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 Businesses Can Market More Effectively In This New Normal

I have some ideas for San Luis Obispo small business owners to chew on today about how to connect more clearly and deeply with your clients and prospects, but before I get there, some news:There is still no word about automatic PPP forgiveness for smaller loans (under...

Hiring a Consultant for Your San Luis Obispo Business

Remembering and honoring Martin Luther King this week has me thinking once again about being a voice. It’s hard not to get inspired listening to the iconic words of the famous I Have a Dream speech (if you’ve never listened to the entire speech, it’s worth...

A New Retirement Plan for San Luis Obispo Small Business Owners

Well, the U.S. government has decided it can go on spending money – 1.2 trillion dollars to be exact. That means the departments of State, Defense, Labor, Health and Human Services, and Homeland Security are funded, through next September anyway. So the shutdown...

How To Start A Small Business: Burkart & Stevens, CPAs and Advisors’s Steps (Part 1)

We’re all waiting and watching (and hoping) to see if federal interest rates will be dropping soon. But the outcome of the August jobs report could also have a big impact on stock market prices. What does this mean for you as a small business...

Changing Your San Luis Obispo Business Structure – A Savings Opportunity?

Prepare, prepare, prepare. As a recession is bearing down on us all, figuring out how to prepare for economic downturns is something you should be concerned with in your San Luis Obispo business. I know I am.Now, while you and I can’t prepare for every eventuality, we...

10 Tax Write-Offs for Your San Luis Obispo Small Business

How did Memorial Day affect your San Luis Obispo business this year? Did you run any sales or promotions for members of the military? Join a parade to advertise your business? Holidays are an excellent opportunity to connect with the community and get visibility.And,...

Succession Planning 101 for San Luis Obispo Businesses

Whether you’re partial to the Olympics or American football, this past week has brought some great athletic entertainment to many San Luis Obispo homes and businesses. As we speak, the U.S. has managed to grab 16 medals – 7 of them gold. Among those gold medal...

How To Start Your San Luis Obispo Small Business, Part Two

The next generation might not know what Benjamin Franklin was talking about when he said “A penny saved is a penny earned.”That and so many other cliches we take for granted related to money. Lucky penny…pennies on the dollar…penny for your thoughts…see a penny pick...

PPP Forgiveness Reminders For San Luis Obispo Businesses

Doing business in the summer of 2020 sure ain't easy.I have San Luis Obispo clients all over the spectrum -- some whose businesses are on their last legs because of social restrictions and lockdowns, some who are hanging steady, and some who have found ways to...

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,...

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: