We see the same dynamic in small businesses all the time…Maybe you have a bookkeeper and then in April your CPA preparing your taxes says you should have done this-or-that. But it is too late.
The disconnect of having 2 separate people (a bookkeeper and a tax person) working on your numbers independently is neither are incentivized to talk to one-another throughout the year. Maybe you’ve experienced this dynamic where you bring your numbers to your tax person and they claim to save money on your large tax bill that you should have done this list of tax strategies prior to 12/31.
Why not have ongoing tax strategy planning with your growing profits throughout the year so by 12/31 you are in the best position possible to minimize your taxes as much as legally possible.
You would be surprised how many clients we’ve experienced don’t really care about following our advice and saving as much tax dollars today – they would just rather pay the IRS more money today and not worry about tax deferral or strategy planning. That is nuts!
An integrated team is crucial to delivering you and your business a seamless financial experience. We do this by providing our valued clients with:
Accounting/Bookkeeping - Data management and reconciliation
Controller Advisory - Reporting, customized financials & your KPI’s
CFO Services - Strategic plan, predict, measure and achieve your goals
Tax Strategy - Ongoing planning throughout the year so you are on track by
Wealth Building - Growing and protecting your hard-earned $$
Whether you’re a small business or a growing enterprise, our team is here to help with any combination of the following accounting/bookkeeping needs:
We know…most people we initially encounter see bookkeeping as just a task, not a necessity. Of course, we think a little differently. 🙂
Most potential customers we struggle with knowing their true taxable profit. If you do not know your numbers – and how much tax you will owe this year - how will you know if you can afford to invest in that great marketing idea, or make that big purchase you are considering, or know how much cash you have to save for a rainy day.
We exist to provide you updated financial information as timely as possible, and be your valuable CPA resource for any of your financial questions.
If there is anything we cannot professionally handle, we have a large referral network too.