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The legacy of Baxter Tax Consulting is based on results, relationships, and relief. This is Sandi Baxter Pierson’s promise to you:

Results – I work with you on a personal level to determine the best solutions for your unique needs, and then leverage my seasoned expertise to achieve the best possible results.

Relationships – I am your trusted partner in success. I offer a full range of professional services at a fair price and give you the individual attention that you deserve.

Relief – Rest assured that when a need arises, I am ready and capable to handle everything for you so you can focus on what matters most to you.

How Baxter Tax Consulting helps small business owners gain insight into their operations

Consulting with an accountant year-round will give your business the edge to thrive, even in a difficult economy.

Small businesses must constantly juggle competing priorities and make the tough decisions on where to allocate valuable resources. Most businesses struggle with where to spend and where to cut during an uncertain economy. Many cannot afford to have a full-time accountant on staff, and while some owners may have solid working knowledge of the day-to-day bookkeeping or accounting needs of their businesses, the majority of companies rely on the expertise of a designated accountant only during tax season. Once tax season is over, many of those same small business owners likely go back to managing their books on their own.

What many small business owners don’t realize is the value that comes from building a relationship with an accountant on a consultative basis throughout the year. Baxter Tax Consulting can serve as a trusted advisor who can offer invaluable counsel to take a business to the next level, or assist in navigating through an uncertain economy. We bring knowledge, experience, expertise, and a perspective that can help build a plan to turn business ambitions into reality.

Here are some reasons that small business owners should keep in mind when deciding whether an outside accountant is a fit for their operation:

Business owners using an accountant report the service is key to their success.

Accountants can bring your financial information to life. If all your data is just “sitting” in a database and you’re not interpreting, analyzing, or using it to help drive your business direction and decisions, then you’re missing out on a great opportunity. Baxter Tax Consulting can help you dive into the numbers and use them to propel greater business growth and profitability in the future.

Baxter Tax Consulting provides a new perspective.

Sometimes small business owners are so “in the weeds” running the day-to-day operations of their business that they may not be able to see the whole picture. Someone who is removed from the business can provide a different perspective that may otherwise be missed. Sometimes that’s all it takes to come up with the next big idea.

Baxter Tax Consulting has reach.

Don’t underestimate how valuable it is to receive guidance from someone who has insight and knowledge across hundreds of businesses and industries. Baxter Tax Consulting not only sees the financial information of many businesses across a variety of industries, but we also have visibility into best practices that are working for other businesses as well as the mistakes others have made that have led to failure. Being able to have this insight and share information on what has or hasn’t worked for others is invaluable – why reinvent the wheel if you don’t have to?

All businesses need a plan.

One reason thousands of businesses fail every year is because they didn’t have a plan. When asked why, they said, “I just didn’t know where to start.” This is where Baxter Tax Consulting comes in. We partner with a business to look at all the data and help build a roadmap to success.

We understand tax.

No matter how you slice it, taxes are not always easy and straightforward. Rules and regulations change on an almost continuous basis; aligning with Baxter Tax Consulting will ensure that your business remains compliant and is a critical step in maximizing your tax savings. Many small business owners who have relied on the expertise of our company will point out that that the tax savings they realized by working with Baxter Tax Consulting has paid for the accounting fees ten times over.

Baxter Tax Consulting will assist your business by:

  • Preparing periodic financial statements and annual audit reports.
  • Analyzing your financial statements, looking for problem areas or ways you could improve your financial management.
  • Determining working capital and cash flow requirements.
  • Helping you develop a budget and a system of monthly reporting so that you can regularly check on you actual financial transactions in relation to what had been budgeted.
  • Preparing tax returns and assist with tax planning.
  • Setting up a tax calendar and a system to help you comply with all filing requirements.
  • Setting up your accounting systems.
  • Determining loan or capital requirements.
  • Acting as your advisor and sounding board in financial and administrative matters.
  • Performing operational reviews to help you find ways to run more efficiently.
  • Analyzing product and customer profitability, and breakeven levels.

The extra insight, guidance, and expertise offered by Baxter Tax Consulting will be the catalyst that makes your business thrive.