Small Business Services to Support Growing Companies

Providing advisory and support services from startups to established businesses

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Our Small Business clients value:

A Trusted Advisor
to help navigate decisions and challenges unique to their business

Accounting Guidance
for accurate and efficient reporting to manage profitability and cash flow

Tax Planning
to maximize savings opportunities and ensure there are no surprises

Employer Support
as the business grows and expands its team

Peace of Mind
from working with accounting and business advisory experts

Our Services

Accounting Assessment & Setup

  • Accounting system assessment
  • Setup or clean-up of accounting records
  • Training and support for your team
  • Assistance in developing scaleable systems that will grow with your company

Comprehensive Tax Services

  • Proactive tax planning
  • Tax preparation and filing
  • Assistance with entity choice considerations
  • Employee benefit & retirement plan analysis
  • Special Projects
  • Examples of special projects:

Analysis of New Business Opportunities

  • Hiring Your First Employee
  • Evaluating Rent vs. Own Options
  • Evaluating New Software Integrations
  • Assistance with Budget or Cash Flow Analysis

Accounting Assistance & Oversight

  • Accounting assistance and monitoring that complements your team’s skills
  • Periodic accounting assistance or monitoring at least 3x per year, quarterly or monthly
  • Coordination or evaluation of software integrations to maximize efficiency and accuracy
  • Training and team support
  • Business Coaching Services
  • 1-on-1 Coaching or Group Training on topics such as:

Budgeting & Cash Flow

  • Business Health Checkups
  • Minimizing the Risk of Fraud
  • Using Financial Information to Manage Your Business
  • Team Development and Human Resources
  • Risk Management
  • Process Improvement & Efficiency
  • Managing Business Growth
  • Succession Planning
  • Owner Wealth Management & Retirement Planning

How we work with you

The Small Business Services team brings the capabilities of a fully-staffed finance department.

Our team has a deep understanding of best practices and processes to the bookkeeping and accounting function. Team members support companies from a wide range of industries and size, and bring a customized solution and suite of services to each client.

Our program provides financial management excellence to entrepreneurs that allows them to focus on the operating side of their business.

Meet the Small Business Advisors

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