Tax Financial Planning
Creating data-informed strategies to help your business prosper.
Financial planning is one of the most important aspects of any business. After all, a failure to plan is a plan to fail! Having a sound plan in place can help you get a loan, pay your employees, and, ultimately, scale your business. It all starts with your goals and creating a strategy that will help you reach them.
To create that strategy, we start by taking a comprehensive look at your business data. We’ll analyze things like your cash flow and positive trends to help us get the top-level, big-picture view of your business finances. Putting together budgets, forecasts and management reports is the next step and helps us begin to track your progress towards your goals.
What working together might look like:
Creating budgets & forecasts for your business finances
Retirement planning
Determining the best time to hire more help
Proving loan eligibility
Long-term strategy & growth planning
Case Study:
Brent and Stephanie came to us with three businesses and a lot of questions. From recently getting married and combining their personal finances, to regular bookkeeping needs, to tax preparation and financial planning, they needed a financial advisor who could take everything into account and help organize a plan for their business finances overall.
We started by gathering their business data to analyze. After several conversations, we decided the first course of action would be to set up an S-corporation to consolidate their personal income and help alleviate the burden of self-employment taxes. We also set up monthly bookkeeping services and prepared their first personal joint tax return.
As their businesses continue to grow, we’ve laid the groundwork for better analytics and planning for whatever goals they want to pursue next.
Services:
Tax Preparation
Business Entity Formation
Monthly Accounting Services
Tax Financial Planning
Businesses Served:
1 property consulting company
1 commercial construction company
1 visual design & marketing company
“When we came to Trish, we’d never worked with an accountant or financial advisor before and knew we needed a lot of help. Trish listened to our situation, the details about each of our businesses and was immediately able to make recommendations to help us save on our taxes and start planning better for the future. We so appreciate how approachable and down-to-earth Trish and her team are–they truly care about their clients and are willing to sift through all the small details to find the right solutions that work best for us. Their expertise has been invaluable and has given us much-needed peace of mind when it comes to all-things business finances. Thank you!”
Brent & Stephanie Jones
Let’s roll up our sleeves.
The first step is just a simple conversation. Give us a call or request a free 15 minute consultation to get started and determine the best next steps.
(504) 304-2223
