Text Us Skip to content

Next Step Tax & Accounting

Welcome to the family!

0

Fist
Bumps

0

Services
Offered

0

Eggnog Cartons
Drank

0

Businesses
Saved

The WHAT and WHY of us...

Use our 30+ years of experience for monthly or quarterly coaching sessions to review business practices and the financial health of your company. So many great business people know their industry very well and are very talented in that area. However very few also have diverse skills and knowledge within the finance and accounting field. Which as we all know is the backbone of a business. Running a business without an in-depth knowledge of your financial situation is like stressing over the bug on your windshield while ignoring the smoke coming out of your engine. We work with the owner in a role similar to that of a CFO because most businesses cannot afford and do not need a in-house, full time CFO.

Don’t fall victim to the IRS. Take a proactive approach, planned and managed throughout the year to maximize the money in your pocket. Taxes are a necessary evil that must be addressed. However, contrary to popular belief, in business there are many things that can be done to manage tax. The most critical component to that management is that it’s done throughout the year, before year end, with long term goals in mind. Our tax planning sessions are completed in October and November giving you, if need, time to make critical business strategy moves. The vast majority of people believe that taxes are managed when their tax return is prepared. This is not true. The best time to manage tax is during the year and before year end.

Accurate, timely financial information is critical to a business. Bookkeepers enter the information but lack the ability to make it useful. We become your entire backroom, eliminating the need, headache and expense of hiring. Accounting systems designed and properly implemented have the power to transform an owners decision making ability.

Focus & Freedom

Freedom to do what you do best. Spend time in the areas of your business that you enjoy and make you money. Entrepreneurs envision doing what they love all day long, but instead end up trying to fix QuickBooks and stressing over their billings. Business owners are where they are because they leverage a skill or a passion they have and make it attractive to others. Because of who they are, they are natural problem solvers trying to tackle every task that needs tackling. Focus on your strengths and find someone whose strengths are your weaknesses. You will never be happier or more profitable.

Our in-house attorney is ready to assist you with all your legal needs from contract review to liability assessments to various H.R. compliance needs. Just have a quick question, talk with your attorney for no hourly fees. Finally, get that estate plan in place you have talked about doing for years.

Technology

We’re closer than down the street, we’re at your fingertips. Distance is not an issue when we’re your partner. Thanks to technology we are in contact with you significantly more than you were with the guy around the corner that you used before. Zoom meetings and in-person contacts are the norm around here.

Real Business Consulting Resources

We provide you with all of your back office bookkeeping, accounting functions & processes, real time consulting and planning needs.

  • Owners best efforts to succeed

    0%
  • Doing what you do best

    0%
  • The right people

    0%

we bring more to the table

A board of professionals for your business

Advisor Table

advisorPackage
  • Unlimited Calls, Emails, Texts and Video Chats
  • Oversee up to 3 Bank & Credit Card Accounts
  • Categorize Bank & Credit Card Transactions
  • Quarterly Account Reconciliations

Starting

Advisor Plus Table

advisorPlusPackage
  • Unlimited Calls, Emails, Texts and Video Chats
  • Oversee up to 5 Bank & Credit Card Accounts
  • Categorize Bank & Credit Card Transactions
  • Monthly Account Reconciliations
  • 3 KPI Dashboards
  • Entity Structure Analysis
  • Quarterly Financial Statements

Starting

Director Table

Director
  • Unlimited Calls, Emails, Texts and Video Chats
  • Oversee up to 7 Bank & Credit Card Accounts
  • Categorize Bank & Credit Card Transactions
  • Monthly Account Reconciliations
  • 5 KPI Dashboards
  • Entity Structure Analysis
  • Quarterly Financial Statements
  • Basic Company Health Score
  • Quarterly CPA Cash & Financial Analysis Video
  • Semi-Annual Board Meeting with CFO for Financial Analysis

Starting

Executive Table

executive
  • Unlimited Calls, Emails, Texts and Video Chats
  • Oversee up to 10+ Bank & Credit Card Accounts
  • Categorize Bank & Credit Card Transactions
  • Monthly Account Reconciliations
  • 10 KPI Dashboards
  • Entity Structure Analysis
  • Monthly Financial Statements
  • Comprehensive Company Health Score
  • Quarterly CPA Cash & Financial Analysis Video
  • Quarterly Board Meeting with CFO for Financial Analysis
  • Annual Tax Planning Session
  • Quarterly Tax Planning & Estimates

Starting

Booster Seats

booster

SERVICE

  • Full Service Payroll
  • EZ Bill Pay
  • Sales Tax Solutions
  • Entity Structure Analysis
  • New Entity Setup
  • Year End Tax Planning

STARTING

$165/month

$85/month

$75/month

$500/ea.

$750/ea.

$625/ea.

CFO/Controller Services

Legal Services

Financial Planning Services

Hospitality Consulting/Mgmnt

We bring more to the table

A board of professionals for your business

Pricing Form
Name
Name
First
Last
Select all products you are you interested in?
Example: I am in the medical field, I have 6 employees, my left foot is smaller than my right foot, you know things like that
Start Over

Ridiculously

Happy Customers

Knowing is half the battle

dashboards

Thank you for visiting Hallows & Company Business Consulting!