SMALL BUSINESS SERVICES

Small Business Services to Support Growing Companies

Providing advisory and support services from startups to established businesses

Image of small business owners with their employees

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

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

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

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

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.