Business Details
Expert Accounting & Business Advisory Services in Fort Collins
Founded over 30 years ago by Robert M. Garretson, CPA, our firm has dedicated itself to providing comprehensive business advisory and accounting services. Based in Fort Collins, Colorado, we specialize in delivering tailored financial solutions that empower businesses to thrive in uncertain environments. Our services include interim CFO support, financial and organizational planning, tax strategy, and detailed business analysis. We prioritize timely, cost-effective action programs that simplify implementation while establishing frameworks for long-term success.From startups to mature enterprises, our expertise spans all stages of business growth, offering strategic guidance in tax planning, profit optimization, and operational efficiency. Our commitment to accessible, business-owner-friendly financial insights ensures clients receive actionable data to make informed decisions. Through regular consultations and customized reporting, we help businesses navigate challenges while maintaining focus on their core operations.
Services
Business Tax Planning
Financial Analysis
Interim CFO Services
Payroll Analysis
Budgeting
Cash Flow Analysis
KPI Tracking
Strategic Advisory
Personal Tax Preparation
Profit Optimization
Highlights and features
- We offer over 30 years of experience in accounting and business advisory services.
- Our team provides interim CFO expertise at a fraction of traditional costs.
- We deliver personalized tax planning strategies to minimize client liabilities.
- Our digital tax filing process ensures convenience and real-time financial visibility.
- We bundle services under fixed monthly fees for predictable budgeting.
Associations and certifications
- CPA
Services
Business Tax Planning
Our business tax planning services combine strategic analysis with compliance expertise to minimize liabilities while ensuring regulatory adherence. We offer year-round advisory support, customized deductions reviews, and digital filing solutions. Clients benefit from proactive planning that aligns tax strategies with broader business objectives, delivered through secure online platforms with fixed-cost billing options.
Interim CFO Services
Interim CFO services provide executive-level financial leadership without full-time costs. We deliver budgeting support, cash flow analysis, and performance measurement through regular consultations. Our approach includes industry-specific KPI tracking and customized reporting in accessible formats. This service helps businesses maintain financial clarity while focusing on operational growth.
Financial Analysis
Comprehensive financial analysis covers revenue trends, expense management, payroll optimization, and credit card fee evaluations. We use data-driven insights to identify growth opportunities and operational inefficiencies. Our reports translate complex financial metrics into actionable business strategies, supporting informed decision-making for owners at all experience levels.
Payroll Analysis
Payroll analysis services examine compensation structures, tax withholdings, and benefit allocations to ensure accuracy and compliance. We identify cost-saving opportunities while maintaining regulatory standards. Our digital tools provide real-time payroll tracking integrated with broader financial reporting systems for complete operational transparency.
Budgeting
Our budgeting services create structured financial roadmaps tailored to business cycles and growth phases. We combine historical data analysis with forward-looking projections to establish realistic spending frameworks. Clients receive ongoing support for budget adjustments, tax planning integration, and performance benchmarking against industry standards.
People
Robert M. Garretson
Founder
Certified Public Accountant with over 30 years of experience in business advisory services. Specializes in strategic financial planning, tax optimization, and operational efficiency for small to mid-sized enterprises.
Questions
What accounting services do you offer for growing businesses?
We provide budgeting, cash flow analysis, KPI tracking, and virtual CFO services tailored to support businesses during expansion phases.
How does your tax filing process work?
Our digital platform enables secure document upload, automated analysis, and electronic filing with year-round advisory support included in fixed monthly fees.
Do you offer personalized financial guidance?
Yes, we customize tax strategies and business analysis reports to match each client's unique operational needs and growth stage.
What cybersecurity resources are available?
We provide complimentary educational materials on small business cybersecurity risks, including our 'Cybersecurity on a Shoestring Budget' eBook.
How can I access your services?
Our online platform allows remote access to all services, with regular consultation sessions included in our subscription-based pricing model.
