For Small Businesses

Establish Greater Profitability and Business EffICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ 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’ 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 you 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.

 

How San Luis Obispo Small Businesses Should Handle A Crazy Customer

We're keeping our powder dry over here at Burkart & Stevens, CPAs and Advisors, as it relates to the "American Rescue Plan'' proposed by Biden. There's plenty of talk about it ... but as of yet, nothing has passed.I prefer to live in the world of what *is* -- instead...

Stevens’ Guide To Getting Tasks Done

Maybe I'm writing this today because we're very much feeling the end-of-year crunch here at Team Burkart & Stevens, CPAs and Advisors.Really, we only have a few business days left before 2020 is in the rearview. Yes, my heart wants that to happen YESTERDAY, but my...

Business Owner Salary: Cole Stevens’s Guide to Setting Yours

If there’s one thing you can take comfort in as you’re handling the effects of tariffs in your San Luis Obispo business, it’s that you’re not alone. Even titans like Pepsi are feeling the impact. They’re taking hits because of the 25 percent tariff on aluminum,...

Tax Paperwork Checklist

These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...

How San Luis Obispo business owners can beat occupational stress

As a San Luis Obispo business owner, you carry the weight of your company on your shoulders. But the reward is this: when things go well – your profits are good, you’re meeting your business goals, you’re dreaming for the future, entrepreneurial FREEDOM is in the...

A Step-by-Step Guide to Business Loans

Ever feel like the whole world is taking a summer vacation except you?That’s real: Small business owners can’t always afford to step away from the helm to take those long, glorious vacations you see on social media (maybe beach and Europe photos are already popping up...

Business Fraud Prevention Strategies Every San Luis Obispo Business Should Know

There’s an inbox full of good news to take in this morning.First, we didn’t die from the 53-year-old Russian spacecraft that was hurtling uncontrolled towards Earth this weekend. Kosmos 482 finally crashed into the Indian Ocean after failing to land on Venus in...

The Nuances of Sales Tax Holidays For San Luis Obispo Business Owners

Firstly — a quick reminder for those of you working under a corporate status: we gotta file those returns for you by March 15th — so help us help you. Send us anything we've been asking for ... today? :)Second — there are less than 30 days before the ERC withdrawal...

Burkart & Stevens, CPAs and Advisors Wants to Know: Got a Business Exit Strategy?

The big day is almost here. No, not tax day.(Which is on April 18th this year — and you should be thinking about that now and start by grabbing a time on our calendar: tell://(805) 543-6876 )I'm obviously talking about the Super Bowl. And maybe you’re not paying...

How the Bank Crisis Affects San Luis Obispo Business Owners

Now, I know that I recently started talking about the new FinCEN reporting requirement and promised a part two… which I’ll absolutely get to in an upcoming blog.But this time I wanted to take the opportunity to speak about the banking “crisis” that has a lot of San...

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!

Let Us Help: