|
|
 |
 |
|
|
|
 |
|
At Thaney & Associates,
we routinely provide our extremely diverse base of clients
with the widest possible range of financial services. But
the way we provide those services is anything but routine.
We pride ourselves on our ability to quickly understand your
unique situation and supply a tailored package of high-quality,
personal services that will best serve your individual needs.
Our routine services
include: |
| |
|
|
| OAccounting
& Auditing Services |
|
Defining
goals. Monitoring progress. These are the services that
Thaney & Associates can provide to you that go above
and beyond the traditional compliance services. The
compilation, review or audit that is prepared for you
is only meaningful if you understand how to use the
information to make your business better. That’s
why, at Thaney & Associates, we help our clients
help themselves. Showing you how to make your business
more consistently profitable. Today. And well into the
future. |
|
|
| OTax
Services and Planning |
|
| Forward thinking. That is the Thaney
& Associates vision. Which is why when preparing your
tax return, we don’t just look behind at the year
that has passed. Whether it’s an individual, corporate,
partnership, not-for-profit, estate, trust or gift tax
return, we want to look at the upcoming year and the years
ahead to determine what the best course is for you. We
know that planning is the key to creating the most desirable
tax situation possible. The Thaney tax preparation approach
is a proactive one. We work in conjunction with your other
professional partners– attorneys, bankers, financial
advisors, insurance representatives– to maximize
your tax advantages while avoiding unpleasant end-of-year
surprises. This approach, combined with our always-current
knowledge of new developments in tax laws, will generate
substantial tax savings for you. Read
more. |
|
|
| OMergers
and Aquisitions |
|
For most business owners, the sale
or other transition of their business is the single
most important, and perhaps the largest, financial event
that occurs in their lifetime. Unfortunately, most owners
don’t have an exit strategy. And selling at the
wrong time or without the right information can substantially
lower the market value of the business.
Whether your motivation for undertaking the merger
or acquisition process is based on your desire to retire
or succession concerns, the diversification of your
assets, your desire to expand your capital, or the need
for larger markets, Thaney & Associates has the
game plan for your organization.
We can assist you in all areas of stock or asset sales,
mergers, or acquisitions. Our highly experienced Merger
& Acquisition specialists provide insight and strategies
on such matters as:
- When is the right time to sell?
- Should all or part of the business be sold?
- Is the company ready for sale, or should the focus
be on building value for a future sale?
Read more. |
|
|
| OBusiness
Valuations |
|
| A valuation requires professional expertise
and judgment. There are many reasons to evaluate the worth
of your business–you may be looking into selling;
you may want to reduce the risk of audits and penalties
on your estate or save your heirs from tax liabilities;
you might even be trying to expand your business, and
securing a loan is easier if you know its true market
value. Whatever the reason for the valuation, Thaney &
Associates has the experts you need to determine the most
beneficial value possible for your business. |
|
|
| OBusiness
Brokering |
|
| If you are looking to buy or sell a
business, use our networking capabilities to make the
search easier. Don't spend too much time and money trying
to do it yourself– we have the resources and knowledge
to help you find a great deal. |
|
|
| OBusiness
Financial Planning |
|
| Helping you work ON your business not
IN it is our goal when we help you plan for your business.
After all, why did you go into business in the first place?
Independence? More money? A better lifestyle with more
free time? Greater challenge? Or a more secure future
for your family? But the reality has become long hours,
stress, greater risks and responsibilities and less time
with your family. A Thaney business plan can help you
get your business on the right track so you can enjoy
the freedom you deserve. And have the opportunity to grow
your business rather than just maintain it. Read
more. |
|
|
| OPersonal
Financial Planning |
|
| Wouldn’t it be nice if your personal
financial future were set? If all the pieces just fell
into place and required no effort on your part? We may
not be able to completely remove you from the process,
but we’ll do our best to make everything as painless
as possible. We’ll first provide you with an accurate
picture of your financial situation, so you can make decisions
that will benefit you most. Decisions that will enable
you to obtain your financial goals. Enjoy your business
and still have life outside of the office. It’s
everything you’d expect from an accounting firm
that looks at the bigger picture to help you realize your
financial vision. Read
more. |
|
|
| OEstate
Planning |
|
| Do you need an estate plan? The short
answer is yes. If you own property, whether it’s
a house, a car, jewelry, or collectible, have bank accounts,
investments or a retirement plan account, you need to
direct how and to whom your property will be distributed
after your death. And even if you already have an estate
plan, you may be surprised to learn that it is out of
date. Changes in your family– the birth of a child
or grandchild, death of a spouse or close relative or
friend, marriages or divorces in your family all necessitate
revisiting your estate plan. Moving to another state,
buying or selling a business and of course, retiring,
are reasons to revise your estate plan, too. Last but
not least, tax laws may have changed unbeknownst to you.
All the reasons you need to have us create the best plan
to preserve your family’s wealth. Read
more. |
|
|
| OOutsourced
Bookkeeping |
|
| Thaney & Associates believes in
the 80/20 rule of business– 80% of your profit comes
from 20% of your efforts, and 20% of your customers contribute
80% of your sales. With accurate accounting data, you
will be able to focus your efforts on the most profitable
work. Our experienced bookkeepers will help you determine
where your efforts should be focused. Read
more. |
|
|
| OVirtual
Bookkeeping |
|
| Imagine: from anywhere in the world,
knowing exactly how your business is doing 24 hours a
day, 7 days a week. Our most important goal is to provide
meaningful numbers to your desktop every day by 5:00 PM.
We will help you determine which five critical numbers
you should check on daily. What you can measure, you can
manage, and what you can manage, you can improve. You
can look forward to a better picture of your business.
Read more. |
| |
|
| OCFO
for the Day |
|
| Your business is growing, and you need
more financial leadership than just a bookkeeper can provide.
The only problem is, you can't justify the cost of a full-time
chief financial officer yet. We have the solution–
a Thaney CFO for the Day. One of our CPAs will come to
your office one day each month to provide the short- and
long-range vision, global perspective and focused insight
better financial decisions are based on. Read
more. |
|
|
| OTechnology
Consulting |
|
| A leading cause of business failure
is inadequate record keeping. Which is why having the
right information to properly manage your business affairs
is so important. Our technology department can help you
choose the right software for your business, allowing
you to have the information that you need at your fingertips.
We are knowledgeable on the new automated accounting systems
that will relieve administrative concerns so you can concentrate
on building your business. Read
more. |
|
|
| ONew
Venture Planning |
|
| So you’re thinking that you’ve
discovered a can’t-miss business opportunity. Well,
did you know that you have better odds for success at
the tables in Vegas than you do in starting a successful
business? So now you’re thinking, “What do
I do?” Don’t do anything until you call Thaney
& Associates for answers. Working with us in the beginning
stages of developing your business dramatically increases
your odds of long-term success. From creating a business
plan, to deciding what type of entity will best suit your
needs (S Corporation? C Corporation? LLC?), to finding
the right people to help you with financing, payroll services,
etc. Thaney accountants are experienced in helping you
get your new business up and running, and moving in the
direction that you have envisioned. |
|
|
| OBusiness
Development |
|
| Do you dream about a successful, profitable
business that is personally rewarding and delivers the
lifestyle you desire? The Thaney team knows that it is
absolutely essential for you as a business owner to have
a vision for your organization. We have the tools necessary
to help your vision become a reality– the investment
of energy, the accumulation of knowledge and the power
of thought to help you succeed. Read
more. |
|
|
| OManagement
Consulting |
|
Every organization has challenges.
The challenges are usually symptoms of deeper issues.
The key to finding the solution is to identify the deeper
issue. The amazing thing is that you already possess
the knowledge and information that is needed to define
the problem, and therefore, resolve it. However, it
is difficult for you to do this because you are at ground
level with the problem– you need help from someone
with a different point of view, someone who can see
your operation from 10,000 feet above. That is where
we come in.
We have made a surprising discovery, which is that
all businesses– no matter the size, industry,
or location– face similar problems. They are typically
organizational, strategic or operational. But we don’t
stop there, because simply understanding a problem does
not solve the problem. We take it a step further, and
using a proven scientific method, we will cultivate
alternative solutions, then evaluate and select the
best one for you. From there we will implement the solution,
and monitor and adjust as needed. |
|
|
| OForensic
Accounting & Litigation Support Services |
|
| If you are trying to tighten up your
internal controls, you can turn to us for help. Our forensic
accounting capabilities include investigation into employee
theft, securities fraud, identity theft and insurance
fraud. Beyond just identifying the problems, we can make
recommendations so that you can minimize your risk for
loss. Read more. |
|
|
| OTaxing
Authority Representation |
|
| At Thaney & Associates, we stand
behind every tax return we prepare. That is why we promise
to take a strong supporting role if it ever becomes necessary
to represent you before the IRS or other taxing authorities. |
|
|
| OQuickBooks
Training Seminars |
|
| Thaney & Associates Certified QuickBooks
ProAdvisors® have been tested and certified on QuickBooks.
Which means we can help you get answers, choose the right
product, get setup right, troubleshoot, advise about tax
and financial implications, and more. Read
more. |
|
|
|
|
|
|
