Becoming a trustworthy business counsellor will assist your firm in charting a road to future success.
Our monthly accounting services are supplemented by our trusted business advisor professionals. This is due to our one-of-a-kind mix of talents, abilities, expertise, and strategic relationships. Although we may not have all the answers, we have the resources to function as a “general contractor” in gaining knowledge in these areas.
As a trusted adviser and part of your management team, our mission is to keep you responsible for making these business choices regularly.
Monthly
- Examine the financial accounts
- Asset additions and subtractions
- Solve accounting issues
- Any new tax or accounting adjustments will be communicated.
- The use tax
Quarterly
- Meet with the owners to go through the financials.
- Compare financials to the previous year.
- Reports on payroll taxes
- Personal tax planning
- Update on the corporate minutes
- Employee problems
- Problems with subcontractors
- Examine the “Top 5” business concerns.
- Industry comparison reports are issued semi-annually.
- Procedures for internal control
Annually
- Budgets
- Examine your insurance coverage (health, liability, workers’ compensation, life, and property/casualty).
- Exit strategy
- Buy/sell
- Banking
- Updates in tax technology
- Legal analysis
- Marketing strategy
- The employee handbook should be updated.
- Updates in payroll forms
- Plans for retirement