Business Details
33 Years
experience
Trusted Accounting & Tax Services for Small Businesses
Controller for Small Businesses & Tax Services, Inc. has dedicated itself to providing specialized accounting solutions for small businesses since 1993. Our practice focuses on delivering personalized financial guidance that addresses the unique challenges faced by entrepreneurs across various industries. With decades of experience in financial reporting, strategic planning, and tax compliance, we help clients streamline operations through customized accounting systems and advanced software integration. Our expertise extends to business structure analysis, retirement planning, and litigation support, ensuring comprehensive financial management tailored to individual needs.We prioritize direct client collaboration to develop actionable strategies that improve profitability and operational efficiency. Our team's deep understanding of QuickBooks and other accounting platforms enables seamless system implementation for businesses transitioning to digital financial management. Through a combination of technical proficiency and practical business insight, we empower clients to make informed financial decisions while maintaining compliance with regulatory requirements. Our commitment to personalized service distinguishes us from larger firms, allowing us to deliver targeted solutions that align with each client's specific objectives.
Services
Tax Planning & Counseling
Financial Statements Preparation
Business Consulting
QuickBooks Implementation
Retirement Planning
Details
- Year established: 1993
Highlights and features
- We offer 30+ years of corporate finance experience from Fortune 500 companies
- Specialized QuickBooks implementation with on-site training available
- Proven track record improving business profitability through strategic planning
- Personalized service with direct access to experienced professionals
- Comprehensive solutions covering tax planning, financial reporting, and business consulting
Associations and certifications
- QuickBooks Professional Advisor
- National Association of Tax Preparers
Services
Tax Planning & Counseling
Our tax planning services help businesses optimize their tax positions while maintaining compliance with federal and state regulations. We develop customized strategies to minimize tax liabilities through legitimate deductions and credits. Our approach combines deep knowledge of current tax laws with practical business insights to create actionable plans that align with your financial goals.
QuickBooks Implementation
We specialize in implementing QuickBooks accounting systems tailored to your business operations. Our on-site training ensures seamless integration with existing processes while maintaining data security. Our experts configure the software to match your specific workflow requirements, improving financial tracking efficiency and reporting accuracy for better business decision-making.
Financial Statements
We prepare comprehensive financial statements that provide clear insights into business performance. Our services include balance sheets, income statements, and cash flow analyses that meet both internal management needs and external reporting requirements. These documents help track financial health and support strategic planning decisions.
Business Consulting
Our consulting services address strategic business challenges through financial expertise. We analyze operations to identify efficiency improvements, develop growth strategies, and implement internal controls. Our advisory approach combines corporate finance experience with practical implementation support to help businesses achieve long-term success.
Retirement Planning
We develop customized retirement plans that balance business needs with personal financial goals. Our solutions consider tax implications, cash flow requirements, and succession planning aspects. We help business owners create sustainable retirement strategies while maintaining company financial stability during transition periods.
People
Richard Kacvinski
Controller/V.P. of Finance
Certified tax professional with over 30 years of experience in corporate finance and accounting. Expert in QuickBooks implementation and business financial strategy. Former VP of Finance for multi-million dollar operations with proven success in improving business profitability.
Questions
What accounting services do you specialize in for small businesses?
We provide comprehensive services including tax planning, financial statement preparation, business consulting, QuickBooks implementation, and retirement planning tailored specifically for small businesses.
Do you offer on-site QuickBooks training for businesses?
Yes, we provide customized on-site QuickBooks training using your existing systems to ensure seamless integration with your business processes and procedures.
How do you help businesses improve financial efficiency?
We analyze operations to implement strategic financial controls, improve cash flow management, and develop customized accounting systems that reduce costs and increase profitability.
What experience do you have with small business accounting?
Our lead accountant has over 30 years of corporate finance experience, including VP-level roles at multi-million dollar companies, with a focus on small business financial solutions since 1993.
Are your services available outside regular business hours?
We offer appointments outside regular office hours during tax season and can accommodate special scheduling requests for business consultations.
