Sanford & Associates

Services

Streamline Your Business with Our Services

bookkeeping

Accounting that Reflects Reality with Unparalleled Accuracy

Our accounting service ensures your financials are as accurate and up-to-date as possible, helping you make timely, informed decisions. Whether on a weekly or monthly basis, we deliver reliable financial data that keeps your business on track.

Our accounting services include:

QuickBooks management and adjustments

Bank and credit card account reconciliations

Review of memorized transactions

Standard journal entries

Monthly financial statements, including balance sheet and profit & loss

Profit & Loss Statement

Transaction matching

Why is this important?

By prioritizing real-time accuracy, we give you a clear understanding of your cash flow, expenses, and profitability. Timely, accurate financials empower you to make confident business decisions and respond to opportunities with precision.

Monthly Financial Reporting

Accurate and consistent financial statements are essential for informed decision-making, cash flow management, and long-term business planning. 

Our monthly financial reporting includes:

Balance Sheet

A snapshot of assets, liabilities, and equity.

Profit & Loss Statement

Tracks revenue, expenses, and profitability.

Combined Financial Statements

For businesses with multiple entities, we consolidate financial data to provide a comprehensive overview.

Benefits of Accurate Financial Statements:

Informed Decision-Making

Helps you plan and manage operations effectively.

Cash Flow Management

Ensures liquidity to cover expenses and plan for growth.

Tax Compliance

Accurate financials help ensure timely and correct tax filings.

Investor Confidence

Well-maintained statements build trust with investors and lenders.

Business Performance Tracking

Regular reports help monitor performance and track progress.

Financial Health Check

Get a clear picture of your business’s financial health with our Financial Health Check. We analyze key ratios—like profitability, liquidity, and efficiency—to highlight strengths, weaknesses, and opportunities for improvement.

You can also enhance your Financial Health Check with our Competitive Advantage Report, where we benchmark your performance against industry standards to show how you stack up against competitors and uncover areas to gain a competitive edge.

 

New Business & Acquisition Services

Starting a new business or purchasing an existing one can be overwhelming, but we make it easier. Whether you’re forming a new entity or acquiring an established business, we guide you through the legal, tax, and financial considerations. 

As part of this service, we offer New Business Launchpad, which includes:

QuickBooks setup

Entity selection

Tax consulting

Hands-on support to ensure you’re off to a solid start

Payroll setup to get your systems running smoothly

Growth Strategies

As your business grows, so do your needs. We help you scale effectively by providing strategic guidance tailored to your business’s unique challenges and goals. Our growth strategies focus on optimizing your financial management, identifying opportunities for expansion, and ensuring you have the right systems in place to support your growth.

We Offer:

Custom strategies to scale your business

Insightful analysis of opportunities and risks

Dedicated support to navigate growth transitions

Business Performance Analysis

We will evaluate your company's financial health, comparing key metrics to industry standards to highlight strengths and areas for growth.

Let us help you develop strategies that align with your business goals and create sustainable success.

tax

Tax Strategy & Planning

Our tax strategies focus on long-term success, helping business owners structure their operations to build a lasting legacy. We create tax-efficient strategies that align with your vision and ensure your business thrives for generations to come.

We also offer Tax Preparation as part of this service, handling corporate tax filings and ensuring accurate personal 1040 returns for business owners, which flow from the corporate return. Our goal is to streamline your tax process and ensure compliance, so you can focus on growing your business.

Payroll Services

Managing payroll can be complex, and while payroll processing companies handle the calculations, many businesses need additional support. We offer comprehensive payroll services that go beyond the basics. We manage benefits reporting, handle overtime calculations, and ensure everything is compliant. Our hands-on support ensures that your payroll process runs smoothly from start to finish, giving you peace of mind and saving you time, so you can focus on what matters most—growing your business.