Philosophy
The most common complaint from our new client is that there is no communication from their prior CPA throughout the year, and when the tax return is completed, it arrives in the mail with no explanation of any kind. Don't accept this kind of treatment!
Scroll down to view OUR approach to YOUR company financial management.
Our Modern Approach
To Business Financial Management
Old Approach
OUR Approach
Manual entry of transactions, posting of adjusting journal entries after the fact
Automated data collection, real-time journal entries, and timely reconciliations using QuickBooks Online
Requiring clients to submit QuickBooks Desktop files, resulting in late completion of financials (30-60 days after month-end)
Financials are current (provided 5-15 days after month-end close)
Tax planning is non-existent, often resulting in paying too much in taxes
Providing budgets, forecasting tools and a working Tax Planner where tax savings strategies are communicated regularly
Annual business review
Monthly or Quarterly business reviews
Outdated calculation of estimated tax payments
Accurate and ongoing calculations of estimated tax payments
Filing (potentially costly) extensions for tax returns
Tax returns are filed on time