If you want advisors who help you determine what’s best for your business…
You will find that Accountability Services focuses on making it as convenient as possible for you to work with us.
We provide a number of critical services geared to the needs of family and privately-owned businesses, always tailored to match both your goals and your budget.
Clients tell us our strong suit is developing close relationships by taking the time to know them personally and their business needs professionally.
If your business seeks more continuity and prioritized access to your accounting team as well as “do this,” and “stop doing that” advice, or even an accounting systems technology road map, you will benefit from one of our Growing Smart business services.
These monthly services are custom designed to your business. We will tell you what you need in the way of “compliance,” but then you also decide from a menu of other services what you and your business need. We will be right there with you as your business grows successfully and profitable.
Advanced Accounting Services
If you have financial staff onboard, but find the need for additional assistance, you may benefit from one of our Advanced Accounting or CFO-type services.
These services are designed for high-growth companies that need hands-on assistance with financial management, budgeting, business oversight, and strategy. With Advanced Accounting, we can work onsite at your office when needed. We will provide your company with part-time expertise in accounting, analysis, budgeting, forecasting, cash management, and with other diverse projects. We work at a senior level, counseling you and your management team, and guiding your existing staff toward the solution of complex financial problems and the development of improved management systems. Our Advanced Accounting clients enjoy the benefits of advanced expertise, while limiting the cost and commitment of additional senior staff.
Many of our Advanced Support staff have decades of financial experience and can help you arrange financing or credit, or develop a budget. Just as important, we will serve as clear-headed strategic planners to help ensure that your growth plans make optimal financial sense. We also offer some of these services on a project basis.
Tax Planning and Consulting
As our name implies, we are skilled in tax rules and regulations. You can rest assured that we will find every possible way for you to save money. We will then help you to put those savings to work for you, your family, and/or your business.
Our deluxe tax clients receive year-round concierge service. We also offer standard tax preparation.
There are clear strategies to being successful in audits but there are no clear cut formulas to getting through them. If you are selected for an audit, we have you covered. We can coach you, accompany you, or fully represent you in your audit.
Contact us for service descriptions and rates.
“After coming back to the UK in 1994, I started to do our US return using an Internet tax program. This worked fine until I started to get IRA distributions. Unfortunately, my accountant in the UK had not realized the implications or the US/UK tax treaty, which states that tax on such distributions must be paid in the country of residence. Thus, tax I paid to the IRS should have been paid in the UK, and so returns for several years had to be refiled in an attempt to retrieve tax from the IRS. I started to work with Accountability Services, who were recommended by my broker, and they were able to sort out the mess in an efficient and timely manner. I continue to use them to file my annual US Return.” –I. Sinton, Individual Tax Client
"Accountability Services supports the growth of our business and we bolted them into that process. It's no hassle, no muss, no fuss. It's like switching on a light. We expect electricity to be there. They were the ones who initiated the idea of doing a mid-year health check. It's easy to get caught up in day-to-day activities and what's most pressing, and not to think about when the fiscal year ends. They are also proactive. We've opened two other restaurants, and they have helped us to think ahead and to learn from our previous restaurant. For example, there is a certain filing when you register an LLC that they reminded us to submit. It's a nice safety net to have someone else also remembering what you need to do." –G. Petrillo, The Skillet Group
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