Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Bookkeeping/Write-Up
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Budget Implementation
Just as many people need a personal trainer to get in physical shape, some may need a financial planner to implement a financial strategy or budget for best results. This process starts with developing a realistic budget to help you reach your financial goals. However we go one step further and actually help you implement the budget. In some cases we will actually monitor the payment of your bills and hold you accountable for your spending for periods ranging from three to six months until you are accustomed to managing your finances in a disciplined manner. You will always be in control of your finances and can quit the program at any time; however S&R Brown will be there to guide you through the process as long as you are willing. We have used this approach with many who lacked the discipline to make the tough decisions and helped them reach their financial goals such as home ownership.
Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Credit Repair – Credit Counseling
Before the many online tools such as Credit Karma, the understanding on one’s credit report and how to interpret credit was a mystery. For those who don’t rely on such sites that are sponsored by credit card companies, we use our 25+ years of experience as a lender to help you interpret your credit and develop a plan to maximize your credit. We do not implement the most commonly used disputing scheme which may deliver a temporary credit score increase that plummets as soon as the creditor catches up on their disputes. We help you make the life changing decisions that will transform your credit and help you maintain stellar credit scores.
Financial Planning
We focus on the basic function of financial planning which includes budget and planning for the future. We are not affiliated with any broker dealer and do not offer any investment products, however we can position you to build an investment portfolio.
Financial Seminar Speaker
From Sunday school classes, to classrooms of MBA candidates we have been called upon to speak on various aspects of personal and business finances. Although we have a collection of over 20 PowerPoint presentations that we have presented, we pride ourselves on being able to tailor the discussion to the needs of our audience.
Financial Statements
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Management Advisory Services
Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.