Build a Solid Financial Foundation for Your Business and Your Future

Every business is different, but they all have one thing in common: There is never enough time or energy to devote to financial matters.

To truly control your business, you need a solution that addresses the unique needs of your business—and a team you can trust to provide the guidance and expertise you need to help you take care of your finances, so you can focus your energy on nurturing your business. We know that there are many aspects of running a successful operation, and that’s why we cover all the bases—offering everything from entity selection and initial setup of your accounting records to accounting software conversion and QuickBooks training.

Take a moment to review our complete list of consulting and advisory services, and consider the items that meet your needs:

Business Planning

  • Entity selection
  • Business expansion and acquisition analysis
  • Business plan development
  • Financial projections
  • Cash flow, net worth and profit analysis
  • Financial ratio reporting with comparison to specific industry benchmarks
  • Sale of business and succession planning
  • Business valuations
  • The family limited partnership option and evaluation

Financial Planning

  • Customized retirement planning services
  • Life and disability insurance needs analysis
  • Financial and retirement planning 
  • Estate planning with an emphasis on minimizing taxes
  • College education funding plans
  • Employee benefit options and planning

Business Operation

  • Family limited partnership and incentive plans
  • Dealings with lending institutions
  • Buy vs. lease reporting and analysis
  • Planning for cost reduction
  • Efficient use of cash and debt
  • Accounting software conversion and implementation
  • QuickBooks training and consultation
  • Management and control systems review

Client Center

- Individual Clients
- Business Clients

(QuickBooks Online)

(Hosted QuickBooks)

Using Your Client Organizer
How to Review My 1040
Using File Exchange
Remote Payroll

Our Blog

Be Alert and Aware: Tax Scammers Don’t Take a Summer Vacation

July 13, 2017

The IRS has identified several new variations of standard tax scams involving fake tax bills and demands for payments. Many of these scams involve purchasing and transferring information...

Read More...

Go Mobile!

...and get what you need, when and where you need it!

Phone: 435.674.1314 • Fax: 435.634.1314
Emailinfo@stgcpas.com