See The Various Industries We Serve
Accounting Services by Soltis Investment Advisors
Soltis Investment Advisors provides accounting services for condo associations, homeowners’ associations, co-ops, and other Common Interest Realty Associations (CIRAs). We’ve worked with many HOAs throughout the years so we understand your reporting requirements, but we also strive to learn about the needs of your individual association. Our goal is to supply accounting and bookkeeping services that will help your organization run smoothly and plan for the future so we offer budget assistance, account reconciliations, tax planning, and much more.
Our experience with tax services for condominium and homeowners’ associations allows us to offer innovative strategies for complex tax situations that will minimize what you owe. We also deliver accurate monthly and year-end financial reporting along with reliable advice to association managers and board members throughout the year.
Accounting for Condo and Homeowners’ Associations
- Consulting on annual budgets
- Reserve funding consultation
- Assessing accounting procedures
- Evaluation of internal controls
- Tax planning
- Assisting with management company transition
- Consultation on computerized accounting systems
- Agreed-upon procedures
- Evaluating compliance with governing documents
- Assisting with recording adjusting and closing journal entries
- Educational presentations to Boards
- Planning for capital expenditures
- Special assessment analysis
- QuickBooks™ consulting
Healthcare industry businesses face many challenges on a day to day basis – which is why Soltis Investment Advisors offers accounting and bookkeeping services specifically tailored for healthcare professionals.
Our healthcare accounting services are designed to free up time to focus on your patients and reduce expenses by eliminating the need to hire an in-house bookkeeper. Over the years we have helped many healthcare providers with their accounting and tax needs, including doctors, dentists, chiropractors and more.
We offer medical professionals a variety of services including outsourced accounting and bookkeeping, tax planning, cash flow analysis, practice valuations and more.
Accounting Services and Practice Management
- Accounting and bookkeeping
- Tax preparation and tax minimization planning
- Controls analysis
- Practice management consulting
- Cash flow management
- Financial statement preparation
- Budgeting and financial projections
- QuickBooks™ setup and support
- IRS problem resolution
- Retirement tax planning
- Risk management
- Succession planning
- Estate and gift planning
Managing the accounting for a dental practice requires considerable time and effort. Dentists who want to center their attention on patient care turn to Soltis Investment Advisors. We provide dental practice accounting, bookkeeping, and tax services that are custom-made for oral healthcare providers.
At Soltis Investment Advisors, our accounting solutions work for all types of dental professionals including orthodontists, oral surgeons, and periodontists. We’ll keep your finances organized and accurate and deliver measurable results that show up in your bottom line. With our assistance, you’ll easily monitor cash flow and precisely track expenses so your practice runs smoothly and maximizes profits.
We’re highly experienced in tax planning for the dental industry so we’ll utilize every deduction available to reduce your tax burden. When we prepare your taxes, we’ll make sure you pay the lowest amount of tax allowed by current regulations.
Accounting and Tax Services for Dentists
- Dental practice management consulting
- Bookkeeping and accounting services
- Outsourced accounting and bookkeeping
- Strategic tax planning for dental practices
- Tax preparation for dentists and dental practices
- Financial statements
- Payroll services
- Cash flow monitoring
- Outsourced CFO services
- New business advisory
- QuickBooks™ setup and support
Manufacturers are under constant pressure to optimize production and reduce costs while contending with changing regulatory guidelines. To effectively manage your finances and gain a competitive edge in the marketplace, you need real solutions from a CPA firm you can trust. Soltis Investment Advisors has extensive experience in the manufacturing industry so we understand how you do business and will supply the financial tools you need to be successful.
Our innovative ideas help all types of manufacturing and distribution businesses meet the challenges of their industry to become more productive and profitable. We offer a comprehensive list of accounting services that enable manufacturers to efficiently monitor expenses, track inventory, and keep pace with new regulations. We’ll also develop a strategy to mitigate tax liabilities and increase profitability so your business can grow and expand.
Accounting for Manufacturers and Distribution Businesses
- Outsourced accounting and bookkeeping
- Inventory management
- Evaluation of internal controls
- Production control and analysis
- Budgeting and financial forecasting
- Financing assistance
- Mergers and acquisitions
- Break-even analysis
- Outsourced CFO services
- Payroll processing
- Tax planning strategies
- Business valuation
- Mergers and acquisitions
In our modern world, technological innovations change rapidly and tech companies must be prepared to react quickly to new market trends. Maintaining this frantic pace is extremely demanding but the accounting services our CPA firm offers will relieve some of the pressure so you can concentrate on building your business. Soltis Investment Advisors is experienced in working with small and midsized technology businesses and has the smart accounting solutions and effective tax planning techniques that will help yours succeed.
From new tech start-ups to established tech companies, we will work together to eliminate your financial obstacles. We have fresh ideas for streamlining your accounting processes, minimize your taxes, and managing your cash flow. We’ll generate monthly financial reports that clearly outline expenses and revenues so you can easily analyze how your business is performing and make adjustments. To reduce your tax burden, we’ll formulate a tax strategy that keeps you in compliance with current tax regulations while ensuring you pay the lowest taxes possible.
Accounting for Hi-Tech Startups
- Cash flow analysis and management
- Compilations and reviews of financial statements
- Small business accounting solutions
- Tax planning to reduce taxes and increase profits
- Outsourced payroll processing
- QuickBooks™ setup and support
- Outsourced bookkeeping services
- New business incorporation and advisory
- New business advisory services
- Outsourced CFO services
- Mergers and acquisitions
- Risk management services