What We Do
ACCOUNTING & FINANCIAL MANAGEMENT
Our accountants and advisors are recognized leaders in performing accounting, bookkeeping and financial reporting services. We enable our clients to achieve their goals for accurate, useful, and timely financial statements and analysis by providing customized onsite and offsite services. We provide:
• Bookkeeping, Accounting, and Financial Management Services
• Compilation and Financial Review Reporting Services and Accounting Services to Nonprofit Organizations including churches and foundations
• Preparation of Financial Statements for Banks and other regulatory organizations
• Quick Books, Peachtree, Power Church or other accounting software set-up and support
• Risk Management and Outsourced CFO and Controllership Services
TAX PLANNING AND ADVISORY
While we are happy to prepare your individual or business tax return, it's smart tax planning that makes all the difference come year-end. Our tax advisers can advise you on decisions made throughout the months that can lessen your annual tax burden. With our keen oversight of your return, you can count on receiving every deduction available. Plus, our clients have the added benefit of around-the-clock online access to all their tax documents via a secure, personal login on our website.
Our goal at Stratten & Boyd Financial Group is to help individuals and families lessen their tax burden in line with IRS regulations.
We specialize in:
• Business tax planning and preparation services
• Individual tax planning & preparation services
• IRS representations and review services
GROWTH STRATEGY
In today's competitive world, change happens at a lightning pace. The uncertainty is higher than ever due to volatile markets, financial regulatory reforms, and evolving technologies which continually alter the business landscape. Old landmarks vanish in the stream of mergers, acquisitions, bankruptcies, and sudden closures of existing businesses.
New companies emerge from nowhere to attack niche businesses. Stratten & Boyd Financial Group is an ideal solution for today's lean organizations, where time constraints and budget limitations regarding the challenges of cutting costs and the inability to sustain or improve profitability are often nightmares for companies.
We collaborate with senior management and businesses to develop the ideas, culture, and policies necessary to achieve efficiencies and sustain competitive positions. At Stratten & Boyd Financial Group, we work with organizations to develop strategies to meet their unique needs, align multi-business and diverse operating units, and help develop sustainable corporate-level strategy.
NONPROFIT CONSULTING
We provide advisory services to nonprofit organizations including churches ranging from registration, IRS 501 (c) compliance, fundraising to carefully designed engagements to accomplish organizational and program-oriented objectives. We collaborate with social sector leaders to help scale impact, build leadership, advance philanthropic effectiveness, and accelerate learning.