LaForte Financial Services, Inc. | One Financial Team...Countless Financial Solutions

Running a small business is hard work. You are not a Fortune 500 company with deep pockets and thousands of employees. You must use your time and dollars wisely, focus on the things you do best and outsource the rest in a cost effective manner. We can help you in some or all of the areas below. Read on and give us a call so we can meet and discuss the best ways to work together.

Accounting Services

Do you know where your money is going? We can help. Our team of accountants and bookkeepers provides these services for companies with (generally) one to twenty employees. Each month we pick up the records necessary to provide you with accurate and timely financial statements and reports. Without this critical management tool it's hard to imagine making sound financial decisions.

Tax Returns and Compliance

You won't have to worry about the myriad of taxes that you are liable for - income, payroll, sales and use and personal property to name a few. We'll make sure all of your tax filings are on time. No more penalties, interest and late fees.

When you work with us, we will agree on a way to work together throughout the year so that we can minimize your tax liability.

I see clients every day that are not properly insured. Most know it, but the thought of making one more call to one more vendor stops the process right there. I’ll do the legwork and make this an easy process for you. Here are just some of the products we can discuss:

You work hard today so that someday you don’t have to. We can help you implement the right retirement and investment plans both inside and outside of your business in order to meet your short and long term financial needs.

I can help you in a number of ways here. I can help you prepare your payroll on your own or I can set you up on our in-house payroll service. When we meet we can decide what's best for you. Either way we’ll find the most cost effective solution and eliminate the worry of quarterly payroll tax filings.

Entity Selection and Setup

Should you be a sole proprietor, LLC, Partnership, Corporation or S-Corporation? We’ll help you decide on the best option for your business and take care of all of the paperwork to become your entity of choice.

General Advice and Consultation

There is so much to running a business, procedures, controls, reporting, budgets, cash flow planning, personnel, information systems and more. I can help in many of these areas and then some. If you are you are a monthly accounting client I already assume that we will spend a certain amount of time together discussing these issues the year at no additional charge.

SMALL BUSINESS SERVICES