Betro and Company Services
Below, you'll find more information on each one of our services.
Accounting and Taxes
Support
Meaningful, well organized books ensure that your business operations are more efficient and are the building blocks of a successful business. We offer a full range of services to accommodate all your bookkeeping needs.
So much about starting up a company and operating a business is about planning: planning budgets, planning for expansion and upgrades of equipment and software, planning for the unexpected, and adjusting those plans when the unexpected does indeed happen. Having a team of financially minded people on your side is essential for budgeting and forecasting. We are that team.
Buying or selling a business is one of the biggest decisions you'll make in life. We counsel you through everything you need to know when you're considering buying a new company-such as securing financing and long-range viability. When you're selling a business, we evaluate all of the tax implications and the impact the sale will have on your financial life. We make the leap off the cliff look a lot less steep.
As business owners ourselves, we have many of the same business and tax issues that you have, such as remaining competitive while remaining profitable, securing financing, and understanding cash flow projections. In other words, we get it. This means we also have proven strategies for helping you succeed. From our solid relationships with area banks to the varied skills of our outstanding staff of CPAs, we have the business expertise you need to be successful. In addition, we'll help you answer those business questions that crop up: should I lease this space? Should I buy this piece of equipment? Should I consider this merger or acquisition? We'll be your key advisor in these business decisions.
You've worked hard building your business and you want to ensure that the next generation is prepared to carry on what you started. We use our decades' worth of experience to help clients avoid common pitfalls, to make sure every action has been carefully considered, and to understand issues pertaining to the succession. We do all this while keeping in mind the very personal nature of this transaction.
Understanding the true value of your business is essential in order to be able to make a variety of business decisions that will provide the optimal results for you and your company. There are many situations in which businesses need to be valued: estate tax planning, gifting programs, divorce, business sale or acquisition, partner dissolutions, and Sub-Chapter S elections. Our certified valuation analysts provide a comprehensive and objective analysis to ensure that the decisions made are based on sound evidence and reasoning, not emotion.
Estate and Retirement Planning
To protect the assets you spend a lifetime accumulating, Betro and Company, together with our affiliate, The Law Office of Felix S. Betro, will design plans to preserve wealth and minimize taxes.
It is never too early to start planning for your retirement. A periodic review of your financial plan will ensure financial independence through your retirement years.
Our payroll department offers service bureau efficiency with a personal touch to companies with 1 to 500 employees. Impounding, Direct Deposit and Workers' Compensation services are available.
QuickBooks® is a great financial tool for business owners if you understand how to use it. We can assist you in formatting the software to work properly and efficiently for your particular industry. We can train you, your bookkeeper, or other staff members on how to harness the power of QuickBooks®.
Year-round planning can help minimize both your business and personal tax burden. At Betro and Company, we keep abreast of current trends and techniques to help you achieve your goals and put you in control of your tax situation.
Quality financial statements can be the key to securing financing for expansion, improvements, or working capital. We can prepare audited, reviewed, or compiled statements depending on your requirements.
Contact us today for a FREE initial consultation.