Quarterly Performance Review


Once the monthly books provide a clear picture a quarterly performance review and be performed. Cash management analysis will be performed to evaluate: Growth Analysis, Accounts Payable, Accounts Receivable.

Payroll we be reviewed to see if any adjustments can be made to qualify for employment credits. Income Shifting strategies will be applied to pay less in tax. Officer Compensation will also be looked into. No reason to pay yourself over $150,000 for anyone in an S-Corp or Partnership (tax tip)

Traditional vs Roth IRA Analysis will be performed. Individuals can put$19,500 into 401(k) tax free. There is no need to do Roth IRA if in high income bracket (tax tip)

Journal adjustments will be reviewed and research for any other credits your company may qualify for.

Book An Appointment