Financial & Tax Planning

We Help Small Businesses Achieve Their Goals

Tax Advisory and Financial Planning for Businesses and High Income Earners

At Beyond Business Network, our core belief is that your financial well-being is not just a transaction but a deeply personal journey towards achieving your dreams. We understand that the world of finance can sometimes seem overwhelming, and we're here to assure you that your best interests are our top priority. Unlike some financial professionals who may prioritize their own gains, we are committed to helping you reach your financial goals. To guide you on this path, we've crafted a thoughtful, seven-step financial planning process that revolves around your unique aspirations and needs.

Accounting Services

We provide a wide range of accounting services, including bookkeeping, financial statement preparation, and general ledger maintenance. Our team of experienced accountants ensures that your financial records are accurate and up-to-date, providing you with valuable insights into your business’s financial health.

Payroll Services

Payroll is a critical part of managing your business’s finances. Our payroll services include processing payroll, preparing and filing payroll taxes, and managing employee benefits. We help ensure that your employees are paid accurately and on time and that your payroll taxes are filed correctly and in a timely manner.

Tax Planning and Preparation

Effective tax planning can help you minimize your tax liability and maximize your financial resources. Our team of tax experts stays up-to-date on the latest tax laws and regulations, and we work with you to develop customized tax strategies that help you achieve your business goals.

Business Advisory

Our team of business advisors provides expert guidance on a wide range of financial issues, including cash flow management, budgeting, and financial planning. We work closely with you to understand your business’s unique needs and develop strategies that help you achieve your goals.

Understanding Your Finances: Nurturing a Relationship

We want to know you, your story, and your dreams intimately. To do this, we'll start by gathering both the quantitative and qualitative details that define your financial world. We'll analyze this information carefully, seeking to understand every aspect of your circumstances so that we can provide the best possible support and guidance. Your well-being is our primary concern, and this stage is all about ensuring we are attuned to your needs.

Identifying and Selecting Goals: Your Journey, Your Timeline

Together, we’ll embark on a journey to define your personal and financial goals. We’ll work with you to set realistic timelines for achieving these objectives. Additionally, we’ll take the time to discuss the potential risks that could arise along the way. Your comfort and confidence are essential, and we’ll address any concerns you may have as we navigate this path together.

Evaluating the Plan(s) of Action: Your Path to Success

Before we proceed, we'll thoroughly assess your current financial trajectory. We'll consider the advantages and disadvantages of your existing plan and explore alternative solutions that might better align with your goals and circumstances. Our focus is on finding the most optimal path to realizing your dreams.

Developing the Financial Plan: Crafting Your Unique Blueprint

With a clear understanding of your aspirations and a comprehensive evaluation of your financial landscape, we’ll create a personalized financial plan. This plan may encompass a variety of strategies, including a review of your investment portfolio, the development of a retirement strategy, or an analysis of your tax and estate plan. Your plan will be tailored to suit your specific needs and ambitions.

Presenting the Financial Plan: Your Roadmap to Success

Once your personalized financial plan is ready, we'll meet with you to discuss its details. During this meeting, we'll candidly discuss both the strengths and weaknesses of your current plan. Our professional team will provide you with recommendations aimed at helping you achieve your goals. Your understanding and comfort are our priority, and we'll ensure you're well-informed every step of the way.

Implementing the Financial Plan: Partnering on Your Journey

After we've discussed your objectives and recommended strategies, we'll work closely with you to put these strategies into action. This may involve collaboration with your attorney, CPA, or our firm to implement your wealth management and financial planning strategy. You won't be alone on this journey; we'll be right there with you.

Monitoring and Updating Progress: Your Lifelong Support System

In the world of finances, we understand that circumstances can change. That's why you'll never walk this path alone. Together, we'll establish who is responsible for tracking your progress toward your objectives. We'll maintain a close partnership with you as we work towards your long-term financial goals. In most cases, this partnership will involve regular meetings with our firm, as well as consultations with your attorney and accountant, at least on an annual basis.