For Small Businesses

What our Clients are saying

We were referred to go here for trucking taxes. All staff are very knowledgeable, friendly, and accommodating. They did an amazing job and I would recommend anyone to go here to get any taxes/accounting work completed.

Amazing job

Julie Willmes

I've relied on the team at Tri State Accounting for three years. They've done a great job in every respect. Competent professionals with a quick turnaround.

Competent professionals

Joe Fribourg

Establish Greater Profitability and Business EffICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!

Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, development of your accounting policies, getting ready for an audit, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

 

How Tri State CPAs Plans to Make 2020 Our Best Year Ever

By the time you actually get to reading this, there is a very good chance that you're reading a voice from the last decade. 🙂 I make it a practice to prepare my posts to Tri-State clients and friends a few days in advance, and RIGHT NOW, it is still 2019.But 2020 is...

A Big IRS Update For Tri-State Businesses On Using The PPP Loan Funds

Well, if you were wise, you probably saw this coming.Turns out ... if you received a PPP loan, that the expenses you pay from the proceeds of this (forgivable) loan ... are not deductible for Tri-State businesses.Ouch.The IRS just released new guidance to this end...

What Your Tri-State Business Should Do If They Received PPP Funding

I promise that one day I'll write to you and my Tri-State area readers about matters other than government aid, the CARES Act, PPP/EIDL, and whatnot.But as we all keep saying: these are extraordinary times. Pick your cliche -- it all fits right now.But here is a piece...

Why Tri-State Business Owners Should Excel in Year-End Giving

I wrote something similar to what I'm about to offer you today for our individual/family clients recently, but it occurred to me this morning that YOU, as a successful Tri-State business owner, might especially benefit from the perspective that I'd like to offer...

What Your Tri-State Business Must Do While Awaiting SBA Payroll Loans

Before I get into some of what we have learned over the weekend about the SBA payroll program, I want to speak to you -- business owner to business owner.To survive in this hour, you will NEED two major qualities: Clarity and Patience.The SBA payroll program offers a...

How Your Tri-State Company Can Do More With Less Time

If you didn't get a chance to do this before, would you shoot me back a quick note through the email button at the top of the page? I'd like to hear from you...How are things going for your Tri-State business right now?I'd like to get just a few sentences about what...

My Tri-State Small Business Health Quiz (Part 1)

Last week, when I wrote my message to our Tri-State business clients, the biggest news was the second round of the PPP, and that expenses covered under the first round of it would be tax deductible.Has anything happened since then?Goodness, even just the "mere" fact...

Key Year-End Tax Moves Tri-State Businesses Should Consider

There are so many things for Tri-State business owners to consider at the end of the year. From year-end profitability analysis, to staff bonuses, to marketing initiatives to capture year-end spending ... do not neglect this wonderful opportunity for the calendar to...

Three Key Reasons You Should Consider Offering Unlimited PTO For Your Tri-State Company

That old adage isn't actually accurate. In my line of work, I'm learning something that it would behoove you to also understand:Time is actually worth more than money.So many Tri-State businesses have internalized this reality, and have built huge enterprises...

Evaluating Your Tri-State Company’s Marketing ROI

I put a lot of effort into going beyond being a simple tax/accounting advisor for my Tri-State clients, and I'm grateful to those who send back comments, who forward these on to their associates and, of course, for the many referrals that my clients and contacts have...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!