Small Business Services

Accessible help for small business owners

Small business owners know there’s a lot to consider beyond just day-to-day operations. You’re under constant pressure to make all kinds of decisions with financial and tax implications. The choices you make can affect your future, but you don’t always have the information or advice you need. ParenteBeard understands your situation and can help. We provide the reassurance, convenience and accessibility of a locally based team, backed by the resources of a large, regional firm.

When you need a trusted advisor, our professionals are ready with personalized service for a reasonable fee. We’ll work with you to develop a tailored approach based on your individual business goals and market dynamics. We’ll help you with business structure, tax planning, financial analysis, strategic planning, and tax and financial statements.

Our firm is where small business owners go for straightforward business advice and strategies that balance immediate results and long-term success. Our small business services include:

Financial statement preparation

    • Compilations
    • Reviews
    • Cash basis financial statements
    • Tax basis
    • Personal financial statements
    • Management use only financial statements

Planning and budgeting

    • Business plan development
    • Budget preparation
    • Financial forecasts
    • Profit improvement consulting
    • Succession planning
    • Financial and estate planning

Tax planning and preparation

    • Strategies to minimize taxes
    • Tax projections
    • Individual and corporate tax returns
    • Payroll tax returns
    • Sales and use tax returns
    • Business entity selection
    • Multi-state filing requirements

Financing consulting

    • Financial institution selection
    • Loan package preparation
    • Pro forma financial statements

Accounting software

    • QuickBooks
    • Creative Solutions

Employee benefits

    • Retirement plan assistance
    • Health, life, disability plans
    • Flexible spending plans