Core Services

At The Business Guides we offer CPA-guided financial services exclusively for small business owners. We are small business experts, certified to guide owners in all aspects of business from start-up, to business sale, and retirement. 

Our comprehensive services reflect on our experience working with small business owners for more than 30 years. We understand that tax planning and preparation is just part of what our clients need to successfully build business value, sell their business, pass it on, retire, or move on to the next chapter. 

We offer affordable, fixed fee services in customized packages, designed to meet the unique needs of each client. You’ll always know our costs up front, no surprises!
 

Tax Preparation, Planning & Compliance

We believe in planning, planning, planning, so there are fewer surprises and more opportunities at year end. Our team specializes in small business taxes, so clients get up-to-date expertise and guidance.

•             Income Tax (Corporate and Personal):

o             Mid- and year-end planning reviews

o             Tax return preparation & e-filing

o             IRS correspondence services and audit protection

•             Corporate Compliance:

o             Guidance on entity choice or update

o             Annual corporate compliance assistance

Business Analysis

Regular meetings with our team are designed for the business owner who wants to take a closer look at profit and loss, with eyes on their budget and quarterly analysis. This advisory service works well for business owners who are generating more revenue, want to add employees and/or benefits, and are seeking help with reliable business data tracking & management systems.

•             Customized quarterly business analysis meetings

o             Cash flow management

o             Industry comparison

o             Profit/loss ratios, trends, percentages

o             5 ways to grow your business (analyzed)

Personal Financial Freedom

Saving our clients money, streamlining their financial systems, building the value of their business, and helping them successfully retire is The Business Guides’ sole focus. We offer these services to guide clients to financial freedom:

•             Retirement & Social Security Planning

•             Financial Life Plans

•             Business Owner Exit Plans

•             Financing Strategies

•             Business Owner Education