Small Business Advisory
Experience a Blend of Personal, High-Touch Service and Resources to Support Your Business with Kreischer Miller
For some small businesses, today’s accounting and tax needs are fairly straightforward. However, as your business evolves, your needs may become more complex. And along the way, you might appreciate guidance from a trusted advisor who can help your company navigate business decisions, manage risks, and achieve your goals.
Kreischer Miller’s Small Business Advisory group is here to help. We provide integrated accounting, tax, and advisory services to privately held companies that are generally in the $5 million to $25 million range in annual revenues. Our dedicated team of professionals has extensive experience in accounting, tax, and advisory matters, enabling us to deliver streamlined services while providing seamless access to the resources of a larger accounting firm.
Our significant experience allows us to assist you in making good business decisions today, and as your company grows and transitions to future generations.
We invite you to connect with us to discuss your company’s needs and how we can help.
Accounting Services
- Compiled or reviewed financial statements
- Quickbooks setup and efficiency assessment
- Assist in the development of financial closing processes and procedures
- Assist management with periodic closing of books and records
- Modeling of cash flow projections
- Accounting and finance department assessments
- Evaluation of internal controls
Tax Services
- Business and individual tax returns
- Year-end tax planning
- Evaluate most efficient entity tax structure
- State and local tax guidance, including nexus evaluation for income and sales tax purposes
- Estate and gift tax planning
Advisory Services
- Business transfer structuring and planning
- Support in buying and selling businesses
- Financial scorecards and benchmarking
- Buy-sell agreement review and development
- Business valuations
- IT health assessments
Accounting Services
- Compiled or reviewed financial statements
- Quickbooks setup and efficiency assessment
- Assist in the development of financial closing processes and procedures
- Assist management with periodic closing of books and records
- Modeling of cash flow projections
- Accounting and finance department assessments
- Evaluation of internal controls
Tax Services
- Business and individual tax returns
- Year-end tax planning
- Evaluate most efficient entity tax structure
- State and local tax guidance, including nexus evaluation for income and sales tax purposes
- Estate and gift tax planning
Advisory Services
- Business transfer structuring and planning
- Support in buying and selling businesses
- Financial scorecards and benchmarking
- Buy-sell agreement review and development
- Business valuations
- IT health assessments
Small Business Advisory Specialists
Steven E. Staugaitis, CPA, CVA
Email
Elizabeth Berger, CPA
Jeffrey W. Clark, CPA, MST
David DeLaurentis, CPA
Julie Getz, CPA
Vivian T. Nguyen, CPA, CVA, MBA
