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Business and Tax Consultations

As part of your All-Inclusive Accounting package, you become a member of We Do Books.  You benefit by having access to unlimited business and tax consultations with a trusted advisor knowledgeable about your topic.  Although you have a dedicated bookkeeper, we purposely do not assign you to a specific Advisors, instead, we provide the Advisor that is most informed about the topics you wish to discuss.

One of our highly skilled Advisors will provide business analysis for you quarterly at no additional charge!  What does the analysis include...

  • An average - these reports contain 10-15 pages of data specific to your business.
  • Trending reports built directly from your business data to compare several periods or years of your business results.
  • Industry comparisons that allow us to better help you understand how others in your industry are performing against your business.
  • Charts - We include graphical representation to help solidify the words.
  • Analysis - a full report detailing many areas of the business and what our findings are.
  • Tips - We don't stop by just telling you how you performed... we go the extra mile to point out tips on how to better your business!
  • Statistics - By providing you with financial ratios, we provide the tool for a common measurement used to judge your business.  These ratios are specifically how a bank may view your business when applying for a loan.

Here are just a few reasons why people use We Do Books:

  • All Consultations are FREE... saving you $200 per hour or more!
  • Consultations are based on your needs and at your discretion and can be in person, by telephone, email or video conference.
  • Discuss your business taxes, business review and trending, business projections, cost savings, and more.
Business and Tax Related Consultations