Bringing Only the Finest Accounting Work to Your Table
PBTSI is a long-standing accountancy firm that offers advisory and consulting services for a wide range of clients.
Set Up Your Business Entity With PBTSI!
“There are many factors to consider when deciding to form your business. Should your business be formed as a Limited Liability Company, Corporation, Non Profit, etc.? In your free one hour consultation, we'll discuss current and future plans for your business and provide guidance on structuring it properly, including potential tax advantages. “
1
Complete Questionnaire
Complete our simple online entity formation questionnaire and schedule your one hour free consultation.
2
We Get to Work
Sit back and relax while we get all the necessary paperwork processed on your behalf! Once complete we'll reach out and schedule your review meeting.
3
You Get to Work!
Once completed and we've had our review meeting, we'll upload your complete business formation documents with your next steps and you can get to work!
Accouting Services
Bookkeeping, CFO, and Controller Services
Our customized bookkeeping, CFO, or control system is second to none.The final product will result in an audit-ready accounting packet, which a firm partner reviews before being submitted to the client.Regular meetings with our clients are mandatory; we ensure that you understand your business's financial state.
Our bookkeeping professionals are experienced in numerous industries and industry-specific software. Although we prefer QuickBooks, we always do what’s best for our clients.
We customize a monthly or quarterly bookkeeping package that can include one or all of the following duties:
Business Services
Business Structuring
An essential factor for the guaranteed success of your business is assuring the initial structure of your business is specific to your business needs and future growth. We focus on the big picture and what is most important to you, whether it’s tax savings, asset protection, succession planning, or all of the above.
Our business structuring includes a business consultation and tax planning meeting, business formation, customized operational documents, IRS and state-required filings, and business license filing if you choose.
As important as the initial process of legal formation is making sure the necessary steps to open are also taken. Our firm helps set up banking, merchant services, and technology hosting services.
Registered Agent Services
Our annual registered agent clients are monitored closely and include a yearly review of your business's compliance. We do not send a form letter each year. We reach out personally and discuss changes to catch issues before they happen.
Compliance Review
A business’s success greatly depends on the relationships and processes it builds along the way. However, without the proper direction, a small mistake can cost your business a considerable fortune.
During our business compliance review, we analyze accounting processes, licenses, insurance, and state and federal tax filings. We also analyze employee, vendor, and customer relationships to ensure state and legal compliance.
We can provide you with a road map with solutions to become compliant in areas we found issues.
QuickBooks Services
Although we can (and do) work with all types of accounting software, QuickBooks is what we love. QuickBooks is the leading accounting software due to its ability to serve a range of business types and sizes.
It was built by accountants for accountants, so not only does it work well for business owners; it also works well for our processes. What saves us money saves you money, and we like saving our clients’ money!
QuickBooks Products
We can offer you the best possible pricing on its products and resources, usually at or above 20% off retail. Our QuickBooks experts take pride in our knowledge of all its products, including QuickBooks Online, QuickBooks POS, and QuickBooks for MAC.
QuickBooks Hosting
Our hosted QuickBooks services have a multitude of benefits. In addition to having access to your QuickBooks file from anywhere, you can rest easy knowing that your accounting data is safe and secure.
We handle all related IT, maintenance, and back-ups, so your most crucial data program is safe and secure.
QuickBooks Set-Up
QuickBooks is designed and marketed to small business owners as an easy-to-understand, do-it-yourself accounting program. This is true when the initial set-up is done correctly.
Avoid common and costly accounting mistakes by allowing PBTSI to set up your QuickBooks program.
QuickBooks Training
Once QuickBooks is set up according to the specifics of your business, one of our Certified QuickBooks Pro Advisors can provide training to you and your staff. All training is customized to focus on your needs.
QuickBooks Support
We are available on an as-needed basis for all QuickBooks support, from assisting accounting staff with QuickBooks questions to providing a complete, month-end QuickBooks data clean-up.
We are just a phone call away and can remotely assist if needed. Having us as a part of your team prevents wasted hours of aggravation and keeps you and your staff motivated to focus on what you do best.
Tax Services
Taxes are mandatory contributions levied on individuals or corporations by a government entity—whether local, regional, or national.
Tax Preparation
Why pay more than your fair share of taxes? Tax savings don’t just happen. They require planning and strategy. Our expertise and advanced technology give us the accelerated ability to stay ahead of changes in tax legislation and allow us to serve our clients better.
Whether your company is based in the United States or a foreign business, our knowledge of available tax credits, deductions, and income deferral strategies puts us on top of the rest.
In addition to an initial tax meeting, we review every completed tax return with our clients ensuring they understand the tax return they are signing. Every tax return, regardless of complexity, goes through a rigorous review process by multiple qualified staff members.
Once again, we take time for our clients.
Tax Planning and Consulting
Tax planning is just as, if not more, important than tax filing. We recommend tax planning meetings at least twice a year to avoid surprises at tax time.
We use every tool possible to minimize our client’s tax liability by staying within the IRS tax law. But for tax planning to be effective, it must be aligned with your business and personal goals.
Tax planning can help in the following ways:
We’re Excited To Hear From You!
Our lines are open. Connect with our team today, and learn more about the services we can provide.