board in all important financial decisions. This will help YOU make the right decisions and help YOU understand the new tax laws.
Peace of mind knowing your tax reports are correct and filed on-time, saving YOU money in penalties and interest for late filing.
Keep your money! The more YOU make the more the IRS wants. We will show YOU how to keep your money legally.
We come to YOU each month. We make sure that your tax reports to the state and federal authorities are filed on time.

10

Oct

Filing your return isn’t an easy task, and even the most careful and hard-working people can make mistakes and misfile some of the necessary sections. You may forget some sources of income, receive tax amendments, or even find out that you may be eligible for some deductions you didn’t claim. The IRS is well aware […]

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10

Oct

People moving to Canada have been rated highly due to their economy alongside healthcare, education, and safety as well as their openness to immigration. The benefits of permanent residency (PR) are self-evident. However, moving to Canada as an employee, student or entrepreneur, through the family or by other avenues, requires the person to be well […]

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10

Oct

Most Americans considering relocating come to Ireland first, and for good reason. It’s English-speaking, culturally rich, and has good relations with the U.S. This makes moving to Ireland easier than the rest of Europe. Though Ireland is breathtaking with its high-quality living, Americans need to assess their planned move regarding residency, taxes, and financial planning. […]

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Marc has been both my business and personal accountant for several years. During this time I have had a number of small businesses and bought and sold real estate. I know that I can rely on Marc to do the best possible job for me in any financial situation.

JEAN WILCOX

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Mon – Thur – 9AM-4PM
Fri, Sat – By appointment only
Virtual – Anytime

Small Business Planning and Consultation