Each month, you’ll receive financial reports that clearly show how your business is performing and what’s driving results.
Track trends in revenue, expenses, and profitability to identify opportunities, catch issues early, and make more informed decisions.
We gather everything needed to close the month, including bank and credit card activity, loan statements, payroll reports, and supporting documents.
We reconcile every account, review coding, book recurring entries, close the month, and deliver your complete financial package.
Tax filing reports the past. Tax planning reduces your future tax bill. Most firms only do the filing. We work with you year-round to lower what you owe.
We run mid-year and year-end projections so you know your tax bill before the year closes. That means no surprises at tax time, better cash flow planning, and the ability to accelerate purchases or time deductions before December 31.
01
Entity selection and structure
Whether how you are set up still fits what the business has become.
02
Deduction timing
Strategically timing income and deductions to maximize your tax savings.
03
QBI deduction maximization
Structuring income and wages so you capture as much of the qualified business income deduction as you are entitled to.
04
Retirement plan optimization
Leverage tax-advantaged retirement accounts to reduce current taxes, including Solo 401(k) and SEP IRA plans.
05
Self-employment tax and owner salary
Evaluate whether an S corporation election can reduce your self-employment tax, and set an owner salary that is defensible.
06
Pass-Through Entity Tax Election
Evaluate whether a PTET election can reduce your federal tax bill.
Advisory meetings are included in every engagement. How often we meet depends on how much support you need and which package you choose. During these calls we review your financials, discuss tax planning opportunities, and address the finance and accounting issues you are dealing with.
Year-round access for questions, plus a Q4 advisory call covering tax planning and a tax projection.
Quarterly advisory calls, cash flow forecasting, and a profitability and expense review each quarter.
Monthly advisory calls and deeper reporting, for owners who want to hand off the accounting function entirely.
Please share a few details so we can make the most of our time together.