For Small Businesses

Small Business Services

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.

The Cares Act, San Luis Obispo Business Owners, And Student Loan Repayment

2021 is hurtling at us, isn't it? May it ever come sooner.Well, except for this part:I'm here to remind you that while we can (and, often, do) do wonders with "after the fact" tax return information, the best work we can do for you and your San Luis Obispo business is...

The Million Dollar Question of Selling Strategies for Your San Luis Obispo Business

At least for the moment, we can’t say our new president isn’t keeping his campaign promises. On February 4th, additional tariffs of 25 percent on goods from Mexico and Canada, and an additional 10 percent on goods from China will go into effect. Of course,...

CFPB Small Business Loan Requirements & Your San Luis Obispo Biz

The 2024 federal tax season has reached its end… well, unless you joined the other 19 million taxpayers and filed for an extension. That’s something we anticipate every year here at Burkart & Stevens, CPAs and Advisors. And we’ll be working away the...

The Work Opportunity Tax Credit: Year-End Hiring Benefit for San Luis Obispo Businesses

Key TakeawaysYes, the WOTC applies if you hire someone before December 31, 2025. You must submit IRS Form 8850 to your State Workforce Agency (SWA) within 28 days of the new employee’s start date. The credit can be worth up to $2,400 per eligible...

The Seven Primary Tasks For Any San Luis Obispo Business Team

A week past the election, and still plenty of disagreement about the results.That means this is another week where you have the opportunity for the other chumps out there to get massively distracted by the political war games ... while you go about quietly building...

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 to Choose the Right Payroll Software For Your San Luis Obispo Small Business

The nation’s collective basketball-related madness has begun. (Thanks to tax season, my team and I have been feeling the madness for a while now. So welcome to the party). How is your bracket faring? Because I love statistics, here’s one for you: So far in March...

Strategic Business Planning to Level Up Your Chorro Business

What are your goals for your San Luis Obispo business this year? I’m going to assume filing your taxes on time is already on your list. For the financial well-being of your business, that needs to be one of your top priorities right now. And the IRS has just...

Season’s Greetings From Burkart & Stevens, CPAs and Advisors

Season’s greetings from the Burkart & Stevens, CPAs and Advisors team. For you and me both, this week can feel like a blur – trying to finish out last-minute year-end tax moves while making sure the books are wrapping up nicely. And while it’s rather...

Customer Relationship Management Software for San Luis Obispo Businesses

Apparently, it is National Small Business Week. And while I tend to think these kinds of “national weeks” or days, or what have you, are often pretty silly … well, as someone who has been in the trenches with the SMB community over the last few years, I...

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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