Business Consulting and Planning Services

A key element of our public accounting practice is helping business owners with tasks such as formulating workable small business strategies and crafting winning business plans. For a small number of businesses, we can even, in very special circumstances, provide a CPA to function as the chief financial officer on a part-time basis. (Note: Such an engagement requires a two-day-a-month written retainer--time that must be in addition to any tax planning and preparation work performed.) If you need these types of general business consulting services, please call us.

Note: Two of the items listed below need to be explained. The "Building a Business Planning Workbook" item is actually the HTML version of a chapter in our book, MBA's Guide to Microsoft Excel 2000. The BIZPLAN.XLS item is the Excel workbook that the chapter discusses. If you use these resources, you'll be interested to know that the MBA's Guide to Microsoft Excel 2000 has been used as a text for business planning classes, workshops and seminars at a number of top-ranked graduate business schools, including Notre Dame, Columbia, Dartmouth, and Thunderbird.

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Additional Tax Information for Small Businesses

This website provides hundreds, maybe even thousands of pages of free information covering topics like small business and individual taxes, financial and business planning, and general accounting. But I also sell three, modestly priced and instantly downloadable e-books with additional, more specialized information (see descriptions that follow). Each book, by the way, covers tricks and techniques that should easily save a small business or investor thousands of dollars annually.

The most powerful tactic for saving small business taxes? Often, simply arranging your affairs to maximize deductions produces giant annual savings. Read More

Operating or planning to operate your firm as an S corporation? The trick here is setting the right shareholder salary. But finding the sweet spot is tough. Read More

Real estate investment in this tough economy produces pretty good returns. But savvy tax planning can boost your profits by thousands of dollars annually. Read More