small to mid size business

During tax season, clients are pouring in and your accounting firm has never worked so hard. But after the dust settles, there’s not as much work for long stretches of time. Discover how you can maximize your year-round profitability and improve client loyalty..

Business Entity Selection

The business entity — LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the best decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Bookkeeping Services

If your business does not currently have an accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

Catch-up bookkeeping is available to bring a company’s financials up to date. “Rescue” projects may include all document sources to enable tax preparation or begin active financial review.

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Business Tax Preparation

Rochelle Margucci is an Enrolled Agent, and her specialty is business tax returns.  We work with you throughout the year to ensure you are tracking the right information, making tax-related decisions based on your entity structure, and take the stress out of the tax preparation process.  We keep up to date on the latest tax laws to provide the best services available.

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Business Consulting

As a true business partner, we are available to help you deal with challenging business problems and create opportunities. We stand ready to engage in business consulting to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel and non-profit board to develop and finalize accurate and timely financial statements. We schedule a quarterly financial review with each bookkeeping client to explain statements and offer suggestions to strengthen their business.

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Software Solutions

There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business, financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.

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Financial Analysis

When a business is able to undertake intense financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. It starts with focus: what numbers are important, and which don’t deserve a lot of attention. Cash flow analysis is a powerful analytic tools to help project upcoming peaks and values,  strategic spending and sales needs.

We are ready to provide this type of financial analysis to support the continued prosperity of your business.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population becomes. We offer direct deposit and on-line access for employees at no additional cost .

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exit strategy

Exit Strategy

Many small businesses have the ability to outgrow the founders’ professional lives. If you don’t want to work forever, if you want your legacy to continue, if your customers need your continued products or services, let’s develop an exit strategy. Will family members resume management, or will an employee take the reins, or will the company be sold? We will show the value of the business today, and advise how can it be improved. How much time do you have until you want to retire? We also recommend contingency plans for business continuation.

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Sales Tax Filing and Preparation

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

In recent years, the local tax collectors have put more focus on businesses, including non-profits, to ensure they are filing their property tax statements in a timely manner. Of course, it’s about collecting the tax revenue that your business may generate. Let’s ensure your inventory and fixed assets are reflected correctly on the balance sheet, and use those schedules to complete the tax form with any necessary updates.

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A DIRECT RELATIONSHIP

We pride ourselves on our abilities to offer seamless partnership with internal bookkeeping staff and controllers. We place a premium on using the knowledge and experience we have accumulated over the years to provide the highest quality service and ensure the well being of the businesses we serve.
-Rochelle Margucci , -Susan Wilson

SOLUTIONS MANAGEMENT for your professional and personal taxes and accounting needs.
Why we love what we do

We are grateful to our many clients who have trusted us with taking their business to the next level

SOLUTIONS MANAGEMENT for your professional and personal taxes and accounting needs.