Helping Business Owners Plan Their Future

Business Plan Loading by Jernej Furman at Flickr

At RBTK we are more than just CPAs, we are business financial advisors for our clients and we help them make informed and strategic decisions based not only on their financial information but also on where they want to take their business in the future.

For example, we have a very successful and profitable client that we have been working with for 30 years.

When they first started out as a small company we helped them transition from the original founding owners to two new owners. And then, we helped one of those owners buy out the other one.

We Prepare Our Clients for Change & Growth

Over the years we’ve helped the recent owners with several growth issues:

  • Forecasting, accounting systems, and strategic planning.
  • We brought in an outside consultant to help facilitate forecasting and accounting systems and they are still working together to this day.
  • We also assisted them with multi-state expansion and related tax issues.

Now, we are helping this owner transition his company to the next generation through estate planning and by bringing in one of our partner attorneys to facilitate and document the process from a legal perspective.

This is just one example of the many ways that we advise and assist our clients in managing their businesses.

We Offer Far More Than Just Financial Statements and Tax Services

We advise our clients by bringing our ecosystem of partners to the table when needed and we guide them through the many challenges of running, growing, and transitioning a business in today’s complex tax and legal environment.

If you are a business owner and you are looking for more than just a CPA, give us a call and we can determine if we can forge a beneficial partnership.