Flexible + Accessible Financial Planning Services to Meet Your Business Needs

Starting and managing a business is one of the greatest challenges you will ever undertake. We understand, because we are a small business! We can help you prepare for the future so you can focus on what you do best – to dream big, and make those dreams become a reality.  

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Tax Services

Our aim to help you navigate the complexities of tax planning and preparation decisions related to your business while providing you with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

 

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Audit + Assurance Services

Timely, accurate and understandable financial statements can be crucial in gauging your business's performance and to assess the strength of its financial position.  Depending on where your business is in its life cycle, your organization may be subject to some level of financial reporting.

Our team will work with you to help ensure that you are meeting all your financial reporting requirements in an efficient and effective. We provide audit, review and compilation services for commercial entities, non-profit organizations, and employee benefit plans.

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Accounting Services

From start-ups to established enterprises, businesses like yours rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment and tax planning.

 

These services include but are not limited to:

• General ledger and financial statement preparation

• Bookkeeping (Monthly, quarterly, or annual)

• Accounting system setup and support

• Payroll processing

• Cash flow budgeting and forecasting

• Personal financial statements

• Corporate tax planning and return preparation

• Litigation support

 

 

Business Consulting + Advisory Services

We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that will help you face the myriad challenges of business planning and execution. You will benefit from objective analysis that 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. 

 

These services include but are not limited to:

• Entity selection and restructuring

• Accounting software selection, implementation, and support

• Financial projections and forecasts

• Debt and finances advising

• Mergers and acquisitions

• Transaction structuring and negotiations

• Business succession

 

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Estate and Trust Planning + Business Valuations

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Connolly, Steele + Company, PC's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

 

 

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

 

 

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Connolly, Steele + Company, PC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

 

 

Entity Selection + Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Connolly, Steele + Company, PC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

 

 

QuickBooks Accounting Help + Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

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Connolly, Steele + Company, PC offers the following solutions to help meet your QuickBooks needs:

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Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.

 

Installation

We install QuickBooks on your stand-alone computer or in a network environment, in either single- or multi-user mode.

 

Setup

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

 

Support

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

 

Review

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

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Payroll Services

Connolly, Steele + Company, PC's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

 

 

Cash Flow + Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Connolly, Steele + Company, PC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

 

 

Financial Projections + Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Connolly, Steele + Company, PC combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

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Technology Services + Consulting

As technologies rapidly advance, companies increasingly need to update their computer systems. Connolly, Steele + Company, PC can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems. As experts in this field, we can put your computer problems at bay as well as improve your computer system's performance taking into consideration any budget you may have. Learn more.