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Putting the small business owner first is what makes our company different than most. During an initial consultation, we listen more than we talk. We need to find out about your goals, objectives, what systems currently work for you and what systems you’d like to improve. With that, we can better coordinate the best ways we can service you and your business. Total Accounting for Small Business is accounting experience built on integrity.
Integrity is more than a catch phrase for us. It encompasses professionalism, responsiveness, quality, honesty and hard work.
We provide integrity to our clients. We will be honest and fair in our dealings with you. We will provide better service than you’ve received elsewhere. We strive to pay for our services through the tax or budget savings we help you find. While we’re familiar with the tax law governing many industries, we will be honest in our level of understanding and experience with your industry. We won’t be a fit for everyone, and if that is the case we won’t waste and of your precious time or hard-earned money.
We will provide integrity to the governing agencies. We want to help you live the American Dream! A big part of integrity is playing by the same rules and regulations as everyone else in your industry. Although it’s sometimes hard to agree with every tax code, license requirement or code regulation out there, until the agencies change those requirements, it is important to stay compliant. Staying compliant gives you freedom to grow and expand without any repercussions from an agency.
We’ve been operating our own small business for almost 20 years. We’ve worked with over two hundred small businesses and serviced more than four hundred individuals with a high rate of retention. Our accounting experience is based on education AND practical use.
It requires extensive schooling and continuing education to understand the overall health and trends of a business. Our consultation form covers over 40 different general business topics. That’s before we start to cover your industry specific needs. Our tools and analytical software, along with your industry knowledge can help you confidently set goals to accomplish your American Dream!
For the individual, a lot more than financial data can effect your personal taxes. We look at all your tax documents in comparison to last year, to be sure you have received and provided all the necessary forms. We provide a tax organizer with the information from the prior year filled out, to help you know what items we used to prepare your return previously. We try to engage and communicate with our clients throughout the year to be aware of any life event changes that might affect their taxes. For individuals with complex tax situations, or concerns, we offer tax planning with an extensive fall review. Our main objectives for our clients is for them to not have any tax surprises, to understand their tax obligations, to accurately and timely file those reports, and to maximize their tax savings, of course within any and all ethical guidelines.
Most accountants are introverts. We tend to like numbers better than people. This is why it is so hard for small business owners to find accountants that know how to communicate! This is the number one reason why small business owners switch to us from other accountants.
Financial data and business operations are the keystone to your success. Understanding all the moving parts of your business, your community, your client base and your accounting require constant communication and trust. As an added value to our clients, if we come across anything in our professional studies related to your tax or industry, we communicate it immediately and work with you to incorporate any adjustments into your plan.
We have all the operating tools in place to expedite communications: email, cell phones, website, client portals, newsletters and social media which you are welcome to participate in as much or little as you chose. All information provided to us will be treated with discretion and confidentiality within the guidelines of our professional standards.
It is our goal to reply to any questions within 24 business hours. We do not charge for questions; as it is our philosophy that prevention is easier than clean up!
If the question is complex and would require research and study, we will let you know that a consult is required to provide complete and accurate assessment of your options. Consults are billed based on the complexity and time needed to confidently and accurately assess your situation.
We welcome you to rely on our accounting experience! Contact us for your free consultation today!