SSG — Simplify, Save, Grow
As the saying goes, ‘it’s lonely at the top’, as the business owner who are you going to ask. Often the advice from friends, family, and colleagues may have been the right answer for them for that situation, but every situation is different. We focus on business advisory and tax coaching strategies that ensure compliance to reduce liability while maximizing tax savings.
For business owners, we have a strategy that includes the various aspects to support the business and tax needs. The strategy is our SSG strategy, Simplify Save Grow. Each strategy we implement is as unique as your business.
Ease of access as we have modernized our activities to the cloud allowing you to connect and access anywhere at any time. We also review your bookkeeping to ensure it is consolidated to identify key areas. We often have small businesses with bookkeeping accounts unnecessarily complicated with more entries than a billion-dollar corporation that we can simplify allowing the owner to have key areas to focus on.
Mike is a Certified Public Accountant (CPA) and with that certification we are held to a higher standard which ensures all savings we pass along to you are above board so you can sleep soundly at night. Mike is also a Certified Tax Coach, CTC. This is an elite group of around 500 in the U.S. that do the research to maximize your tax savings, leveraging deductions and write-offs that other firms either can’t or won’t.
With the bookkeeping data we not only ensure timely accounting reports, we also leverage the data to perform benchmark analysis reports. These benchmark reports review key areas against your peers and competitors to identify which areas are out of alignment.
Within the SSG strategy we also have three service level offerings, Essential, Full, and Advanced.
Essential is designed for small business / startups and DIYers (Do it yourself). The accounting / bookkeeping is on the client side of the fence with a review from our team.
Middle of the road, we are operating as your part-time CFO. Main difference is the entering of the transactions for accounting / bookkeeping falls on our side of the fence AND benchmarking reports.
We are operating as your CFO. For business owners looking for a partner and advisor with increased availability, frequency, and additional service offerings including bill pay.
Which level fits you?