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Solutions for

BUSINESS ADVISORY

Are you looking to start a business?
Do you need a financial consultant for your existing business?
Giving a Presentation

Every business or organization needs a clear sense of purpose of where it is today and where it wants to be in the future. To achieve this, most successful organizations rely on a strategic plan that can bridge the gap and provide guidance in developing ways to improve efficiencies and profitability in order to add value to a company and help achieve its goals.

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Strategic Financial Services, a local tax and bookkeeping firm, is a true business advisor with a wealth of business advisory and business consulting experience. We provide management consulting, financing assistance and strategic and business planning services to our small business clients in Houston.

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Our services are customized to meet your individual needs and provide you with the convenience of working with a Houston-area tax and bookkeeping firm. Our collective experience in a broad range of industries enables us to provide consulting services in almost any financial and business situation including the following areas:

Market Analysis
Upward Curve

  • Acquisitions and mergers

  • Financial planning

  • Break even analyses

  • Budgets

  • Estate planning

  • Buy/sell agreements

  • Cash management

  • Compensation programs

  • Family business issues

  • Financial projections

  • Internal control evaluations

  • Inventory controls

  • Operational reviews

  • Profit improvement planning

  • Succession planning

  • Management and operations review

  • Estate and gift valuation

Incorporation & New Business Advisor Services

Incorporation of a new or developing business is a relatively straight-forward procedure, but one that has long term consequences. Strategic Financial Services can guide you through the process of forming your new corporation, including the preparation of financial statements and business plans to help secure funding.

The IRS gives corporations a series of tax benefits and advantages that are not available to sole proprietorships and other forms of small business. That's why we recommend business owners seek proper advice as to which type of corporate structure is appropriate for their particular needs.

 

New businesses

 

To save you from unnecessary taxes and limit your liability, we begin by helping select the right structure for your type of business (s-corporation, c-corporation, partnership or Houston LLC). Included in our incorporation services is a quarterly tax planning service to secure the best possible tax position for the available benefits for your new corporation.

 

Existing corporations

 

Are you taking full advantage of all the tax benefits available to your business? Many business clients come to us who have previously formed corporations or LLCs, but are not taking advantage of their built in tax benefits.

Strategic Financial Services has saved money for many existing businesses throughout the Houston area and may be of immediate benefit to your bottom line as well. Our first step is to determine whether your current corporate structure is still the proper entity for your business and then implement the tax benefits going forward.

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