Small Businesses

Services to Upgrade Your Business

Businesses earning less than $40M in annual revenue often require hands on management of key executives. Owners work “in the business” and struggle to develop the financial processes to maximize profit. Blair, Bohlé & Whitsitt service teams help small businesses upgrade their financial management, offering tax planning and preparation services, financial reporting assistance, accounting best practices, and guidance to hire and retain professionals to manage day-to-day financial activities such as bookkeeping and payroll.

Industry Experience

  • Agriculture
  • Automotive
  • Commercial Printing
  • Construction
  • Dental Practices
  • E-Commerce
  • Health and Beauty Franchises
  • Hotels
  • Commercial Real Estate
  • Manufacturing
  • Media and Entertainment
  • Medical Practices
  • Oil and Gas
  • Pest Control
  • Professional Services
  • Property Management
  • Restaurants
  • Retail Shops
  • Sports and Fitness
  • Technology
  • Wholesale Distribution

Questions We Answer

Tax Planning and Advisory Services

  • How will my choice of entity impact my tax liabilities in the long and short term?
  • What drives my tax bill and how can I reduce it moving forward?
  • How do I keep accounting records to minimize taxes AND qualify me for adequate financing?
  • How do I use my financial statements to make major business decisions?
  • How do I bring in external help for accounting, payroll, and other financial duties?

Tax Preparation Services

  • What are my tax liabilities now and in the future?
  • How will my tax filing requirements change if I merge with another company?
  • How do I stay on top of tax obligations and avoid late fees?

Other Tax Services

  • How can I qualify for additional tax credits and incentives unique to my industry?
  • How do I maximize profit from major real estate and equipment transactions?
  • What are the tax consequences if I expand out-of-state?

Audit, Review & Compilation Services

  • How do I position my business to attract new financing opportunities?
  • How do I provide accurate information to decision makers not active in the business?
  • How do I implement a major change in accounting methods and/or software?

Other Assurance Services

  • How do I comply with financial reporting requirements unique to real estate and construction?
  • How do I satisfy SEC Surprise Examination requirements for registered investment advisors?
  • How do I protect my small business against fraud?