If you want advisors who help you determine what’s best for you and your business…
You will find that Accountability Services focuses on making it as convenient as possible for you to work with us.
We work with business owners who value our input, wanting help to achieve business and personal objectives.
Clients tell us our strong suit is developing close relationships by taking the time to know them personally and their business needs professionally.
This is for companies that realize having a separate bookkeeper and accountant is more costly than having an integrated solution.
We do what you would expect most accountants to do in terms of taking care of your books and taxes. However, we go a step further to try and exceed your expectations by understanding your problems and frustrations and helping you on the journey to realize your business and personal goals.
These monthly services are custom designed to your business. We will tell you what you need in the way of “compliance,” but then you decide from a menu of services. We will be right there with you as your business grows.
Advanced Accounting Services
While the basics are critical, accessing your financial data to make better decisions, requires advanced knowledge and guidance. You can think of these Advanced Accounting Services as "insights" level accounting. Our "VFOs" (virtual financial officers) provide part-time financial expertise to growing businesses. We meet with management on a periodic basis, provide in-depth financial analysis with the aim of improving the effectiveness of their business strategy, organizational performance and operational processes. Each engagement is customized to each client's needs.
"Anything that is measured and watched, improves."
-Bob Parsons, founder of GoDaddy
Business Modeling, Forecasting, Metrics and Analysis
We help transform businesses. We work with company's decision makers to advise on, among others, strategy and organizational matters. We can be asked to collaborate in the development of a new strategic plan to, for instance, realize more growth, create hiring models, or advise on innovation or cost reduction strategies.
Tax Planning, Strategy, Consulting and Preparation
It's not what you earn that matters, it's what you keep. 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 guide you toward making those savings work for you, your family, and/or your business.
Our deluxe tax clients receive year-round concierge service. We also offer standard tax preparation.
Estate and financial planning is best done by a team of professionals who work together. Your CPA is a key player on the estate planning team along with your attorney and investment advisor. Soaring real estate and stock market values have made accumulating, preserving and disposing of wealth much more difficult than ever before. We have knowledge of the tax implications of decisions you make (or don't make) in structuring your estate and can help assure that you meet your estate planning goals to minimize the taxes and maximize the portion of your estate that will pass to your heirs.
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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