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SMALL BUSINESS CONSULTING

At Coastal Accounting & Tax Advisors, we understand that small businesses are the backbone of our economy.

WHAT WE OFFER

FINANCIAL ANALYSIS:

Gain a clear understanding of your business's financial health, identify areas of improvement, and make informed decisions for growth.

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TAX PLANNING & COMPLIANCE:

Minimize tax liabilities while staying compliant with ever-changing tax regulations.

 

BUSINESS STRATEGY:

Develop a tailored business strategy to set clear goals and achieve long-term success.

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BOOKKEEPING & ACCOUNTING:

Streamline your financial processes, save time, and ensure accurate financial records.

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BUDGETING & FORECASTING:

Plan for the future with confidence by creating realistic budgets and financial projections.

 

PROFITABILITY IMPROVEMENT:

Identify opportunities to increase profitability and optimize your operations.

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CASH FLOW MANAGEMENT:

Ensure you have the cash you need when you need it to keep your business running smoothly.

 

SUCCESSION PLANNING:

Plan for the future of your business and ensure a smooth transition when the time comes.

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Beneficial Ownership Information:

Reporting information to FinCEN about the individuals who ultimately own or control them. FinCEN began accepting reports on January 1, 2024.

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