ABOUT
TAX PLANNING / STRATEGY
Every quarter we estimate your potential tax liability based upon current financial results to ensure that you are not subject to unnecessary penalties and interest. By coupling this service with on-site accounting, we can structure transactions to provide you with the best operational and tax results.
BUSINESS AND PERSONAL TAX RETURNS
No surprises. The key to providing top-shelf tax preparation is to ensure you are not hit with unexpected results. By reviewing your financial and tax activity throughout the year, we eliminate unwanted penalties. We do not believe in extending tax returns, unless absolutely necessary.
ON-SITE ACCOUNTING SOFTWARE TRAINING
A simple, yet effective method to controlling costs is to train you and your staff on maximizing your accounting systems functionality. We can show you how to analyze revenue generation, cost expenditures, cash flow and other key components of your business. Training is provided with the on-site accounting service or “as needed”.
BUSINESS/FINANCIAL CONSULTING
Beck Financial Group works with your business during all its phases (from startup to maturity to succession) to ensure that you are positioned to reap the benefits at each stage. Just a few of the many services we offer are:
- Business Plan Development
- Choice of Organizational Structure
- Budgeting and Forecasting
- Strategic Planning
- Cash Management
- Retirement Planning
- Buy/Sell Agreements
- Business Financing
ON-SITE ACCOUNTING
On a monthly or quarterly basis, we come to you. We work with your bookkeeper(s) to ensure your books are accurate and relevant. We review your financial results, propose changes, train your staff on proper accounting techniques and determine quarterly tax estimates. We use this time to discuss your company’s financial and tax results and answer any questions you might have.
Beck Financial is well versed in QuickBooks and Peachtree accounting software, but we can work with any financial accounting platform that accommodates your accounting needs.
OUR SERVICES
The principal purpose of accounting is to assist companies in identifying financial opportunities. These opportunities are often overlooked because of the overwhelming minutiae and technical issues of accounting and tax. At Beck Financial Group we help you uncover those opportunities that allow your business to grow. And we represent that information in a simple and straight forward manner that allows you to remain focused on your business. From tax planning to software training, Beck Financial Group is committed to bringing you results.
