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.

 

Burkart & Stevens, CPAs and Advisors’s Guide to the Profit and Loss Statement

As a small business owner, you’re often preoccupied with all the things that go into running your San Luis Obispo business – the daily logistics, managing employee workflow, paying the bills, bringing in more customers… making a profit. Let’s focus on that last...

All About BOI Reporting for San Luis Obispo Business Owners

It seems business leaders aren’t worried about recession anymore. At least that’s what the annual World Economic Forum decided last week.  Economic experts and business leaders are saying that we're not likely to see a U.S. recession in 2024. The Federal Reserve might...

What San Luis Obispo Business Owners Need to Know About Commercial Real Estate Mortgages

Does the thought of paying rent to your San Luis Obispo commercial landlord for eternity make you cringe?Do you get a little bit of FOMO when you hear stories about other people building empires with real estate?The decision to purchase your own space from which to...

4 Strategies for Steadier Cash Flow in Your San Luis Obispo Seasonal Business

Summer usually means slowing down — pool days, vacations, maybe catching the sunset from your deck after work. But as a business owner? It means managing staff vacations, trying to stay visible while your customers are mentally on vacation, planning ahead for Q3, and...

My San Luis Obispo Small Business Health Quiz (Part 2)

Let's start today with a couple questions I've been getting here at Burkart & Stevens, CPAs and Advisors from our San Luis Obispo small business clients about the second round of the PPP, and some of the new provisions of the recent bill that affect businesses.If I...

Which Bills to Pay First in Your San Luis Obispo Business

Holiday creep. It’s real.Here we are in early November, and it feels like Christmas decorations and other holiday chicanery have already been upon us.San Luis Obispo retailers are buckling in for what looks to be a rough shopping season, given current economic...

Alleviating Cash Flow Management Pains for San Luis Obispo Businesses

[1] Because we’re talking cash flow management today… with a recession looming on the horizon and the effects of inflation being felt so hard in everyday life, it’s difficult not to freak out over what lies ahead for your San Luis Obispo small...

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...

Burkart & Stevens, CPAs and Advisors’s Self-Employment Health Insurance Guide

The heat is turning up everywhere right now, literally and metaphorically.Let’s discuss that in terms of your San Luis Obispo business if you filed an Employee Retention Credit (ERC). See, the IRS is leveling up their ERC claim investigations right now. If you...

Business Taxes 2025 In Your San Luis Obispo Business Under Trump

It’s nice to know that, in the midst of so much division, Americans can still rally together around something – even if it’s just boxing. Over 60 million households Netflix-streamed the boxing match between Jake Paul and Mike Tyson that took place over the...

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: