Services
Consulting
Consulting Services at Sullivan & Grantham
At Sullivan & Grantham, we offer a comprehensive range of consulting services designed to help your business thrive. Our team of experienced CPAs provides expert guidance and tailored solutions to meet your unique needs. Our consulting services include:
Financial Planning and Analysis: We help you develop robust financial strategies, analyze your financial performance, and provide insights to drive growth and profitability.
Tax Planning and Compliance: Our tax experts ensure you stay compliant with the latest regulations while optimizing your tax strategy to minimize liabilities and maximize savings.
Business Advisory: From startup advice to expansion strategies, we offer practical solutions to help you navigate the complexities of running a business and achieve your goals.
Risk Management: We identify potential risks and develop strategies to mitigate them, ensuring your business remains resilient in the face of challenges.
Bookkeeping and Payroll: We manage your day-to-day financial transactions and payroll processes, allowing you to focus on what you do best – running your business.
Financial Health Evaluation: We conduct thorough evaluations of your financial health, providing actionable insights to improve your financial stability and growth prospects.
At Sullivan & Grantham, we are committed to delivering personalized consulting services that empower your business to succeed. Contact us today to learn how we can support your financial journey.
Tax & Compliance
Tax Services at Sullivan & Grantham
At Sullivan & Grantham, we understand that navigating the complexities of tax regulations can be daunting. Our comprehensive tax services are designed to provide you with peace of mind and ensure you stay compliant while maximizing your financial benefits.
Our Services Include:
- Tax Planning and Strategy: Tailored tax planning to optimize your financial situation and minimize liabilities.
- Tax Preparation: Accurate and timely preparation of your tax returns, ensuring compliance with all relevant laws and regulations.
- Audit Support: Expert assistance and representation in the event of an audit, providing you with confidence and support.
- Business Tax Services: Specialized tax solutions for businesses of all sizes, including corporate tax returns, payroll tax, and sales tax.
- Individual Tax Services: Personalized tax services for individuals, including income tax returns, deductions, and credits.
Why Choose Sullivan & Grantham?
- Expertise: Our team of experienced tax professionals stays up-to-date with the latest tax laws and regulations.
- Personalized Service: We take the time to understand your unique financial situation and provide customized solutions.
- Reliability: Trust us to handle your tax needs with accuracy and integrity.
- Support: We’re here for you year-round, not just during tax season.
Let Sullivan & Grantham take the stress out of tax season. Contact us today to learn more about how we can help you achieve your financial goals.
Financial Statement Preparations
Financial Statement Services at Sullivan & Grantham
At Sullivan & Grantham, we recognize the importance of accurate and insightful financial statements for making informed business decisions. Our financial statement services are designed to provide you with a clear and comprehensive view of your financial health.
Our Services Include:
- Financial Statement Preparation: Detailed preparation of balance sheets, income statements, and cash flow statements to give you a complete picture of your financial position.
- Financial Analysis: In-depth analysis of your financial statements to identify trends, strengths, and areas for improvement.
- Compliance Reporting: Ensuring your financial statements comply with all relevant accounting standards and regulatory requirements.
- Management Reporting: Customized reports to help management make strategic decisions based on accurate financial data.
Why Choose Sullivan & Grantham?
- Expertise: Our team of skilled accountants and financial analysts brings extensive experience and knowledge to every engagement.
- Accuracy: We prioritize precision and attention to detail in all our financial statement services.
- Timeliness: Count on us for timely delivery of your financial statements, so you can make decisions with confidence.
- Support: We offer ongoing support and consultation to help you understand and utilize your financial statements effectively.
Let Sullivan & Grantham be your trusted partner in financial reporting. Contact us today to learn more about how our financial statement services can benefit your business.
Wealth Management
Wealth Management Services at Sullivan & Grantham
At Sullivan & Grantham, we are dedicated to helping you achieve your financial goals and secure your future. Our wealth management services are designed to provide you with personalized strategies and expert guidance to grow and protect your wealth.
Our Services Include:
- Investment Management: Tailored investment strategies to help you build and diversify your portfolio, aligned with your risk tolerance and financial objectives.
- Retirement Planning: Comprehensive retirement planning to ensure you can enjoy a comfortable and financially secure retirement.
- Estate Planning: Expert advice on estate planning to help you preserve your wealth and ensure a smooth transfer to your heirs.
- Tax Optimization: Strategic tax planning to minimize your tax liabilities and maximize your after-tax returns.
- Financial Planning: Holistic financial planning to address all aspects of your financial life, including budgeting, saving, and debt management.
Why Choose Sullivan & Grantham?
- Expertise: Our team of experienced wealth managers brings deep knowledge and expertise to every client relationship.
- Personalized Service: We take the time to understand your unique financial situation and goals, providing customized solutions.
- Integrity: Trust us to act in your best interests, with transparency and honesty in all our dealings.
- Support: We offer ongoing support and regular reviews to ensure your wealth management plan remains aligned with your goals.
Let Sullivan & Grantham be your trusted partner in wealth management. Contact us today to learn more about how we can help you achieve financial success.
Cloud Accounting
Cloud Accounting Services at Sullivan & Grantham
At Sullivan & Grantham, we leverage the power of QuickBooks Online to streamline your accounting processes and provide you with real-time financial insights. Our QuickBooks Online services are designed to help you manage your finances efficiently and effectively.
Our Services Include:
- QuickBooks Setup and Customization: Expert setup and customization of QuickBooks Online to fit your specific business needs.
- Data Migration: Seamless migration of your existing financial data to QuickBooks Online, ensuring accuracy and continuity.
- Ongoing Bookkeeping: Regular bookkeeping services using QuickBooks Online, including transaction recording, bank reconciliation, and financial reporting.
- Training and Support: Comprehensive training for you and your team on how to use QuickBooks Online effectively, along with ongoing support.
- Integration Services: Integration of QuickBooks Online with other business tools and applications to enhance your workflow and productivity.
Why Choose Sullivan & Grantham?
- Expertise: Our team of certified QuickBooks ProAdvisors has extensive experience with QuickBooks Online.
- Customization: We tailor QuickBooks Online to meet the unique needs of your business.
- Efficiency: Our streamlined processes ensure that your accounting tasks are handled quickly and accurately.
- Support: We provide continuous support to help you get the most out of QuickBooks Online.
Let Sullivan & Grantham help you harness the full potential of QuickBooks Online. Contact us today to learn more about how our QuickBooks Online services can benefit your business.
Entity Formation
Entity Formation Services at Sullivan & Grantham
At Sullivan & Grantham, we understand that choosing the right business structure is a critical step in your entrepreneurial journey. Our entity formation services are designed to help you establish your business with confidence and ensure a solid foundation for future success.
Our Services Include:
- Business Structure Consultation: Expert advice on selecting the most suitable business structure for your needs, whether it’s an LLC, corporation, partnership, or sole proprietorship.
- Entity Registration: Assistance with the registration process, including filing the necessary paperwork with state and federal authorities.
- Compliance Guidance: Ensuring your new entity complies with all relevant regulations and requirements, including obtaining necessary licenses and permits.
- Operating Agreements and Bylaws: Drafting and reviewing essential documents such as operating agreements and bylaws to govern your business operations.
- Tax ID and EIN Application: Helping you obtain your Employer Identification Number (EIN) and other tax-related registrations.
Why Choose Sullivan & Grantham?
- Expertise: Our team of experienced professionals has extensive knowledge of business formation and regulatory requirements.
- Personalized Service: We provide tailored solutions to meet the unique needs of your business.
- Efficiency: Our streamlined processes ensure that your entity formation is handled quickly and accurately.
- Support: We offer ongoing support and consultation to help you navigate the complexities of starting a new business.
Let Sullivan & Grantham guide you through the entity formation process and set your business up for success. Contact us today to learn more about how our entity formation services can benefit you.