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. 

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.

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

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 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
  • Training Programs 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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Training programs designed to boost your business!

In order to help our business clients become better businesses, we’ve developed training courses aimed at isolating the most commonly asked questions.

Click to learn more.

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.

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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Tax credits to consider when setting up a business retirement plan

These credits can apply to a variety of retirement plans including 401(k)’s, SEP IRA’s and Simple IRA’s. Here are the start-up tax credits at a glance…

Click to learn more.

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

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Contact us with any questions!