Small Business CPA

Small businesses have big accounting needs, and we understand that. We are a CPA firm in San Antonio providing unmatched service, guidance, and expertise to small businesses in need of accounting support.

How many hats can fit on one head? If you’re a small business owner, you’re already wearing too many hats, and now you are expected to wear the hat of a small business accountant. You need to spend your time on your product or services. You don’t have time to handle your own accounting, worry about your budget, and plan for tax season on top of all of that.

So, what’s the solution? You can protect your company and prepare for growth with small business CPA accounting services. Get the personalized small business accounting services you need from Rodriguez Reiffert & Co.

Our Small Business Accounting Services

No matter what accounting services your business needs, we are here to help. Some of our most popular small business financial services include the following:

  • Generating reports and analyzing financial data
  • Evaluating cash flow and improving profitability
  • Strategic tax planning and financial forecasting
  • Accounting systems setup
  • Implementation of internal controls for fraud protection
  • Preparation of financial statements, including profit statements and balance sheets
  • Outsourced CFO services
  • New business formation

Generate Reports and Analyze Financial Data

We can analyze your company’s finances to generate reports and obtain a clear understanding of your business’ financials. This includes drawing up your profit and loss statement, also commonly referred to as an income statement.

This itemized list includes your company’s revenues and expenditures to determine what your profits or losses are for a given period of time. An accurate income statement helps your small business to:

  • Identify unexpected expenditures
  • Track expenses and business revenue
  • Determine business operation performance
  • Track budgetary concerns
  • Determine tax liabilities
  • Identify unexplained increases in product returns

Evaluate Cash Flow and Improve Profitability

Your business needs to have positive cash flow if you hope to grow. If your company is currently bringing in less than you are spending, you have negative cash flow. And you can’t have that for long.

Every business may experience negative cash flow. But with our knowledgeable accounting firm working for you, you can manage your cash flow, improve profitability, and invest in your business. We can handle the:

  • Preparation of monthly, quarterly, and annual cash flow statements
  • Development of cash projections
  • Collection process
  • Process of securing the maximum rate of return on surplus cash
  • Analysis of the prior period’s cash flow statements
  • Applications for obtaining lines of credit
  • Preparation of your business’ budgets
  • Development and implementation of payment and billing policies

Strategic Financial Forecasting and Tax Preparation Services

Small business owners need to be able to spend their time crafting their products, sharpening their services, and focusing on core business matters. There simply isn’t any time for reading up on current tax laws, reviewing your financial records to determine which tax breaks apply to you, and preparing for tax season.

Perhaps you handled accounting and taxes for your business in the past. But once you hire employees, have improved profitability, and need to determine what your estimated taxes will be, you may need a trusted financial advocate to help you secure your business’ future.

Fortunately, when you hire us, you can turn your attention to your business while we handle your tax planning and financial forecasting.

Let us make your life easier. Rodriguez Reiffert & Co., can set your business up for success by:

  • Finding applicable tax credits and deductions
  • Preparing and filing your federal income taxes
  • Preparing your profit and loss statements
  • Handling your state and federal payroll taxes
  • Helping to ensure sales tax compliance at the local and state levels
  • Minimizing tax liability
  • Choosing the right entity selection and structure
  • Assisting with mergers and acquisitions

Accounting Systems Setup

Does your business have a general ledger? Is there any type of accounting system currently in place? Your general ledger, also commonly referred to as your “books,” should contain every transaction that flows through your business.  Throwing off your books could put your business in jeopardy. We will need to carefully review your company’s financial records to point out any discrepancies and address them promptly so your records are always accurate and up to date.

Implementation of Internal Controls for Fraud Prevention

It is important to keep a close eye on your financial records through the use of internal controls. These rules and procedures can detect and prevent embezzlement, unauthorized transactions, fraudulent or forged checks, and other instances of fraud.

Our careful review of your finances can help reduce your risk and help prepare you to handle instances of fraud as they arise.

Preparation of Financial Statements

Another key responsibility of any small business CPA is the preparation of your business financial statements. We can do these quarterly, monthly, or annually, depending on your preferences and your business needs.

Your profit statements and balance sheets will be of particular importance, describing your company’s financial status at any given time. We can use your balance sheet to:

  • Ascertain your opportunities for business expansion
  • Determine your company’s financial capabilities
  • Determine your business’ capacity for the rise and fall of revenue and expenditures
  • Identify and analyze company financial trends
  • Forecast and identify cash shortages
  • Identify the need to bolster cash reserves

Your balance sheet, income statements, and other financial records are going to provide critical financial information to prospective investors and lenders. For this reason, it is critical that they be detailed and accurate so you can secure the credit you may need to expand and grow.

Outsourced CFO services

If your small business is ready to outsource your CFO duties, Rodriguez Reiffert & Co. can help. Our team is here to assist with a wide array of CFO responsibilities, including the following:

  • Forecasting
  • Cash flow analysis
  • Management of finances
  • Budgeting
  • Other major business decisions

New Business Formation

The way your business is structured can have profound impacts on your tax liability. Our team can help entrepreneurs, startups, and aspiring business owners select the best business entity for tax purposes, prepare partnership agreements, create business plans, build business budgets, and much more.

How Our Small Business CPA Firm Can Help You

Bookkeeping services, financial reporting, tax preparation, cash flow management — these are complex processes that require the attention of certified public accountants. Accounting software can take care of some basic business functions, but it is only meant to complement the work of a small business CPA for the management of a business’ financials.

Here’s the problem: If you Google “small business CPA near me,” you might run into dozens of companies that aren’t local to San Antonio. One-size-fits-all services and staff accountants who don’t account for your unique needs are not going to work for you.

We bring more value to your business by understanding your needs and always putting you first. We are San Antonio locals with advanced accounting credentials and a track record of success.

We can help your business with a wide variety of accounting matters that can save time, reduce costs, and increase profitability. Our ethical and meticulous accounting systems are designed to help your business grow.

You Deserve the Best Accounting Services for Small Businesses

At Rodriguez Reiffert & Co., we work hard every day to be the go-to small business accounting firm. We act as true partners to build accounting solutions for local business owners. We work for and with you to make sure you’re covered in full — from financial advice and business consulting to payroll services and tax returns. We don’t do it just for ourselves. We do it for you — because you deserve the best. Our small business CPA accounting firm can help your business grow and thrive. Schedule your free consultation to learn how.

Get Free consultation

Contact Us

We are glad that you found us, and look forward to talking with you! To get started, submit a contact form and we will reach out to you within 48 hours.

We’re welcoming new business, and initial consultations are free. Mrs. Rodriguez is available to answer your questions via phone call from 9AM to 6PM CDT, Monday to Friday, and 9AM to 2PM CDT on Saturdays and will respond to emails within 48 hours — Don’t hesitate to reach out.

210-822-9950 prodriguez@cpasat.com Rodriguez Reiffert & Co., P.C.
40 NE Loop 410, Suite 410
San Antonio, Texas 78216

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