Business Planning

Setup and Rationale for Sole Proprietorships, Partnerships, LLCs, S-corps, etc. — Choosing the legal entity for your business is one of the most important decisions you make. We work with legal counsel to explain each available business structure to you and what the tax consequences of these entities are.
Succession planning — Choosing the legal entity for your business is one of the most important decisions you make. We work with legal counsel to explain each available business structure to you and what the tax consequences of these entities are.
Tax Planning — Throughout the year, we analyze and project what your business’ tax obligations will be, and how these obligations will affect your personal taxes.
Tax Preparation — We prepare all Federal and State business tax returns and their associated forms. This includes 1) the Schedule C [sole proprietorship and single member LLC], Schedule E [rental and royalty income], and Schedule F [farm] sections of a 1040, 2) Form 1065 [partnership], 3) Form 1120 [C corporation], and 4) Form 1120S [S corporation].
Benchmarking — We help clients to understand and evaluate the current position of their business from a tax and financial perspective compared to industry standards and identify areas and means of performance improvement.
Outsourced CFO Services — Our team can deliver comprehensive outsourced accounting services scaled to cover bookkeeping to CFO services. By outsourcing your accounting information system, you'll receive collaborative, specialized support so you can then focus on revenue generation and growing your business, significantly reduce the cost of maintaining an accounting department, increase the expertise and experience associated with your financial accounting function, gain an unbiased perspective about your accounting, employ a dedicated Accounting Team, and eliminate the impact of employee turnover at your organization.

We use a QuickBooks-hosted service, RightNetworks, to provide on-line remote access to your virtual desktop from anywhere anytime through the internet. By using RightNetworks, we provide:

- A safe and secure server that is available 24/7 so you can access all of your accounting information systems anytime and anywhere you have internet access
- A shared, multi-user environment
- Daily backup of data
- Space for storing files
- Customer support
- Reduced IT costs as your data is remotely hosted
- Automatic updates of your QuickBooks files by RightNetworks

Employee Benefits Planning — We help you to understand the myriad of employee benefits options there are and which ones to offer your employees given your business' unique industry and financial considerations.
Pricing Your Product or Service — If your accounting information system is well-designed , we can help you design reports and systems that will help you price your product or services. Additionally, knowing which areas of your business or which type of project is more profitable can guide you in knowing what area to concentrate on growing your business in a more profitable way.

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		Business Planning
Overview Tax Planning and Tax Preparation — Sechrest & Bloom, LLC Investment Management Planning Estate and Charitable Planning Insurance Planning Retirement Planning Employer and Concentrated Stock Planning Education Planning Employee Benefits Planning Business Planning Identity Theft Prevention Planning Secure, On-Line Client Portal		Setup and Rationale for Sole Proprietorships, Partnerships, LLCs, S-corps, etc. — Choosing the legal entity for your business is one of the most important decisions you make. We work with legal counsel to explain each available business structure to you and what the tax consequences of these entities are. Succession planning — Choosing the legal entity for your business is one of the most important decisions you make. We work with legal counsel to explain each available business structure to you and what the tax consequences of these entities are. Tax Planning — Throughout the year, we analyze and project what your business’ tax obligations will be, and how these obligations will affect your personal taxes. Tax Preparation — We prepare all Federal and State business tax returns and their associated forms. This includes 1) the Schedule C [sole proprietorship and single member LLC], Schedule E [rental and royalty income], and Schedule F [farm] sections of a 1040, 2) Form 1065 [partnership], 3) Form 1120 [C corporation], and 4) Form 1120S [S corporation]. Benchmarking — We help clients to understand and evaluate the current position of their business from a tax and financial perspective compared to industry standards and identify areas and means of performance improvement. Outsourced CFO Services — Our team can deliver comprehensive outsourced accounting services scaled to cover bookkeeping to CFO services. By outsourcing your accounting information system, you'll receive collaborative, specialized support so you can then focus on revenue generation and growing your business, significantly reduce the cost of maintaining an accounting department, increase the expertise and experience associated with your financial accounting function, gain an unbiased perspective about your accounting, employ a dedicated Accounting Team, and eliminate the impact of employee turnover at your organization. We use a QuickBooks-hosted service, RightNetworks, to provide on-line remote access to your virtual desktop from anywhere anytime through the internet. By using RightNetworks, we provide: - A safe and secure server that is available 24/7 so you can access all of your accounting information systems anytime and anywhere you have internet access - A shared, multi-user environment - Daily backup of data - Space for storing files - Customer support - Reduced IT costs as your data is remotely hosted - Automatic updates of your QuickBooks files by RightNetworks Employee Benefits Planning — We help you to understand the myriad of employee benefits options there are and which ones to offer your employees given your business' unique industry and financial considerations. Pricing Your Product or Service — If your accounting information system is well-designed , we can help you design reports and systems that will help you price your product or services. Additionally, knowing which areas of your business or which type of project is more profitable can guide you in knowing what area to concentrate on growing your business in a more profitable way.