For Small Businesses

Small Business Services

Establish Greater Profitability and Business EffICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!

Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

Ending Customer Relationships for Growth in Your San Luis Obispo Business

With the way that the economy is going, inflation, the market gyrations, etc ... ANY business seems like good business.Until it isn't.Consider ...Have you ever been in a San Luis Obispo store when a customer starts yelling at the employee behind the counter for...

5 Business Mistakes That Can Be Fatal by Dennis Burkart, CPA and Cole Stevens, CPA

All the political people are arguing over taxes, and my inner geek smiles.(By the way, if YOU want to argue about the tax issues, here's a good explainer article to start with before you make big declarations about the tax issues involved.)Because I'm not really...

Alternative Approaches To Paid Time Off Policy for San Luis Obispo Businesses

October is right around the corner. So is the October 15th extension deadline. And so is the fourth quarter for your San Luis Obispo business.As we approach Q4, be mindful of the usual year-end accounting needs and reporting requirements that will be popping up. We’ll...

An Accounting Methods Rundown for San Luis Obispo Businesses

Before I get into accounting methods basics today (a subject near to my heart) ... I hope you were able to get in on some Memorial Day activities this past weekend (though I know some San Luis Obispo business owners are in the thick of things during this commemorative...

Our (Early) End of Year Checklist for San Luis Obispo Businesses

When I think about the holiday season, I think "calm before the storm." That's because in my profession, once mid-December hits, we're scrambling to handle EOY matters. And then when the new year strikes, we're holding our breath for a few weeks ... and then tax...

When Your San Luis Obispo Business Might Need a Valuation

We’re nearing June 30 (the mid-year marker), which is a very smart time to move into a different gear in examining your business’s financial situation.Because, like the good business owner that you are, I'm sure you kicked off Q1 with a bunch of exciting goals and...

Burkart & Stevens, CPAs and Advisors’s 4 Straightforward Questions to Uncover Your Business Why

I suppose there’s never been an easy time to be in business. It’s tempting to look at the current economic situation and cite all the things working against business owners right now. And Google helps with that... My internet search this morning lent me the...

5 Helpful Tips for San Luis Obispo Businesses To Be More Resilient in Crisis

The overall economy is on a tear right now, but for some businesses, things don’t look so rosy. By the way, if that is you and your business (not so rosy), there are a multiplicity of grants, tax credits, and very favorable loans available -- though doing it properly...

Accommodating State Sales Tax Changes in Your San Luis Obispo Business

Loading the dishwasher is a daily job in most households. And, to get clean dishes and not melt your plastic to-go containers, you’ll need to arrange things well. And, according to Consumer reports, there actually is a right way to load yours. While doing...

Prioritizing Cyber Network Security in Your San Luis Obispo Business

A few things are grabbing my attention this week. The first being that the tax extension deadline has passed. That’s a big relief for my office, and perhaps for yours too. I’m continuing to avidly watch, as I’m sure you are too, the unfolding events in Gaza....

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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