In the business world, there’s just so much to know. And years of experience later, you still probably haven’t learned it all. Yet in today’s tougher business environment, a few poor decisions can cost you a lot. Conversely, a few smart, well-informed decisions can anchor your business, fuel growth and put you in position for long-term success.

It’s a sad fact, but more than 75% of all businesses fail in the first five years. And of those that actually succeed, most never reach their full potential. You could actually have better odds of success in Vegas than in your own business! Don’t gamble with your business. Let us help dramatically increase your odds of success.

To succeed today, you need more than just your typical accountant. You need an accountant who actively works with you to make your business more valuable.

Planning for business success takes a lot more than simply thinking strategically about the future of your business. Compare it to the way a skipper and navigator prepare for a competitive ocean race– where your course is charted from start to finish long before the race begins.

In planning for the race, your course takes into consideration a variety of environmental factors, like wind and weather, the talent of the crew, the capability of the vessel and the caliber of the competition. In the race itself, the course charted will change as the conditions themselves change– from shifting winds to sudden storms, from obstacles that cross your path to moves made by competitors.

At Saxon, Secord, Thaney & Associates CPAs, P.C., we’ll act as your experienced “navigator” and help you plot a steady, constant course for your business’ success. Today, and well into the future.

We won’t just crunch the numbers. We’ll help you build a stronger business.

Using our experience, our knowledge of the tools that work for successful small- and medium-sized businesses and our membership in an international alliance of consulting accountants, we will help you develop a winning business strategy. You will establish a sustainable competitive advantage and build a business that works for you. We’ll teach you how to work ON your business rather than IN it, working tirelessly to:

• Identify opportunities for business growth and improvement rather than just looking at your historical figures.
• Provide ideas on how to make those opportunities work.
• Help you identify your vision for the future of your business, your goals and the steps to get you there.
• Create a regularly updated action plan to achieve those goals.
• Show you how to better involve and build your team so they treat their work as much more than a job.
• Offer dynamic customer service training for your team.
• Assist in converting more sales over the phone or face to face.
• Provide feedback and new ideas on your marketing and advertising to generate a much better return on your investment.
• Help you address management and human resources issues.
• Build key performance indicators for your business to make it run like clockwork.
• Proactively monitor your progress on a monthly basis so you could adjust quickly to maximize profits.
• Help you establish systems that allow you to take the pulse of your business, better control your activities and know exactly where you stand at all times.
• Help you find ways to realize a better quality of life.
• Work to constantly increase your financial rewards.
• Institute strategies for the future– to make your business a more valuable AND reliable asset by sale or succession.

A Saxon, Secord, Thaney & Associates CPAs, P.C. business plan can help you get your business on the right track so you can enjoy the freedom you deserve. And have the opportunity to grow your business rather than just maintain it.

Like most people, when you start thinking about improving your financial situation, you probably think, “I have a good salary, I pay my bills on time, I do my taxes, I have insurance– I’m handling my finances pretty well– spending time and money on financial planning isn’t worth it for me.” In fact, time spent developing and implementing a well-researched and sound financial and estate plan can mean the difference between doing just pretty well for now and doing extremely well for the long-term– yielding:

• More money for you and your family
• Better preparation and flexibility for life changes
• Increased protection against mistakes and unexpected circumstances

This is where Saxon, Secord, Thaney & Associates CPAs, P.C. financial and estate planning experts can help. Providing peace of mind by ensuring your best odds of permanent wealth and comfort. The Saxon, Secord, Thaney & Associates CPAs, P.C. approach to financial success is the result of a multi-step planning process:

• Set achievable financial and personal goals
• Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan
• Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths
• Put your plan into action and monitor its progress
• Revise your plan to accommodate changing: goals, personal circumstances, financial opportunities market and tax laws

It’s a planning process that requires skill, knowledge, diligence, and discipline. Tools you might not have, but Saxon, Secord, Thaney & Associates CPAs, P.C. experts do. And, with a little help from you, together we can help you reap great rewards that will make the end result well worth your time and effort. View the Financial Planning FAQs.

Wouldn’t it be nice if your financial future were set and all of the pieces just fell into place and required no effort on your part? The first step in that direction is to choose the right financial planner. A planner with the insight and knowledge to help you define the best plan possible. That’s where the estate and financial planning experts at Saxon, Secord, Thaney & Associates CPAs, P.C. can help.

Financial planning by leveraging our experience to help you find the right advisor, we may not be able to completely remove you from the process, but we’ll do the best that we can to make it as painless as possible. It starts with giving you an accurate picture of your financial situation. With this picture, you will be able to make decisions that benefit you most, so that you can obtain your financial goals.

Plan on not working forever, personal financial planning involves several steps, each one key to ensure that the plan succeeds. It starts with evaluating your current situation, then setting goals, developing the best possible plan and then implementing and monitoring that plan.

In evaluating your current situation, you are determining your net worth. Use our net worth calculator to determine how much you are worth. If it’s less than you may have thought, we’ll look first at your spending habits, then help you formulate a budget that works for you and allows you to stay on top of your finances so that you can set attainable goals for yourself.

When setting goals, we know that everyone wants to be successful and to be financially secure. We will help you set short- and long-range goals to help you reach your dreams.

• Do you want to have an emergency fund?
• Do you want to start planning your retirement?
• Are you planning for a child’s education?
• Will you be buying a home or starting a business?

No matter what your goals, Saxon, Secord, Thaney & Associates CPAs, P.C. financial planning experts can help you create a strategy that will put you on a course that will best help you realize your dreams.

We have made a surprising discovery, which is that all businesses– no matter the size, industry, or location– face similar problems. They are typically organizational, strategic or operational. But we don’t stop there, because simply understanding a problem does not solve the problem. We take it a step further, and using a proven scientific method, we will cultivate alternative solutions, then evaluate and select the best one for you. From there we will implement the solution, and monitor and adjust as needed.

We can assist you in all areas of stock or asset sales, mergers, or acquisitions. Our highly experienced merger & acquisition specialists provide insight and strategies on such matters as:

• When is the right time to sell?
• Should all or part of the business be sold?
• Is the company ready for sale, or should the focus be on building value for a future sale?

Our merger/acquisition experts make a complex process simpler for you. A merger or acquisition can be an exciting time. The sale or other transition of your business may be the single most important, and perhaps the largest, financial event in your life. Unfortunately, like most business owners, you probably don’t have an exit strategy. And selling at the wrong time, or without the right information, can substantially lower the market value of your business.

Whether you’re motivated by a desire to retire, by succession concerns, the diversification of your assets, a desire to expand your capital, or the need for larger markets, we’ll design the right game plan for you. We understand these complex motivations and the unique set of challenges each business sale or merger presents. There is no precise formula for timing the sale to maximize shareholder value. Although every business has assets, some are more immediately obvious than others. Reasons for selling or merging are not always clear. We make it our business to fully understand you, your culture, performance, market segment and potential. With our detailed knowledge of the process, we take everything into account to position you to bring the highest value for your business.

You may not be qualified to judge what your business is worth, but our business valuation experts are. There are many reasons to evaluate the worth of your business. You may be looking into selling or arranging a buy-sell agreement. Or maybe you want to reduce the risk of audits and penalties on your estate or save your heirs from tax liabilities. You might even be trying to expand your business, and securing a loan is easier if you know its true market value. Whatever the reason for the valuation, Saxon, Secord, Thaney & Associates CPAs, P.C. has the professional expertise you need to determine the most beneficial possible value for your business.

The 4-step Saxon, Secord, Thaney & Associates CPAs, P.C. buy-sell valuation process begins with restating your financial statements, followed by a management structure review, evaluation of process systemization and finally, a review of your team composition and potential for profitability improvement.

What if you’re selling a business? It can take a very long time to sell a business, sometimes years. We can put you in contact with a qualified buyer, to expedite the entire process for you.

Whether you’re looking to buy or sell, you’ll find Saxon, Secord, Thaney & Associates CPAs, P.C. business brokering services will simplify the whole process. We exercise due diligence on both sides, making the information-collection process much quicker. We have access to the materials you’ll need as either a buyer or seller. And using our network, we will be able to facilitate meetings between potential buyers and sellers simply and seamlessly.

If you are considering selling your business, the Thaney team knows what buyers look for, and how to highlight what in your business is most attractive to them. Because a valuation is all about timing, we’ll evaluate a variety of timing-related factors. What is the competitive landscape? How attractive is the industry, what is the growth potential? Are there any economic or regulatory threats? We will research the industry and your business– not only to determine the strengths and strategic value, but also to pinpoint the areas for improvement that will maximize the selling price.

So you’ve decided you want to look for a business to buy. But you’ve got questions. Like how to go about finding a solid business that’s right for you? When you find a business you’re interested in, how do you determine what it’s really worth? We can help identify your best opportunities and provide all the information you need to make the best possible decision.

Whether you’re looking to buy or sell, you’ll find Saxon, Secord, Thaney & Associates CPAs, P.C. business brokering services will simplify the whole process. We exercise due diligence on both sides, making the information-collection process much quicker. We have access to the materials you’ll need as either a buyer or seller. And using our network, we will be able to facilitate meetings between potential buyers and sellers simply and seamlessly.

Many QuickBooks® customers say their experience with software is better when they work closely with a QuickBooks® expert.

Certified QuickBooks® Professional Advisors have successfully completed a comprehensive curriculum, developed by Intuit® to teach best practices in payroll, reporting, and other day-to-day functions.

Our ProAdvisors® lend their skills to offer a number of courses in QuickBooks® through an association with a software training guide company named TLR, Inc.

Put an end to the bookkeeping nightmares that hurt your cash flow for good with one of these fast-paced, informative seminars.