FAQ
Frequently Asked Questions
Our frequently asked questions will address the most prevalent issues that we see independent contractors and company owners face. We have the answers to get you started (or back) on the correct road, whether you’re a start-up or a well-established company. Are you looking for a solution but can’t seem to locate one? Contact us now to schedule an appointment with our expert advisors, who will be sure to have all of the information you need.
Advisory Services
A CFO has a thorough grasp of your company model and banking ties; he or she collaborates with your board of directors, creates detailed financial and management reports, collaborates with auditors, manages tax planning, and establishes rules related to controls and payroll. Talk to us so we can discuss these aspects to help you in your business.
An advisor’s job is to learn about your financial objectives and establish strategies and plans to assist you accomplish them. We can help you develop and manage your savings and investments, manage your cash flow, prepare for retirement, and determine what kind of personal and commercial insurance you need. Contact us now.
Following the advice of your financial consultant, who is operating in your best interests, may be quite useful in attaining your financial objectives. To be clear, you are under no obligation to accept your financial adviser’s advice; they are merely offering suggestions to help you better your financial condition.
If you want the advice of a trained professional to gain confidence in planning for your financial future, then seeking assistance from a financial adviser can be worth the investment. Take it like a form of investment that will definitely produce value to your company in the long run.
Accounting Services
A CPA would spend at least 3-5 hours each day on simple bookkeeping. This time may be better spent managing the company’s operations. You can concentrate on the vital things while we handle the accounting for you.
Your firm might suffer in a variety of ways if you don’t have solid financial procedures in place, including lost income, poor tax preparation, and missed financial possibilities. Talk to us so we can better plan together your financial framework.
Working with a good accounting firm provides you with security and peace of mind. It’s a wise business decision for your organization, but you must choose the proper accountant or accounting firm. We can thoroughly discuss our services so you can know if we have just the things you are looking for.
Tax Services
Different entities are taxed in different ways. Also, business locations are taxed based on jurisdiction of the place they do their business. Please contact us by email or phone to discuss your unique circumstance.
The costs of operating your firm might be deducted from your revenue. These charges are referred to as business expenses. You don’t have to capitalize or include these expenditures in the cost of goods sold. Please get in touch with us so we can better analyze which expenses are deducted.
Good records will aid you in tracking your business’s development, preparing financial statements, identifying the source of receipts, keeping track of deductible costs, preparing tax returns, and supporting things reported on tax forms. Having a good record will make our partnership great once you decide to let us do your taxes.
You are free to use whatever recording method that is appropriate for your business and accurately displays your revenue and spending. Unless there are a few exceptions, the law does not need any particular recordkeeping. However, the sort of documents you need to retain for federal taxes is determined on the type of business you run. Talk to us to find out the right record for you.
Supporting papers are generated by your business’s purchases, sales, payroll, and other transactions. These documents include information that you will need to enter in your books when the time comes. Let us discuss more information about this.
Business Development Services
The type of business you’ll open is one of the first key decisions you’ll make. You have a number of alternatives to consider, including where you’ll do business, how you’ll organize your company, and how you’ll run it. You should also look at opportunities available to persons with certain qualities. We can discuss the various types of entities and what works best for your case by sending us an email or give us a call.
During downturns, M&As may be more enticing since the firms involved seek to generate a value larger than the sum of their parts. Stronger corporations frequently acquire smaller businesses in order to build a larger, more cost-effective, and market-competitive entity. We can further discuss if you are having second thoughts on your M&A.
The primary motivation for going public is to raise capital. Unlike a private offering, there are no limitations on the number of offerees or the number of securities a business can sell. The funds received from the securities sold in an IPO may be used for common company purposes, such as working capital, research and development, retiring existing indebtedness and acquiring other companies.
In most states, you must basically file your business backwards. This usually entails the filing of articles of dissolution as well as a public notification requirement. We can help you navigate the steps.
Investment & Wealth Services
Financial planning is the process by which we could assist you to define and quantify your goals and by which we can arrange and implement a financial plan to help you achieve them.
We begin by studying and evaluating the amount of assets required for your goals, reviewing current progress, and determining the amount of money required to invest toward them after we have identified them. We can discuss so we can better plan your investments.
There are many sorts of accounts, such as IRA, SEP-IRA, Solo 401k, and so on. We can assist company owners in establishing the most effective form of account to meet their objectives and maximizing the tax benefits associated with various types of accounts based on their financial situation.
Yes, we do! Ritterbandinvest is an institutional investment firm that can help both corporations and individual investor or families manage their assets.
This is a case-to-case basis for each investor depending on their needs and circumstances. We use an innovative method to determine your objectives and assess your risk profile, allowing us to build a customized investment portfolio for you.
