Services

Few business and personal challenges can be more frustrating than working with the Internal Revenue Code, especially with the new changes imposed by the constant changes of the rules. Understanding that code and finding opportunities in it takes a full-time commitment. I have the commitment necessary to give you peace of mind.

At Frazier & Co., I combine a thorough knowledge of tax law with experience I’ve gained through years of working with individuals and small businesses. I provide tax planning strategies that work to minimize your tax liability and help you keep more of what you earn. Through proper planning, my goal is to eliminate any surprises at year-end. Paying too much in taxes can be troubling for small businesses and can negatively impact cash flow, so let me work with you to develop a plan to minimize your tax burden.

Consider the value you gain:

For Businesses:

• Offer guidance on business decisions made throughout the year that will impact annual tax liability.
• Employ strategies that will allow you to defer and/or accelerate revenue and/or expenses to another year, taking advantage of a lower tax rate.
• Analyze your books at year-end for overlooked deductions.
• Assist you on entity selection for your business to maximize available tax planning strategies.
• Advise you on the timing of equipment purchases to maximize depreciation deductions.
• Tax professionals dedicated to remaining up-to-date on the changing tax laws that affect your business.
• Assistance with sales and use tax collections, remittance and reporting.
• Income tax preparation, consulting, and planning for pass-through entities.

For Individuals: 

• Individual tax preparation, consulting, and planning
• Retirement planning for individuals
• Representation before the IRS or other tax authorities during audits, examinations, or notices
• Tangible property tax preparation, consulting and planning
• Fixed asset and depreciation management and tracking

Controllers are responsible for overseeing all client accounts, providing timely insights and financial advice, and carrying out proactive account management. Whether you need it all taken off of your plate, or just a few tasks, I can help.

The Controller activities is handled by a CPA, who has earned an MBA and MSA, with over a decade of experience in financial management and controller services. The level of services provided is customized to your company needs, and that determines the price of the service. Price ranges from $500-$10,000 per month.

A sample of some of the specific tasks a Controller is responsible for:

• Management of accounting and bookkeeping processes
• Budgeting and forecasting
• Preparation of financial statements
• Cash flow management and projections
• Accounting documentation, including processes, procedures, and operations manuals
• Job costing and inventory tracking
• Key metric benchmarking
• Payroll
• Third-party accounting software selection and implementation
• Oversight or preparation of month-end closings
• Evaluation of internal controls
• Audit preparation and advisory service

Still not convinced it is worth outsourcing critical responsibilities? Here are some other reasons why you may choose to get some extra help:

1. Your Company Has Trouble Closing their Books on Time. In any organization from start-up to enterprise, information is key to making all major decisions (or even minor ones). Data is integral for knowing where you are, where you’ve been, where you’re going, and how (and when) you will get there. Information helps the organization analyze opportunities and make decisions based on historical data or fact as opposed to making a guess. Information is what turns business into a game of strategy instead of a game of chance.
2. Your Organization is Experiencing Cash Flow Issues. If a company is experiencing cash flow issues, such as not having enough cash to pay employees, having high AR or AP, having out-of-control coats, or tight margins, a company will often hire an outsourced controller. The controller will be able to help organize and distill information that a CFO can then use to make strategic adjustments. Controllers are expensive employees to hire, command high salaries and benefits. There are hiring and training costs to be considered as well. Outsourcing the Controller responsibilities is a great way to save money-while still receiving the support you need to grow your business.
3. Your Organization’s Books are a Mess. If your organization’s books are a mess, it could be due to a variety of reasons. You may have grown too quickly to keep information up-to-date and well organized. Maybe your organization never had financial systems in place until now, or perhaps you’re raising funding and realize you need clean, accurate books to approach potential financiers. Whatever the reason, an outsourced controller may be the right solution. An outsourced controller can take disorganized, inaccurate, or incomplete books and fix them. This service may often be in conjunction with an outsourced CFO who can help define and implement financial systems to keep books organized and easy-to-manage in the future.
4. You’re Raising Capital or Preparing for a Merger or Acquisition. If your organization is preparing to raise capital or preparing for a transaction, you may enlist the help of an outsourced controller to ensure your books are clean, organized, and up-to-date. They will also be able to help poultry financial data that may be needed during due-diligence.

Client Specific Needs Such As:

Inventory, Capital Assets, Prepaid Expenses, Accrued Expenses, Accrued Payroll, Deferred Revenue, Work In Process (WIP), Compensation Programs (salary and incentive), Bonus and Commission Plan Design Assistance, Cash Management, Accounting System Establishing and Maintaining, Internal Controls Establishing and Managing, Assistance with Forecasting, Customer Analysis Reports, Financial Reporting, Major Expense Analysis, Accounts Receivable and Accounts Payable Management, Shareholder Presentation Preparation, Manager Training for Understanding and Interpreting Financial Reports, Assistance with Product Pricing Decisions, Profitability Analysis for Products and Divisions, Capital Budget Monitoring, Special Report Preparation for Investors, Accounting Rules and Regulations Compliance, Trend Tracking & Profitability Analysis, Financial Trend Analysis.

My primary mission is to help small businesses succeed.

Stop counting money.
Start making money.

I serve small business owners and entrepreneurs who believe that their time is better spent making money than counting money. Financial accounting should be an asset to your business, not a hassle. I can help by taking away the headache of day to day accounting and replace it with on-demand, real-time information that will help you make smarter business decisions.

If you want an efficient, technology driven accounting solution and timely information to drive better business decisions, Frazier and Co is the accounting partner for you.

Choose from a full range of accounting services to ensure that your financial goals line up with your financial reality. I will keep you fully updated on the status of your business via periodic meetings to look over your income and expenses, and source documents to ensure your general ledger and financial statements are accurate. With up-to-date business analysis in hand, you are better equipped to make informed decisions and develop a sound tax-planning program.

Ready to file your tax return?

We will provide reasonably-priced, convenient tax preparation for individuals and entrepreneurs who love their work, but hate tax forms and paperwork.

Due to COVID, the majority of in person meetings have transitioned to virtual meetings. Some evening and weekend appoints are available. We have a secure file transfer system for you to share your tax forms, like W-2s or 1099s, and this is where we will share your 1040. Have your own business and need to file Schedule C or Schedule E? We can help you with that as well.

Fees are based on what tax forms you provide. A quote can be provided, contact us now.

There’s a reason QuickBooks is the number one business accounting software. Put this robust software to work for you with QuickBooks setup and training. I can help you set-up your chart of accounts, review your inputs, or manage the whole process for you. Contact me for a pricing discount for your QuickBooks online. 

Looking for help in cleaning up your QuickBooks? Have questions on how to do something or where to find it? Contact me for a tailored plan to help you.