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Services

Tax Services

It doesn’t help to have your accountant tell you that you are running in the red — after you’ve buried yourself in debt. Or that a particular product/service category is booming — after you’ve finished your sales cycle. Let us point you where you need to go.

Tax Problem Resolution

It can be difficult to know where to begin with tax problems. Unfiled tax returns, missed deadlines, overdue payments… That’s why we’re here, and we can represent you in front of the IRS.

For Small Businesses

When your business reaches a point where it would benefit from the financial advice a CFO offers but you can’t afford the hefty price tag of a full-time one on your payroll. That’s where we come in.

Dear Friend,

It’s one thing to manage a business; it’s quite another to grow it.

If you’re reading this, you know what I’m talking about.

It seems like the books are being handled properly. It seems like payroll is (mostly?) under control. It seems like the IRS is okay with how we’re handling our taxes. It seems like the financial reporting is in place.

We’re flush … most of the time. But we’re certainly not growing. We’re not prospering.

What are we missing?

This is a common story that we hear when we first start talking to business owners. The boxes are checked; the people are in place … but the fact is, they’re not quite sure how to optimize the financials for performance and growth.

Our specialty is in business advising: reading between the lines of the systems, the softwares, and the financial statements to see the true financial story being told … even when the reports all “seem” okay (for now).

The fact is that the Federal Government would love to have more of your business’s hard-earned money in their accounts. Your employees probably don’t care about cost control as much as they should. Your sales team might need to focus their efforts in a new direction.

But you don’t have to hand more dollars over to the government than they require just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books. The future of your business doesn’t have to be a question mark.

Let’s get a real-time reading on your business’s financial health with our business advising services.

SCHEDULE AN APPOINTMENT

Click the button above to take your first step, and we’ll be in touch soon to follow up about your specific needs.

And of course, feel free to poke around our site and discover why we’ve been called “The Most Trusted Business Advisor in Southwest Missouri.”

Talk again soon,
Rocky Lippold, EA, MBA, CPFM

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