Accounting, Tax and Bookkeeping Services for Business Owners
Sacramento Small Business Accounting
As a small business owner, your primary concern is keeping your company competitive and growing. At Fountainhead Wealth, we understand that the pressures of running a business leaves little time to manage your finances. Our firm offers expert insight along with a suite of services to ensure accurate records and processes that can help you achieve your goals.
We’re committed to solutions that allow our clients to be more productive and we currently provide comprehensive small business accounting in Sacramento, Rancho Cordova, Gold River, and the surrounding communities.
Reliable Financial Solutions for Your Small Business
Doing your own bookkeeping and accounting not only takes your time away from growing your business, it puts you at risk for errors or penalties. On the other hand, delegating bookkeeping and accounting to a reliable, experienced firm can help free up your time and attention, while maximizing your results.
Our team includes CERTIFIED FINANCIAL PLANNER™ professionals, CPAs, Enrolled Agents, and bookkeepers, who handle accounts efficiently and maintain compliance with current financial regulations. We’re also up to date on tax code changes.
If you’re wondering if you can save time and improve your results, schedule a free consultation with our team. At your initial consultation, we’ll review your existing accounts and offer recommendations on maintaining the fidelity of your books and improving overall processes. (Contact us for a free consultation today.)
Affordable Flat-Fee Service
As business owners ourselves, we understand that cost is important. That’s why we offer our services for a flat monthly fee, so you’ll always know exactly how much it will cost:
- General Ledger Set-Up and Review
- Bank Reconciliation
- Payroll Reports and Tax Filing
- Balance Sheet and Income Statement Creation
- Tax Services for Corporations and Partnerships
At Every Stage of the Business Life Cycle
Our Sacramento firm is here to assist owners throughout the course of their enterprise’s development. As part of our new business formation services, we discuss the proper entity structure, plan to limit your tax liabilities, and increase growth opportunities. We also serve an advisory role, consulting with you to address specific concerns that range from obtaining bank financing, assessing initial funding concerns, and explaining the tax implications of uncommon transactions and exchanges.
When you are ready to sell your business, we help you reach an arrangement that is fair and beneficial for both parties. Our firm has been involved with the purchase and sale of many companies, possessing practical experience to go along with our in-depth understanding of the associated regulations. We use proven measurements when determining the true value of your business, such as calculating SDE (Seller’s Discretionary Earnings) and recurring revenue.
Our professionals evaluate your financial data, making sure all accounting records are organized, providing the new owner with an accurate reflection of your company’s profitability. Should your potential buyer request audited financials, Fountainhead Wealth has strong relationships with local CPA firms that specialize in this service and can recommend one to serve your needs.
Small Business Bookkeeping: Save Time and Headaches
Accurate bookkeeping is essential to your company’s long-term viability. Experienced, affordable, and reliable, we serve a variety of industries and clients–from self-employed home-based business owners to small and medium size businesses with employees. When you outsource your bookkeeping services to us, you get one-on-one personalized service and state of the art technology and payroll software.
If you’re just starting a business, we’ll set up reporting and record-keeping systems that make it easy for you to keep track of where your money is going. If you’ve been in business for a while but need help cleaning up your books, we’ll work with you to streamline your bookkeeping systems and set up a system of checks and balances.
But the best part of using our bookkeeping services is that you will have more time to focus on running your business–and generating more profits.
- Payroll processing
- Accounts payable (entry, bill paying)
- Accounts receivable (entry, invoicing, deposits, collection)
- Sales tax processing
- Bank reconciliations
- Inventory management
- Financial statement preparation
- Other financial reporting
- Small Business Accounting
- Outsourced Bookkeeping
- Accounts Receivable / Accounts Payable
- Bookkeeping Clean Up
- Income Statement, Balance Sheet, General Ledger
- Custom Reports
- Cash flow management
CFO Services: A Cost-Effective Solution for your Business
Businesses of all sizes benefit from hiring a CFO or controller. But many small business owners worry that they can’t afford it. Maybe you’ve been trying to take care of your business financials in your spare time (or ignoring them all together), but quickly realized it’s a losing battle because unless you’re an accounting professional yourself, your expertise lies elsewhere.
Fortunately, there is a cost-effective solution: part-time, outsourced CFO services.
Experienced, knowledgeable and trustworthy, we’re in your corner.
When you take advantage of our outsourced CFO services, you get a dedicated, experienced financial professional who helps you make the tough business decisions you need to guide your business to future success.
You’ll also have a better understanding of the financial side of your business based on hard numbers–no more guessing about whether you’ll qualify for that loan to buy more equipment or wondering why you’re always short on cash.
When you use our CFO services, here’s what we do for you:
- Prepare monthly, quarterly, or annual financial statements
- Financial forecasting
- Accounts payable and receivable
- Provide guidance for increasing cash flow and improving profitability in support of future financial goals
- Strategic tax planning
- Tax compliance (sales use and payroll taxes)
- Set up an accounting system and controls
The role of CFO (Chief Financial Officer) is crucial to every business no matter what size. Whether you’re a start-up business, have made it to the five-year mark, or are ready to expand, we have the expertise–and experience–you need.
Employee Benefits Planning for Companies of All Sizes
The team at Fountainhead Wealth provides benefits planning to individuals and businesses in Sacramento. We walk clients through the process of obtaining a benefits plan, from selection to integration of the desired insurance, healthcare, and savings plans. We support business owners and individuals enabling them to care for their employees and support their families, respectively.
Professional Benefits Planning
When business owners and individuals wish to obtain a benefits plan, we place 21 years of experience in their hands. As highly qualified accountants and certified financial planners, we understand how to match long-term financial and personal goals to the right plan. Clients are given personal attention throughout this process, ensuring they receive high-touch assistance. As a firm, we strive to deliver unmatched quality in service that is matched only by the level of attention that you receive.
Customized Benefits Planning in Sacramento
Our planning process is tailored to the needs of each client. Every client has their own goals when it comes to their benefits, and we strive to achieve those with unique benefits packages. With numerous options for each distinct benefits category, clients’ plans are made to fit their budgets and overall goals. We are not limited in how we develop a benefits plan, allowing clients to select the elements that suit their organization or finances.
Individuals: Securing your personal welfare is important when supporting a family, or to achieve long-term wealth protection. As a sole proprietor or small business owner, a benefits plan enables you to put aside finances and obtain the stability of a larger firm. We work with anyone who wishes to provide benefits to themselves and their loved ones.
Businesses: The true worth of a benefits plan goes beyond what helps employees financially. These plans instill feelings of stability and trust that cannot be understated. We offer our benefits planning assistance to businesses in any industry and with any number of employees. Successful or growing enterprises may wish to update or build a new benefits plan for the following reasons:
- Attract and Retain Top Talent
- Implement a More Cost-Effective Plan
- Reward Current Employees