Advancial Business Systems provides a wide range of services to individuals and businesses in a variety of industries. At Advancial Business Systems, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:


Tax Preparation

We guide our clients through preparation decisions with strategies that minimize liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. Convenient E-Filing available.

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Tax Planning

Many tax plans do not actually plan anything. They simply project future tax liabilities in excruciating detail. We believe proactive tax planning is the key to keeping more of what you make. Proactive planning means scouring your income and expenses for every available deduction, credit and opportunity. We will introduce, explain and implement strategies to help you keep more of your money. All without “aggressive” strategies, “gray areas” or “red flags.”

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Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Advancial Business Systems's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:
- General ledger and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Personal financial statements
- Corporate tax planning and return preparation

We can set up financial reports for your view to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.

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Benchmarking and Trending Analysis

Setting realistic financial goals is key for any business. But how do you know what you’re planning is achievable? Having current industry financial data and actual financial performance of others in your industry is paramount. We can provide you with a comparison of your company versus similar companies in your industry and provide you with appropriates strategies to improve your financial results.

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Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Advancial Business Systems can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

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Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Advancial Business Systems can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

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Debt and Finance Advising

Whether your needs are corporate or personal, Advancial Business Systems's professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

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Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Advancial Business Systems can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

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Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Advancial Business Systems combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

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Business Plan Development

The importance of planning should never be overlooked. For a business to be successful and profitable, the owners must have a clear understanding of the firm's value proposition. An effective value proposition requires an intimate knowledge of the target market and the firm’s strengths and competition. They must also have the foresight to plan for future expansion. Whether yours is a new business or an existing business in the process of expanding, money is often an issue. Taking time to create an extensive business plan provides you with insight into your business. This document can serve as a powerful financing proposal.

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