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At Adam M. Beaudry, CPA, LLC we understand that as a business owner you have plenty on your plate without worrying about complicated accounting and tax issues. Our experienced CPA firm provides accounting and tax solutions that are tailored to you and your business needs.

 

We believe in building trusting relationships with our clients while empowering them to make educated, informed decisions to ensure compliance and maximize tax efficiency.

 

In order to achieve this goal, we go beyond the traditional role of a tax professional who meets for annual tax preparation purposes only. There is more to running a successful business than staying compliant with annual filing requirements, and that is why we believe in the value and benefit of utilizing  ADVISORY SERVICES to assist our clients.

WHAT ARE ADVISORY SERVICES?

  • Advisory services allow us to meet with our clients and use our knowledge, experience, and expertise to educate them on business best practices, identify areas for improvement, and implement strategies.

HOW ARE ADVISORY SERVICES IMPLEMENTED?

  • A customized advisory package is created based on the individual needs of each client

  • Information is presented in an organized and easy-to-follow format using a Powerpoint Presentation

  • Follow up summary with action items are provided following each session

  • A copy of the Powerpoint Presentation is uploaded to your client center for easy access.

WHAT ADVISORY SERVICES DO WE OFFER?

  • Entity Structure Review

  • Entity Compliance and Documentation

  • Owner Compensation and Estimated Tax Planning

  • Understanding Your Profit and Loss Statement

  • Maximizing Tax Deductions

  • Independent Contractor-Employee Analysis

  • Self-Employed Retirement Plans & Fringe Benefits

  • Accounting System Set Up

  • Administrative Operations Set Up

  • Multi-Entity Organizational Structure & Flow of Funds

  • Equity Planning-Post Tax Net Worth

  • Purchasing a Business Vehicle

  • Selling your Business

  • Rental Property Operations

  • Succession Planning

  • Cash Flow Analysis/Debt Management

  • Estate, Gift, and Wealth Transfer Planning

  • Personal Cash Flow Planning/Budgeting

  • Retirement Planning

  • Charitable Planning

Working with our clients to provide financial information in a timely and accurate manner.

Providing highly-educated and experienced tax planning and preparation services.

Providing specialized knowledge and exceptional service for your business.

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