Prepare for growth, stability and new opportunities, with Na & Associates as your trusted business advisor. As your sounding board, we work closely with your attorney and banker, helping you make sound and profitable business decisions. As such you can expect far more from us than just tax preparation. Our knowledge, insights and comprehensive analysis helps you answer questions such as "What should I focus on during the next three months to improve my business?" 

Basic Business Services
 
 
Keep More of Your Business Profits: Tax Planning & Preparation
Are you making the most of every business deduction legally available to you? Don’t discover new business deductions and tax law changes at tax time. During our periodic meetings with you, we discuss how tax law changes affect your business.
  • Gain the opportunity to maximize any potential tax breaks by customizing your business decisions throughout the year.
  • Minimize your tax exposure by acting on our recommended tax-saving strategies.
  •  Your taxes are meticulously and accurately completed, reviewed and filed on time.
 
Gain Productivity & Make Better Decisions: Bookkeeping Software Solutions Affordable and easy to use, Microsoft Office Accounting(MOA) and QuickBooks (QB) financial software both combine invoicing, bill paying, payroll, and financial reporting in one system.
  • Save time and money by concentrating on your business instead of accounting by taking advantage of the integrated features and our customized training.
  • Make better decisions by discussing critical business and financial issues with us every quarter, using your updated financial information.

Obtain & Maintain Loans & Lines of Credit: CPA Review & Compilation
Banks require CPA compiled financial statements every year to maintain your line of credit or term loan. Our experienced accountants review and compile your financial statements, helping you retain critical financial resources for your business.
 
“She takes a personal interest in learning your business, and she also makes a point of getting to know your staff as well.“

"Zero in" on Problems and Opportunities: Measure Your Business Performance
Objectively discover where to focus your efforts to improve your business. Our financial indices give you a “score” in different areas, comparing your company to your peers based on size, industry, SIC code and revenue.
  • Learn how well your company is performing beyond just "making money."
  • Pinpoint areas for improvement.
Support Business Growth & Acquisition: Secure Business Financing
Banks require a considerable amount of financial information and paperwork, in order for you to obtain business financing. This information, along with your good credit rating, helps the bank decide whether they want to help you with your financing needs. Our comprehensive and thorough business projections and loan proposals:
  • Save you significant time and stress
  • Increase the likelihood of you obtaining a business loan
“A lot of bankers know and respect her, and the ones that don’t become very comfortable with her, once they meet her.“

Satisfying Your Cash Flow Needs: Cash Planning and Analysis
Don't realize too late, that you don't have the critical cash to expand or support your business. Our cash flow analysis uses the best, worst, "what-if" and most realistic scenarios to identify your long-term critical business needs and planning strategies, so you can successfully manage your cash flow. 

  • Discover where your cash is going, and when and how much you will need. 
  • Determine, based on your business needs, where may you get it.
 
   
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