Business Details
Your Trusted Partner for Accounting & Financial Solutions
Pinnacle Business Solutions has been guided by core values since its inception, shaping our culture and defining our character. We prioritize customer orientation by listening to clients, delivering innovative services, and making collaboration seamless. Our approach to risk-taking fosters innovation while maintaining discipline through uncompromising integrity and attention to detail. We focus on results orientation, setting challenging goals and executing flawlessly to achieve world-class outcomes. Our commitment to quality drives continuous improvement in all we do, and we actively contribute to the communities we serve. With over 30 years of experience, our founder Paul Beckert combines CPA expertise with leadership from roles at Intel Corporation and the National Futures Association.We specialize in long-term financial strategy, offering tailored solutions that address the unique challenges of businesses across 25+ industries. Our methodology integrates business plan development, financial analysis, and tax optimization to help clients achieve sustained profitability and growth. Backed by proven resultsincluding 15% annual sales growth for many clients and $8M+ in secured capitalwe maintain rigorous compliance with accounting standards while delivering actionable insights. Our team's expertise spans forensic accounting, acquisition due diligence, and cash flow management, ensuring comprehensive support for businesses navigating complex financial landscapes.
Services
Business Plan Development
Financial Analysis
Tax Planning
Cash Flow Management
Business Valuations
Forensic Accounting
Acquisition Due Diligence
Payroll Support
Financial Statement Preparation
Highlights and features
- We offer 30+ years of CPA expertise with proven results across 25+ industries
- Our tailored approach combines business strategy with financial execution
- 80% of tax clients achieved reduced liabilities through our planning
- We've secured $8M+ in capital for business growth initiatives
- Active community involvement demonstrates local market understanding
What people say
Highest level
Accurate and correct
Increase value
Reduce costs
Responsive and save time
Services
Business Plan Development
We create comprehensive business plans addressing missions, goals, market strategies, and financial projections. Our approach integrates operational and financial components to align with long-term objectives. Clients receive actionable roadmaps that enhance decision-making and position businesses for sustainable growth across diverse industries.
Financial Analysis
Our team conducts trend and ratio analysis to identify financial drivers while benchmarking against industry standards. We deliver actionable recommendations to improve ROI, profitability, and cash flow. This service helps businesses understand their financial health and optimize performance metrics.
Tax Planning
We provide comprehensive tax planning across income, sales, franchise, and property taxes. Our strategies reduce liabilities through legal credits and deductions while ensuring compliance. Clients benefit from year-round planning that adapts to changing tax regulations and business needs.
Cash Flow Management
Our cash flow analysis identifies improvement opportunities through financing solutions and operational adjustments. We implement systems to maintain positive cash flow, helping businesses secure loans, lines of credit, and alternative financing options tailored to their needs.
Business Valuations
We employ liquidation, cash flow, and relative valuation methods to determine business worth. This service supports strategic decisions for growth, investment acquisition, and succession planning. Clients receive accurate valuations that reflect current market conditions and future potential.
People
Paul J. Beckert
Founder & President
Certified Public Accountant with 30+ years of experience, including leadership roles at Intel Corporation and the National Futures Association. Holds MBA in Finance from Arizona State University and actively participates in entrepreneurial organizations.
Tori Schott
Experienced Staff Accountant
Graduated Magna Cum Laude from Arizona State University with dual bachelor's degrees in Accountancy and Management. Currently pursuing CPA certification with 2.5 years of experience in financial and tax services.
Questions
What accounting services do you offer?
We provide full-cycle accounting services including system setup, financial statement preparation, payroll support, and forensic accounting. Our team ensures GAAP compliance and accurate financial reporting.
Which industries do you specialize in?
We serve 25+ industries including technology, manufacturing, transportation, commercial printing, and professional services with tailored financial solutions.
How do you approach business planning?
We develop comprehensive plans addressing all business components while aligning financial strategies with long-term objectives through ongoing client collaboration.
What tax services are available?
We offer income, sales, franchise, property, and employment tax planning with strategies to reduce liabilities while maintaining compliance across federal, state, and local regulations.
How can you improve business cash flow?
We analyze current cash flow, implement improvement strategies, and provide financing solutions like lines of credit and accounts receivable financing to optimize liquidity.
