Financial Advisory Services

Don’t Go it Alone.

Most business owners don’t understand their financial obligations. They don’t have anybody to turn to when they have questions about their books and records, financial statements, cash flow management, employee benefits or sales tax reporting.

Protect Your Profits While You Grow Your Business.

Masterpiece Accounting Group steers you closer to your goals with guidance on financial issues such as:

  • Tax advantageous legal entity selection
  • Accounting system setup
  • Expense control
  • Tax planning
  • Employee benefit and profit sharing plans
  • Accurate record keeping and reporting.

We do our best work with start-ups or established enterprises.

What we do:

Financial Advisory Services for Small Businesses

  • Cash Flow Management

    A cash flow crisis can be devastating and even kill your business. We’ll keep you in the black with daily and long-term (annual, 3-5 year) cash flow projections to develop a capital strategy to meet your business needs. We’ll be there to see if you are on track during the year, not just at tax time. Wonder where the money went? We prepare historical cash flow statements to help you understand where all the money went—and why. When you need to adjust, we are there to guide you and give you the feedback you need to make decisions.

  • Part-time, interim or long-term CFO

    Numbers tell a story. As an owner of a growing business, it is often unclear what the numbers are telling you. We translate that story in easy to understand language. Masterpiece’s outsourced CFO services are designed to improve both your understanding of your business and your bottom line. Get experienced support at a fraction of the cost of a full-time CFO.

  • Financial statement preparation

    Financial statements represent your business to lenders, partners, potential buyers and other interested parties. We work closely with your key personnel to develop and finalize accurate and timely financial statements.

  • Financial statement analysis

    Your business may be missing valuable information that can inform you to make better decisions, improve operations and know where each dollar is going. We’ll perform a comprehensive assessment of your financial statements to identify key drivers affecting your bottom line. We can then identify and implement practical strategies that will prepare your business for future expansion, opportunities and loans qualification.

  • Sales Tax Reporting

    We clarify and manage your sales tax obligations and prepare your sales tax returns, on time and accurately.

  • Small Business Bookkeeping

    If your business does not currently have accounting staff we can provide comprehensive bookkeeping and write-up services to ensure that your business is running efficiently. We’ll organize your financial records for the year, prepare your business tax forms as well as your personal income tax return. Then we will set up an easy system that allows you to keep your books in tip-top shape next year.

  • Small Business Consultation

    There’s almost nothing as rewarding as opening up your own business. We’ll work with you to develop a successful, well-thought-out business plan to avoid the most common pitfalls of the small business owner.

Consultation Services include

  • Selection of a business structure that best fits your needs by evaluating tax advantages and legal exposure
  • Ease of operation and portability should you need to relocate
  • We’ll also choose accounting software
  • Prepare a cash flow budget
  • Establish billing and collection procedures
  • File for your Federal Employee Identification Number
  • Identify your business insurance needs to protect you when life happens
  • Payroll and payroll tax filing.

Learn more about Masterpiece and our:

Business Tax Services

Personal Tax Services