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.

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Business Advisory and Consulting Services

Facilitate future growth opportunities by understanding tax and financial implications.

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Business Startup Services

Get started by selecting the appropriate business and tax entity for your company.

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Accounting and Bookkeeping

Account reconciliation, financial consulting, bookkeeping, QuickBooks training and much more.

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Employer-Sponsored Retirement Plans

Offer investment incentives for current and future employees. 

A Multi-Directional Approach for Business Financials

As a business owner, you know your business is constantly changing. You may be frequently asking yourself, “How is the current state of my business? Am I on track to meet my goals?” To effectively answer these questions, it’s vital to look at how the decisions you’ve made in the past affect you now as well as where you’d like to be in the future.

This multi-directional mindset enables you to formulate a plan that you can routinely review and subsequently adjust to keep your business on track.

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.

Click here for contact information.

Elevate Your Business with Advisory Services

Regardless of where you are today along the path of business ownership, our Business Advisory Services program is designed to effect positive change through a comprehensive, forward-thinking approach that emphasizes planning and strategy.

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Set Your Business Up for Success With a Business Tax Consultation

Gaining a firm understanding of tax strategies, entity selection, projections, estimated payments, and allowed deductions can be highly impactful. 

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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
  • QuickBooks Online Training and Education

How Businesses Can Avoid Surprises and Costly Mistakes

It’s easy to overreact to financial situations that come our way without all the facts. But what if those situations could be prevented? 

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Video: Q & A – Clean Books

In this interview, Erika Lewis, our Business Services Director, answers the frequently asked questions she receives from clients about the importance of clean books.

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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.

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New Business Checklist

This checklist provides you with some important steps to take as you navigate through the startup process.

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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.

Benefits of Employer-Sponsored Retirement Plans

A recent 2022 survey reported that 60% of employees say their employer’s retirement benefits were an important reason for staying with their company, and 47% of workers believe a retirement plan is an important reason to join a company. Recruitment and retention are key benefits of sponsoring a company retirement plan, along with:

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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.

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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

Storen Team Attends 3-Day Tax Training

Official Tax Season Launch for Storen Financial The Storen Financial team has been working hard and gearing up for tax season. Chelsea Brown, Tax Operations Director, and Kim Storen, Senior Tax Accountant, led a three-day training session for our team of...

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Plan Ahead with Our Business Services Calendar

Are you prepared to meet your business goals this year? As the year progresses, you’ll want to be thinking about your business goals. Have you prepared and filed your taxes? Are you reviewing your insurance plans or meeting with an accountant? Have you created a...

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Storen Team Members Participate in Book Study

Storen Financial Book Studies Can Help Us Bolster Businesses In a continual effort to expand our expertise, some members of our team recently participated in a book study, where we read and discussed Michael Gerber’s The E-Myth Revisited – Why Most Small Businesses...

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Contact us with any questions!