For Small Businesses

ESTABLISH GREATER PROFITABILITY AND BUSINESS EFFICIENCY!

Your business’s profitability and operational efficiency are at the center of your business’s success!
Our experience, resources, and attention to detail make our accounting services second to none. As an experienced accounting team, we look forward to the opportunity to help transform your business’s financials as we work with you to establish short- and long-term strategies for growth and profitability.

WORKING WITH US AND ENLISTING OUR BUSINESS SERVICES COULD MAKE ALL THE DIFFERENCE!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or crave some much-needed business coaching or other strategic consulting, we have been doing this for years and stay on top of all of the new regulations to help you take the most advantage possible. Legally and ethically – and profitably.

We work with our clients in a relational way to help them experience the financial success they desire – whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

Accounting Done For You

Don’t waste your valuable time on bookkeeping and finances… Give yourself time to do what you do best.

Bookkeeping For Growth

We read between the lines of the systems, the softwares, and the financial statements to see the true financial story being told.

Cash Flow Management

In this economy “Cash Is King”… We’ll make sure you’re positioned right.

Internal Control Systems

Discover how our systems can free you to work ON your business… not IN your business.

Payroll Services

Scrimping on payroll services will red-flag your business with the IRS.

Quickbooks Services

Save time AND money with QuickBooks.

Succession Planning

Passing your business to a family member or associate can be a risky proposition.

Starting a Business

Know the simple steps for starting your business right.

Strategic Business Coaching

More than just a tax return service…
We’ll “take you by the hand” in every aspect of your business.

Estate Planning

Make sure your family transitions prepare your children and your family for financial freedom.

How To Start Your Baltimore Small Business, Part Two

The next generation might not know what Benjamin Franklin was talking about when he said "A penny saved is a penny earned." That and so many other cliches we take for granted related to money. Lucky penny...pennies on the dollar...penny for your thoughts...see...

Estate Planning: A Starting Place For Baltimore Business Owners

Let's leave aside culture wars controversies about the opening ceremony – the Olympics still bring the magic. And in the dog days of summer, with so much chaos brewing in so many political and cultural corners ... well, it is, in fact, a nice way to leave aside...

How to Improve Customer Service in Your Baltimore Business

There's something that's happened for the third year in a row... According to the most recent report, Americans feel that customer service is worse this year than last year ... and the year before ... and the year before that, apparently. Even with pandemic...

Business Intelligence You Should Collect for Your Baltimore Organization

While I generally stick to financial matters with my Baltimore clients, there are times that it serves well to speak into other aspects of their businesses as well. For example, though inflation seems to be cooling down and the Fed is hopeful for interest...

Quickbooks Alternatives for Baltimore Businesses Post QB Price Raise

Remember that noncompete ban I told you about a while back? The ban that was originally supposed to take effect on September 4 has been temporarily paused. You already know the implications of this ban for your business: vulnerability to head-hunting, higher...

Overtime Pay Changes Seriously Affecting Your Harford County Business

The barcode is so commonplace you kind of forget that it was the cutting edge of retail technology once upon a time. Now, you probably only think about it when you scan it at the register (BEEP). But this year is, in fact, its 50th anniversary. But, as...

P. Delatado, CPA’s Self-Employment Health Insurance Guide

The heat is turning up everywhere right now, literally and metaphorically. Word on the streets from my Baltimore tax pro friends is that the IRS is leveling up their ERC claim investigations right now. If you filed a claim correctly, meaning you met all the...

Mid-Year Business Goals Check-in For Baltimore Owners

The longest day of the year is this week. With the sun setting so late, it almost feels like getting to live another day when work's done. But, as exciting as the summer solstice is, it should feel a bit like a slap in the face – we're halfway through the year...

A Leadership Qualities List To Help You Build Your Baltimore Company Team

In conversations with Baltimore business owner friends recently, it seems hiring has been a struggle bus (can you relate?). There are qualified applicants showing up in their resume stacks. But, what's more difficult to look for in that pile is the right combo of...

Keys to Worker Efficiency for Baltimore Small Business Owners

An unfortunate thing about being a business owner sometimes is that you are at the crosshairs of the changing winds of the culture. And these past ten years, the very polarized political environment has put some pressures on businesses to align with different...

How You're Missing Legal Tax Deductions

Here’s a certain truth: The State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers (like you) are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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