In addition to traditional monthly, quarterly and annual accounting services, Sage Accounting & Business Resources provides tax planning and preparation as well.
Sage Accounting and Business Resources specialize in helping clients achieve the following goals:
Financial Consultancy
- Evaluate accounting and information systems
- Assess and develop accounting procedures
- Evaluate major transactions and acquisitions
- Set short-term and long-term financial goals
- Assist with quarterly management reviews of your company
- Prepare and evaluate specific financial reports to assist with business decisions
- Prepare and evaluate year-end financial statements
Tax Planning & Tax Strategy
- Evaluate tax history as well as current and future business plans
- Conduct quarterly reviews of estimated tax liability
- Explore tax strategy options
- Implement products and transactions to optimize tax strategies
- Prepare timely year-end tax returns
Business Planning
- Succession planning
- Estate and gift taxes
- Purchase and sale of a business
- Buy / Sell agreements
- Employee Stock Ownership Plans (ESOPs)
- Incentive Stock Options (ISOs)
- Initial Public Offerings (IPOs)
Human Resources Consulting
- Employee Relations
- Management Training: Coaching/Counseling
- Performance Management
- Mediating Employee Disputes
- Serving as Federal and State compliance Resource
- Design or Review of Employee Handbook
- Design or Review New Hire Orientation Program