As a small business, we understand firsthand the important role you play in your community and the responsibilities you have. We also understand the challenges inherent in managing your business—accounting, short and long-term financial planning, staffing, marketing, just to name a few.
Our advisors have spent their careers designing and implementing strategies that help small business owners manage these challenges efficiently, while simultaneously maximizing their profits and minimizing their taxes. These strategies work for hundreds of our small business clients nationwide. No matter your size, industry, or goals, these strategies will work for you, too. Contact us today.
REVENUE ENHANCEMENT:
- Increasing customer volume through targeted marketing
- Defining your market more accurately
- Testing profitability of additional services
- Inventory control
- Establishing effective embezzlement controls
OVERHEAD REDUCTION:
- Properly managing staffing levels and costs
- Maximizing the use of technology
- Analyzing, comparing, and reducing the costs of your supplies and services
BUSINESS MANAGEMENT:
- Compliance
- Business planning
- Human resources
- Buy-ins
- Exit strategies
TAX MINIMIZATION:
Reducing income tax by changing how you claim deductions for:
- Auto leases
- Auto expenses
- Promotional expenses
- Travel
- Equipment agreements
- Home office activities
- Meetings at your home
- Retirement plan contributions
- Insurance
- Shifting income among family members
