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To grow and prosper, small businesses need professional advice and services designed to meet their unique needs. |
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Small Business Services
• Benefit plan analysis
• Estate and retirement planning
• Financial reporting
• Internal accounting assistance
• Inventory management
• Projections and forecasts for planning purposes
• Strategic planning
• Succession planning
• Systems consulting
• Tax planning
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Since its inception in 1946, Margolin, Winer & Evens LLP has been dedicated to meeting the accounting and business advisory needs of small businesses. The Firm recognizes the reliance of small business owners on their accountants for critical business advice. MWE provides extensive services specifically geared to small business owners in diverse industries. Serving as a sounding board and trusted advisor, MWE’s professionals assist their clients in making sound decisions that positively affect business growth, stability and profitability.
Typically, small business clients do not have a controller or strong internal bookkeeping staff and, therefore, rely on MWE for their basic accounting services. MWE’s Certified Public Accountants work in conjunction with the firm’s experienced paraprofessionals in order to provide optimum services at fees that are cost-competitive with those of smaller accounting firms.
MWE’s breadth of experience and broad resources are well within the reach of small businesses and, in fact, are essential for the growing concern. When the opportunity arises, small business owners can access the very best advice available through our specialized practice areas. Whether for a business transaction, estate plan, succession plan or new equipment purchase – small business owners can avoid costly mistakes, while gaining the competitive edge of “Big” business
MWE’s Small Business Services, include:
• Assistance with or performing bookkeeping services either using the client’s computers or MWE’s in-house systems
• Assistance with the implementation of small business accounting computer programs such as QuickBooks and Quicken
• Preparation of financial statements (monthly, quarterly, annual, etc.) to be used by the client for business decision-making, performance monitoring and growth-oriented planning
• Tax planning and return preparation for both the business and the owner’s personal taxes
• Tax projections to anticipate tax payment requirements
• Preparation of payroll, sales and other business tax returns
• Personal bookkeeping services to high net worth individuals including bill paying and investment portfolio tracking
As your accounting and business advisors, we will guide you every step of the way, ensuring that the full value of our service yields increased efficiency and profitability for your business. We call it turning vision into value. You’ll call it one of the best management decisions you’ve ever made.
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