Take The Stress Out Of Accounting
Accounting Services by Soltis Investment Advisors
Every business must have a clear financial picture for both today and the future. At Soltis Investment Advisors, we offer a variety of business consulting services to small businesses in order to help them be successful. Our business advisor services are tailored to your individual business’ needs in order to maximize growth and productivity and minimize overhead and tax liabilities.
At Soltis Investment Advisors, we help clients with basic needs like accounting services and tax preparation to more complex situations like mergers and acquisitions. If you’re looking for an experienced business consultant, Soltis Investment Advisors can help. We’ll work with you to discuss your business needs and develop realistic goals to improve efficiency and grow your business.
Financial Consultant for Small Businesses
- Management advisory and business analytics services
- Customized Key Performance Indicators (KPIs)
- Critical Metrics
- Cash flow management
- Accounting and bookkeeping
- Tax planning and tax preparation
- Tax minimization planning
- Financial statement preparation
- IRS problem resolution
- Budgeting
- Outsourced accounting
- Outsourced CFO and controller services
- Tax planning for retirement and succession
- Estate and trust planning
- Risk analysis & management
- Profit improvement planning
Building a solid foundation for your new business to grow upon is essential to it’s success. Make sure you’re setting your best foot forward from the start by working with a local firm like Soltis Investment Advisors.
Whether you’ve already incorporated your business or are trying to determine the best entity to choose, Soltis Investment Advisors provides the reliable financial guidance you need to succeed in today’s economy. Our new business advisor services are designed to help businesses minimize tax liability, establish financial systems and develop a business plan to avoid costly mistakes.
- Selecting your entity type – We’ll consult with you to determine the best entity type for your business.
- Minimizing tax liability – We’ll implement tax strategies designed to minimize tax liability for your business, increasing your bottom line.
- Establishing an accounting and financial system – We’ll help you set up a system to track your business financial activities.
- Business plan development – We’ll assist in developing a set of attainable goals for your business.
- Small business consulting – Soltis Investment Advisors provides ongoing business advisory services to help you stay on track with the goals to improve profits.
We are excited to provide your organization with high-quality, affordable payroll processing services! Feel free to use the calculator below to estimate your set up and monthly payroll fees.
Payroll Processing Services for Small Businesses
- Monthly payroll processing for your employees and/or independent contractors;
- Federal quarterly tax reporting and payment;
- State quarterly tax reporting and payment;
- Annual W-2/W-3 and Form 1099/1096 completion;
- Customized reporting of wages and taxes based on your specific needs;
- Unparalleled customer service.
QuickBooks can make accounting and bookkeeping for small businesses easier – when used properly. Quickbooks is one of the most efficient tax and accounting softwares on the market, but only if you know the ins and outs of the program.
As Bellevue QuickBooks accountants and certified ProAdvisors, Soltis Investment Advisors can assist with the installation, set-up, training and support of your QuickBooks system to ensure you’re getting the best use of your accounting software.
QuickBooks Support for Small Businesses
QuickBooks Setup
Setting up QuickBooks properly ensures you get the most out of your accounting software. As Bellevue QuickBooks Certified ProAdvisors, Soltis Investment Advisors can help you install software, determine which accounts to import, map accounts, create templates and more.
QuickBooks Training
We’ll provide comprehensive training to you and your staff so you know how to use QuickBooks to its full potential and get the most out of the software. We offer on-site training so you or your in-house bookkeeper can easily handle day-to-day bookkeeping.
QuickBooks Support
Soltis Investment Advisors provides ongoing guidance and bookkeeping support to answer questions and troubleshoot problems. We can assist you on a continued basis with periodic data file clean up and review services to ensure accuracy.
In order to run a successful business, you need to manage your finances. Doing so can become increasingly difficult as your business grows. Working with a qualified firm like Soltis Investment Advisors ensures the confidence you need when addressing the accounting and tax demands of your business.
We’re not just an accounting firm, we’re business partners. When you hire Soltis Investment Advisors, we’ll join your team with accounting services specifically designed to save you time and provide all the financials needed to make important business planning decisions. We can customize any one of our services to meet the needs of your business. Whether you’re looking for basic outsourced accounting services to free up your time or strategic business planning to grow your business, Soltis Investment Advisors is YOUR SOLUTION.
Accounting and Bookkeeping for Small Businesses
- Complete accounting and bookkeeping services
- QuickBooks® desktop and online support
- Outsourced accounting and bookkeeping
- Payroll services
- New business advisory and assistance
- Financial and business consulting
- Outsourced CFO/controller
- Cash flow management
- Budget development
- Tax preparation and planning
- Retirement Plan Accounting and Tax Services
- Estate and trust planning
- IRS problem resolution
- Succession planning
- Financial statement preparation
- Business loan assistance
Estate planning goes well beyond creating a will. Whether for a business or individual, wealth accumulation and preservation for current and future generations requires proactive estate and trust planning strategies. Soltis Investment Advisors has extensive experience with estate and trust planning which includes investment and retirement strategies, succession planning, business continuity plans, charitable trusts, estate tax returns and more.
With proper estate and trust planning, you can be confident you will make more, keep more, and eventually leave your beneficiaries with assets with minimum taxation and at maximum ease. Soltis Investment Advisors will work with you to discuss your goals and recommend a plan that meets your personal objectives.
Estate Planning for Individuals and Families
- Estate tax planning
- Trust tax planning
- Tax reduction strategies
- Estate tax return preparation
- Gift tax return preparation
- Insurance planning
- Retirement Plan
- Accounting and Tax Services
- Succession planning
- Estate asset distribution schedules
- Business continuity plans