Article Written By Pete Carlson with Rock Solid Financials
Fall is in the air; college football, kids going back to school…..wait, none of those things are happening. The weather will still change though unless COVID can change that as well.
Fall is a great time to evaluate your tax/bookkeeping relationship. Here are 5 reasons why you should have one firm for these services.
1) Cost savings – as a business owner you understand bundling and volume. A greater spend with one firm allows a more competitive price.
2) Time savings – one point of contact will save you time as a business owner and we know time = $.
3) Tax savings – when the left hand knows what the right hand is doing it benefits the client. Bookkeeping & tax working on the same team helps build a proactive/teamwork approach that allows for proactive tax planning for the client.
4) Customer service – the client has a team from the same firm that is working together to get you the answers you need quickly!
5) Fixed pricing – support all year! – An ongoing bookkeeping/tax relationship allows you to contact your CPA/bookkeeper without getting nickeled and dimed with hourly rates. Wouldn’t it be nice to e-mail or text your CPA year round if something pops up?
Now is a great time to get a free consultation before the snow flies and tax season begins!
About Sunbelt Business Advisors of Minnesota
The Sunbelt Business Advisors Minneapolis office is the largest office in the Sunbelt network with a staff of over 50 advisors, associates, analysts, and business development representatives. In 2021 the firm was recognized by the International Business Brokers Association as the #1 firm in the country and the first firm in history to sweep all three first-in class awards. Sunbelt provides services to business owners interested in selling their businesses, assistance with merger and acquisition activities, complimentary business value assessments, and advice to business owners seeking to maximize their life’s work when they exit. The firm provides business brokerage and mergers & acquisitions services for companies with revenues from $500,000 to $150 million. More information is available at www.sunbeltmidwest.com (<Under $5 million revenue) and www.tnma.com ($5 – $150 million in revenue).
