For Small Businesses

ESTABLISH GREATER PROFITABILITY AND BUSINESS EFFICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!
Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

WORKING WITH US AND ENLISTING OUR BUSINESS SERVICES COULD MAKE ALL THE DIFFERENCE!

Whether you need help starting a business, cleanin up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

 

Accounting Done For You

Don’t Waste Your Valuable Time on Bookkeeping and Finances… Give Yourself Time to Do What You Do Best.

Bookkeeping For Growth

We read between the lines of the systems, the softwares, and the financial statements to see the true financial story being told.

Cash Flow Management

In this Economy “Cash is King”… We’ll Make Sure You Are Positioned Right.

Payroll Services

Scrimping on Payroll Services Will Red-Flag Your Business With the IRS.

Quickbooks Services

Save Time and Money With QuickBooks.

Part-time CFO Services

You Get All the Benefits of a Full-Time CFO… At a Part-Time Price!

Starting a Business

Know the Simple Steps for Starting Your Business Right.

Strategic Business Coaching

More Than Just a Tax Return Service…
We Will “Take You By The Hand” in Every Aspect of Your Business.

Succession Planning

Passing Your Business to a Family Member or Associate Can Be a Risky Proposition.

Tax Planning and Preparation

Have you considered paying yourself more out of your business?

How a Continuous Audit Helps Your Northern Florida Business

My quick take on SVB: Don’t let it rob you of your focus for building the business under YOUR control.In other words, let noise be noise … and focus on what’s most important: your immediate world.But I will say that this crisis is a perfect example of why you should...

My Northern Florida Small Business Health Quiz (Part 2)

Just ONE WEEK until S corp (1120S) and partnership (1065) returns are due. If we have not heard from you yet this year, we will need to get an extension for your corporate return. Please touch base with us when you can and we'll get you on the schedule to get your...

My Northern Florida Small Business Health Quiz (Part 1)

For the dog lovers out there, this is Leo The Legendary, the Porter Family's English Setter:Something a little different for you today. A quiz you’ll actually find useful (unlike all those BuzzFeed ones about which vegetable are you most like). Taking a minute to...

Collecting Payment the Smart Way in Your Northern Florida Business

Who can believe that it’ll be one year this week since the war in Ukraine began. Unfortunately, it doesn’t seem like there’s an end in sight — a heavy realization for those caught in the crosshairs of it all…Looking back to last February, I can say it’s been a...

ProActive Tax & Accounting Wants to Know: Got a Business Exit Strategy?

The big day is almost here. The Super Bowl. And maybe you’re not paying attention because you don’t really care about football, but here’s why you should…The weeks leading up to the Super Bowl — and of course, the event itself — mean big money for not only the...

Anticipating First-Year Expenses When Opening a Northern Florida Business

From Springsteen's Orlando show on February 5, four members of the Porter clan plus old friends. Great encores on this tour!And now, on to this week's topic…It’s February and love is in the air. (So are taxes. And Super Bowls.)Flowers and chocolates showed up on desks...

Remote Work & Your Northern Florida Business Insurance Policy

Apologies for no email last week! But welcome to a Super Bowl week edition of the Real World notes. Now that the calendar has turned to February and we have logged the first month of 2023 results, this is your opportunity to get a better picture of your financial...

ProActive Tax & Accounting’s 7 Keys to Lowering Shipping Costs

Shout out to Springsteen fans out there on the backstreets! Bruce and The E Street Band will embark on their first tour in six years next Wednesday in Tampa. To commemorate the occasion, here are my Top Ten Springsteen Songs (Modern Era - 2002 to present):10. Long...

Hiring a Consultant for Your Northern Florida Business

Coming to you on a very cold Tuesday, hoping that 2023 has been good to you so far. I just got back from a weekend at Rosemary Beach in the panhandle with my wife and one of our daughters from New York City and now I'm truly ready for tax season. Looking forward to...

Mastering Your Northern Florida Business Phone Answering

How is your year starting out? Hopefully better than TCU's…We’re into week 2 of 2023 … would love to hear back from you on what are the challenges you’re facing in your Northern Florida business finances right now. Relatedly, what are your customer service goals...

How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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