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Small Business Services

Our approach to working with our small business clients is relationship-based.

This means that we work with our clients throughout the year in providing tax planning advice and support on decisions that range from equipment purchases to debt management and cash flow projections.

Listed below are several of the key Accounting and Payroll Services offered by ATI Financial Services:

  • Analysis and Implementation of Legal Entity Formation Options
  • Payroll Processing including related tax reporting
  • General Ledger Posting and Month End Statements
  • Invoice Preparation and Bank Account Reconciliation
  • Billing
  • Budgeting and Forecasting

Our accounting staff includes team members who are certified in QuickBooks accounting software to provide our clients with comprehensive support.  Some clients prefer to keep certain accounting functions in-house.  ATI Financial can help there as well by providing QuickBooks Training to your staff.

Supporting our small business clients with tax matters is a year round process.  In addition to required annual filings, we work with clients on a regular basis to ensure they understand the tax implications of important business decisions.  Our experienced staff of tax professionals is well versed in all types of legal formations and sizes.  No business client is too small.

Key Tax Services provided include:

  • Corporate, Partnership, LLC and Sole Proprietor returns
  • Tax Planning
  • Quarterly Estimated Tax Calculations
  • Tax Strategies for Legal Formation & Tax Minimization
  • Sales and Payroll Tax returns
  • Retirement Plan Options
  • Representation before the IRS

There is never a fee for consultation.  Please don’t hesitate to contact us for more information.