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Advisory

Expert Advice at an Affordable Price

As a small business owner, it’s important to know where your business stands financially at every moment so you’re able to make smarter and more timely decisions. Our Small Business Packages' Advisory Service provides our clients with valuable financial advice and business planning, so they can avoid unnecessary risks, take advantage of new opportunities and ensure the future success of their businesses. We can also work with you to create a written business plan that will detail your company's financial information and provide both revenue and expense projections, so you, potential investors or lenders can have a clear and accurate assessment of how your business is performing.

• QuickBooks Advising
Our experienced accounting team can train and guide you through the process of converting to and using QuickBooks (Small business accounting software).

•Small Business Packages

Our Services

What Should I Bring To My Business Consultation?

Documents

• Last Three Months of Bank Statements or Check Stubs
• Last Year's Business Tax Return
• Last Three Months of Credit Card Statements

Other Information

• QuickBooks Access
• Business's Bank Information

Please Note: This is a generalized list of what is required for a business consultation. As each business's needs will differ, we will notify you on what to specifically bring when booking your initial appointment.

Schedule a Free 1 Hour Consultation


Latest News

Cash Money

15 Tax Deductions for Entrepreneurs

The new tax code law has maintained most of the self-employment deductions and now has included some new deductions to help offer some relief. Some of the tax deductible benefits the self-employed can look to claim this year is: receiving a deduction on 50 percent of the Social Security and Medicare taxes your pay as both employer and employee; you will still be able to deduct 50 percent on food and beverages having to do with business, though certain entertainment expenses have been eliminated. Small businesses now have a new deduction, the Qualified Business Income Deduction (QBI), in which they can deduct up to 20 percent of their QBI.

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Smoking E-Cigarette

Rhode Island Proposing 1% Tax In Vaping

Senator Ana Quezada of Rhode Island is proposing that the state enact a 1 percent tax on the sales of hookah and vaping products. The senator plans to use the money from the acquired sales tax on the products to send back to cities and towns to go toward educating the youth on the dangers of smoking e-cigarettes. A spokesman for the Consumer Advocates for Smoke-Free Alternatives Association argued that the state has plenty of money to already educate the youth with the nearly $200 million they collected in 2018 from tobacco revenue. He also went on to say the tax would be a punishment to those looking to get away from smoking tobacco products.

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Tax Return Check

Massachusetts and Rhode Island Residents Angry Over Smaller Tax Returns

This year has seen the biggest tax overhaul in years from the Tax Cuts and Jobs Act. Many residents in Massachusetts and Rhode Island are frustrated over seeing a smaller tax return, though they did not pay more in federal. With the new withholding changes, many Americans were taking home more home in their paychecks, which resulted in less being withheld and having a lower tax return. Unfortunately, the new cap on SALT tax deductions hurt many residents as the automobile taxes, high real estate taxes, and high state taxes for both Massachusetts and Rhode Island caused many to go over the $10,000 threshold.

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