Your Business, Our View

We prepare all Federal and State Tax returns for individuals and businesses. 

Our firm offers full Audits, Reviews and Compilations services for small to medium-sized businesses nonprofit and for profit.

(Monthly, Quarterly, or Annually)

Maintaining accurate financial records is essential to business success. We offer full-service bookkeeping, including:

    •    Management of Payables and Receivables: We track bills, invoices, and payments to keep your accounts up-to-date and avoid cash flow disruptions.

    •    Bank Account Reconciliation: Monthly reconciliations ensure that your bank transactions match your records, minimizing errors and fraud risks.

    •    State Sales Tax Filing and Payments: We handle the electronic submission and timely payment of your sales taxes, reducing the risk of penalties.

    •    Cash Flow Budgeting and Forecasting: We analyze past trends and future projections to help you manage liquidity and prepare for seasonal changes.

    •    Financial Statement Preparation: We compile and prepare general ledgers, balance sheets, and profit-and-loss statements to give you insight into your financial health.

    •    Comparative Income Analysis: Our reports compare current performance with previous periods to identify trends and opportunities for improvement.

Having clear and accurate financial statements enables better budgeting and strategic planning while ensuring your readiness for tax season.

2. Payroll Management

Managing payroll can be complex and time-consuming. We ensure your employees are paid accurately and on time while maintaining compliance with tax and labor laws. Our payroll services include:

    •    Calculating employee wages, benefits, and withholdings.

    •    Filing federal, state, and local payroll taxes.

    •    Managing direct deposits and generating payroll reports.

    •    Handling year-end tax forms (W-2, W-3, and 1099).

3. Business Analysis and Consulting

Our business consulting services provide insights that help you optimize operations and maximize profitability.

    •    Expenditure Analysis: We assess your operating expenses to identify inefficiencies and reduce unnecessary costs.

    •    Profit Margin Optimization: We work with you to enhance your pricing strategy and improve profitability.

    •    Performance Metrics and KPI Monitoring: We track key financial indicators to align your operations with business goals.

These services ensure you have the insights needed to stay competitive and seize growth opportunities.

4. Accounting System Setup and Support

A well-designed accounting system is crucial for tracking financial performance. We help you:

    •    Choose the Right System: Whether you need QuickBooks, Xero, or another platform, we recommend the best solution based on your needs.

    •    System Migration and Setup: We assist in setting up or migrating your accounts, ensuring a smooth transition without data loss.

    •    Ongoing Support and Training: We provide technical support and staff training to help you make the most of your accounting system.

5. Corporate Tax Planning and Compliance

Our corporate tax services focus on minimizing liabilities while ensuring compliance. We offer:

    •    Strategic Tax Planning: We develop strategies to help you maximize deductions and credits, minimizing tax burdens.

    •    Federal and State Tax Filing: We prepare and file your business’s income, sales, and withholding tax returns.

    •    Penalty Avoidance: We ensure taxes are paid promptly to avoid fines and interest charges.

In addition, we monitor changes in tax laws to keep your business compliant and informed.

Comprehensive Financial Support for Business Success

At View Financial, we go beyond bookkeeping. Our full range of financial services includes:

    •    Forecasting and Budgeting to prepare for future challenges.

    •    Year-End Reporting and Audit Support for smoother tax filings and compliance.

    •    Financial Consultation to help you grow your business sustainably.

We believe fiscal clarity is the foundation for growth. By partnering with us, you gain access to expert financial advice that will help you plan, grow, and protect your business.

For more information or to schedule a consultation, contact View Financial today. Let us handle the financial complexities so you can focus on growing your business.

View Financial offer expert advice and guidance to individuals or businesses on financial matters to help them achieve their financial goals and improve their financial health. We offer a range of services depending on your need. Below is a list of services: 

1. Financial Planning
We help individuals create comprehensive financial plans that include budgeting, saving, investing, and retirement planning.
We offer assistance to businesses in developing financial strategies, including budgeting, cash flow management, and long-term financial goals.
2. Investment Advice
Portfolio Management: Advising on investment strategies and asset allocation to help clients build and manage their investment portfolios.
Risk Assessment: Analyzing investment risks and recommending ways to mitigate them.
3. Tax Planning
Tax Efficiency: Advising on tax-efficient strategies to minimize tax liabilities and optimize financial outcomes.
Compliance: Ensuring that clients adhere to tax regulations and making recommendations for tax-saving opportunities.
4. Retirement Planning
Retirement Savings: Creating strategies for accumulating retirement savings and planning for retirement income.
Pension Planning: Advising on pension options and ensuring that retirement plans align with long-term financial goals.
5. Estate Planning
Wealth Transfer: Helping clients plan for the transfer of wealth to heirs or beneficiaries, including wills, trusts, and estate tax planning.
Legacy Planning: Assisting in planning for charitable contributions or other legacy goals.
6. Debt Management
Debt Reduction Strategies: Advising on strategies for managing and reducing personal or business debt.
Credit Management: Providing guidance on maintaining and improving credit scores and managing credit relationships.
7. Financial Risk Management
Insurance Needs: Analyzing insurance requirements to protect against financial risks, including life, health, and property insurance.
Contingency Planning: Developing strategies to address unexpected financial challenges or crises.
8. Business Advisory Services
Financial Analysis: Analyzing financial statements and metrics to provide insights into business performance and opportunities for improvement.
Strategic Planning: Offering advice on business growth strategies, mergers and acquisitions, and other major financial decisions.
9. Educational Services
Financial Literacy: Providing training and resources to improve financial knowledge and skills for individuals or teams within a business.