For Small Businesses

What our Clients are saying

We were so lucky to have been referred to the team at Burkart & Stevens. My husband and I were on a tight deadline in order to file taxes before purchasing a home and Cole didn’t hesitate to jump right in. He went above and beyond to work with us, answering every question we had along the way. A year later, we are starting a new year free of anxiety and the lingering uncertainty that usually surrounds our tax filing. In a way, Cole and his team have become an integral part of our family and we couldn’t be more grateful for them!

Stephanie Wise

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.

 

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how San Luis Obispo County small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and...

The Pareto Principle And Your Company’s Work Cycle

Slogging through the summer, and with the weather still hot, it can be really tempting to sort of press cruise control for the month of August until Labor Day hits us, and *then* really put that nose to the grindstone. But could it be that a rhythm of working a little...

Marketing Tips for Small Business Owners

As you may have heard, "Labor Day" originated during the time of 7-day workweeks of 12-hour days, in the late 1800's, as our country was in the throes of the Industrial Revolution. Times have certainly changed since then -- and our economy is no longer driven by the...

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your San Luis Obispo County business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner...

Why Price Reductions are Bad Positioning for (Almost) Any Business

Our hearts remain with those in Houston and, now, South Florida, who has been dealing with such a massive disruption of their lives -- and during a time of year that is already one of the busiest. The IRS has set up a "catch all" page for those cleaning up from...

Why Soft Skills Are The Future For The San Luis Obispo Workforce

We work with many San Luis Obispo business owners, so that means that the April 15th deadline doesn't carry quite the same "relief" that it does for many firms who work primarily with individual tax returns.Which is one of the reasons why you still see me posting a...

Tax Paperwork Checklist

These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...

Solving Problems in San Luis Obispo County Businesses with Effective Solutions

There's this idea out there among many wannabe San Luis Obispo County business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset --...

Let’s Talk About Your Business…

See, relative to their income, the rich are frugal. They save and invest. They spend less than 65% of their take-home pay on day-to-day expenses.

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!