Business & Tax Consulting

As part of your All-Inclusive Accounting package, you become a valued member of We Do Books™. This gives you unlimited access to expert business and tax consultations with a trusted advisor who is well-versed in the specific topics you need guidance on. While you’ll have a dedicated bookkeeper, we don’t assign you to a single advisor. Instead, we connect you with the expert most knowledgeable about the areas you wish to explore.

Additionally, one of our highly skilled advisors will conduct a comprehensive business analysis for you every quarter—absolutely free of charge! Here’s what that analysis includes:

• Average reports - These contain 10 to 15 pages of data specific to your business.
• Trending reports - Built directly from your business data to compare results across several periods or years.
• Industry comparisons - This allows us to better help you understand how others in your industry are performing compared to your business.
• Charts - We include graphical representations to help solidify the words.
• Analysis - This comprehensive report offers an in-depth examination of various business aspects, highlighting key insights and findings.
• 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 offer a tool that enables a common method of assessing your business. These ratios are specifically how a bank may evaluate your business when applying for a loan.