About
Accounting, Tax Compliance, Tax Reduction Strategies, CFO and Advisory Services
Benefits of working with a Proactive vs. Reactive Accounting Firm
We take the time to understand your personal and business situation as well as your goals and expectation. Doing so, allows us as your Trusted Advisors to craft solutions that take a holistic approach to your own individual unique situation. Managing your Business Books is not just about making sure your Bank Accounts are reconciled, or that your books are in good order. As your Trusted Advisors we proactively help you understand the story behind your business numbers and, help you uncover ways to improve your business performance and improve your Cash Flow.
From a Tax standpoint, we focus on identifying and implement proactive tax reduction strategies before the end of the year and, project future tax liabilities so that you can avoid unpleasant surprises at tax time.
Business Accounting
Proactive
Records are updated daily giving you a true real-time view of your Business Finances, and better control over your Cash Flow.
Reactive
Records are updated Monthly or Quarterly, only giving you a historical view of your business finances with little to no insight on future Cash Flow needs.
Financial Reporting
Proactive
Regular Monthly video analysis of your Financial Reports, we help you understand the story behind your Financial Reports.
Reactive
Financial Reports are sent to you either Monthly or Quarterly with little to no analysis and guidance. You are left to review and uncover the information from your Financial Reports.
Tax Planning
Proactive
Regular Meetings to help you implement proactive year-round Tax Reduction Strategies and Estimate Tax Liability based on the latest Business Projections. Avoid the stress associated with discovering a large unplanned tax bill on April 14th.
Reactive
Very little to no proactive tax reduction strategies are implemented throughout the year. Tax Planning is only limited to sporadic conversations regarding estimating Quarterly Tax Payments based on prior year historical information.
Tax Preparation
Proactive
Tax Filing and Reporting is easy and painless because all Accounting and ongoing Tax Planning was implemented throughout the year. Missed Tax Deductions and Credits are reduced to a minimum because of ongoing Tax Planning Meetings.
Reactive
Filing Tax Returns often involve completing complex organizers and rushing to adjust inaccurate Business Accounting Records with a high likelihood of missed deductions or opportunities. Because of the lack of planning throughout the year, you often miss potential strategies that could have saved thousands of dollars in taxes.