Your Go-To Business Resource!
When you choose to work with Storen Financial, you are choosing to work with professionals who use a holistic approach with the aim to produce impactful results. We are continually focused on helping guide you on the path to achieving your goals.
Your Go-To Business Resource!
When you choose to work with Storen Financial, you are choosing to work with professionals who use a holistic approach with the aim to produce impactful results. We are continually focused on helping guide you on the path to achieving your goals.
COMPREHENSIVE RESOURCE
The Only Financial Resource You Need for Your Business
Not only do we provide high-level accounting services, but also personal guidance on how to operate a business more efficiently. We help reduce tax liabilities, streamline operations through sound strategy, and educate on a forward-thinking approach to financials.
No matter where you stand on your journey of business ownership, we offer comprehensive services to propel you towards success.
Business Advisory and Consulting Services
Facilitate future growth opportunities by understanding tax and financial implications.
Business Startup Services
Get started by selecting the appropriate business and tax entity for your company.
Accounting and Bookkeeping
Account reconciliation, financial consulting, bookkeeping, QuickBooks training and much more.
Employer-Sponsored Retirement Plans
Offer investment incentives for current and future employees.
Learn from our QuickBooks Advanced Certified ProAdvisor
Our goal at Storen Financial is to help our business clients become more efficient, more profitable, and all around better businesses. With this goal in mind, we’ve developed training courses aimed at isolating the most commonly asked questions and setting your business up for future success.
Led by our Advanced Certified ProAdvisors, our unique training environment will allow you to gain valuable best practice experience, specific training on common functionalities, and troubleshooting tips to help maximize your efficiency.
Erika Lewis
Business Services DIRECTOR
BUSINESS SERVICES
Business Advisory and Consulting Services
Working with a team who can help you establish a long-term outlook is essential to maximizing the goals you set for your business. A forward-focused strategy and a sound understanding of personal and business financials are crucial elements for projecting value, managing income and expenses, and taking full advantage of tax planning strategies.
Consultations are based on your unique situation, the questions you have, and specific recommendations for where you are along your business journey. Alternatively, our Business Advisory Services program takes a deeper dive into more complex topics that affect the health and operation of your business. This program offers a comprehensive, forward-thinking approach with the goal of achieving maximum profitability.
Interested in learning more about how to get started? Contact us now to schedule an introductory call.
Elevate Your Business with Advisory Services
Set Your Business Up for Success With a Business Tax Consultation
Accounting and Bookkeeping
Accounting is the primary way business owners can determine if their business is profitable as well as identify areas of profit expansion—areas you might not have noticed without clear financial reports you can interpret easily.
Our team of QuickBooks Certified ProAdvisors works with business owners to identify potential issues, improve internal processes and consult on best practices related to bookkeeping and accounting.
- Account Reconciliation & Bookkeeping
- Financial Statement Preparation & Consultation
- QuickBooks Consulting with Intuit QuickBooks Certified ProAdvisors
- QuickBooks Desktop to Online Conversions
- Training Programs and Education
How Businesses Can Avoid Surprises and Costly Mistakes
Training programs designed to boost your business!
Business Startup Services
Starting a business requires multiple action items that need your attention, be it determining your tax entity or setting up a business bank account. Completing these steps correctly can save you thousands of dollars in the long run. Our team can help you determine what your financial priorities are and which designation will help you reach your financial goals.
- Business Entity Selection
- EIN Setup
- Tax Entity Selection
- State ID Account setup
LLC, S-Corp, or Sole Proprietor, which is right for your business?
One of the most frequently asked questions we encounter involves tax status and business structure for small and medium-sized businesses.
New Business Checklist
This checklist provides you with some important steps to take as you navigate through the startup process.
Employer-Sponsored Retirement Plans
Finding and managing your company’s retirement plan can seem like a headache if you don’t know where to start. Our Business Retirement Advisors walk you through the process of choosing and implementing a plan, maximizing your benefits, and reducing tax liabilities. We offer business retirement options to meet a wide variety of needs.
- 401(k) Plans including Solo 401(k)’s
- Simple (Savings Incentive Match Plan for Employees) IRA Plans
- SEP (Simplified Employee Pension) IRA Plans
Already have a plan set up? We offer complimentary review and plan cost analysis. Contact us for more information.
3 Ways Employer-Sponsored Retirement Options Boost Retention
While raises and bonuses can fluctuate with company performance and other external factors, benefits like 401(k) matching equates to a more reliable and equitable incentive for all employees.
Tax credits to consider when setting up a business retirement plan
Meet the
business services team
Collaborating along the path towards success.
At Storen Financial, we offer a variety of services to help your business become more streamlined, more efficient and easier to manage. By working with our team of experienced professionals, we provide financial guidance and offer you support throughout the year. Our goal is to help you build a strong vibrant business that can continually provide desired results.
ADDITIONAL RESOURCES
Tools to help your business along the path to success
No matter where you stand on your journey of business ownership, we offer comprehensive services to propel you towards success. Our skill in reducing tax liabilities, optimizing operations, and enhancing cash flow will empower you to achieve your financial goals.
As you progress towards building a thriving business, we are here to provide you with invaluable resources and guidance. If you have any questions or need assistance, reach out to our dedicated team members who are ready to discuss your unique financial needs.
Schedule a consultation today!
How can we help?
At Storen Financial, we offer so much more than tax preparation and accounting services. We go beyond the numbers to provide our clients with financial planning, in-depth consulting, and year-round support. Looking for more info? Click below to learn more.
LEARN MORE
Read the latest news for businesses on our blog
How Long Should I Keep My Tax Returns?
Read what Joy Taylor, Editor of Kiplinger Tax Letter, has to say about how long you should keep your tax returns. Article from Kiplinger As a general rule, you should keep your tax returns and supporting documents for at least three years from the due date of your...
QuickBooks to Stop Selling Desktop Version
QuickBooks Desktop to stop selling to new U.S. subscribers Intuit has made a decision that after July 31, 2024, they will no longer sell new subscriptions of the following products: QuickBooks Desktop Pro Plus QuickBooks Desktop Premier Plus QuickBooks Desktop Mac...
Set Your Business Up for Success With a Business Tax Consultation
Why is a business tax consultation important? A business tax consultation can be a game-changer for any business owner. Gaining a firm understanding of tax strategies, entity selection, projections, estimated payments, and allowed deductions can be highly...