Consulting and Planning

At By The Books Accounting, we focus on building close client relationships that add long-term value.  Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our company brings years of financial and business insight and experience to help improve your business decisions or place differing opinions into a meaningful context, all of which adds up to more success for your business.

Whether you are developing a retirement investment strategy or evaluating current investments for their ultimate retirement benefit, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.

The type of business entity within which you choose to conduct your business activities can have a significant impact on the amount of taxes your company will owe and the liabilities to which your company will be obligated.  We can assist you in selecting the type of entity that is best for your type of business activity. From your company’s inception through its growth and development, we can advise you on the advantages of each entity choice and even change your entity selection as your business activities mature.
We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.
We can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid.
We can help your business identify areas negatively affecting profitability and growth. We also assist you in developing solutions that are practical and technically sound, in addition to providing comprehensive and flexible strategies that address the issues affecting your business.

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day-to-day operations. We can guide you through the complex process of preparing your company for its inevitable sale or transfer to new owners.

We can coordinate with your lawyer, investment broker and third-party benefits administrator to help you develop and implement benefit, retirement, or profit-sharing plans geared towards rewarding your employees and reaching your company’s financial and business goals. We can also help maximize tax advantages in implementing these plans.