Personalized coaching to help you achieve lasting success.
You're not just managing a business—you're building something meaningful. At Basswood, we offer more than compliance and recordkeeping. With our Business Advisory services, available exclusively through our Trailblazer engagement, we help you make informed decisions and set strategic goals with confidence. Through personalized guidance, proactive planning, and regular one-on-one consultations, you gain the clarity and support needed to grow with intention.
Running a business is one thing.
Leading one is another.
When you're caught in the day-to-day, it's easy to lose sight of long-term strategy. Many small business owners never get the chance to step back, evaluate performance, or get expert input on high-level decisions. Without a trusted advisor, it's hard to know how to grow, what to prioritize, or what financial impact your next move might have. That's why we built our Business Advisory service—to give small business owners the support and strategic partnership they deserve.
A Personalized Tax Strategy, Just for You
Ready to take control of your taxes? Your Tax Preparer will work with you to establish tax goals and build a tailored strategy for success. These aren't generic recommendations—they're strategic plans built around your business, your numbers, and your goals.
Insight-Driven Decision-Making
Not sure whether to hire, invest, expand, or restructure? We help you assess the financial implications so you can make data-backed decisions. By understanding the numbers, you can lead your business with greater confidence.
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Business Advisory Consultations Each Quarter
A quarterly virtual consultation meetings with your Tax Preparer gives you the clarity and guidance you need to stay on track. Ask questions, share plans, and gain valuable feedback from a seasoned advisor who understands your business.
Becoming the Leader You Want to Be
You tell us where you're going, and we analyze your financial data through the lens of your stated goals—identifying trends, anticipating roadblocks, and calling out opportunities so we can help you chart a clear path forward.
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Keep Your Business Aligned with Your Goals
Your tax strategy isn't a one-time plan—it's your guide to success. As your business evolves, your strategy evolves with it. We monitor your progress throughout the year and adjust based on financial shifts, changes in tax law, or new goals you share with us.
By Your Side the Whole Way
Unlike firms that only look at the numbers once a year before the tax deadline, we maintain a deep awareness of your business through ongoing maintenance. This means every meeting and conversations starts ahead, not behind. There's no need to keep repeating yourself.
Building Your Business with Basswood
Small business owners often find themselves operating in multiple roles, juggling a variety of responsibilities, and unable to focus on what's most important. At Basswood, we strive to empower small business owners to do what they do best--build their business. By outsourcing your business's financial organization and compliance management, you gain financial insights that lead to informed decisions, more time to focus on the future of your business, and peace of mind knowing you have a financial partner you can trust.
Financial insights that lead to informed decisions
More time to focus on the future of your business
Peace of mind knowing you have a financial partner
Your Basswood Tax Preparer is On Your Side
As your financial partner, we are committed to supporting the growth of your business. Your dedicated Tax Preparer develops a deep understanding of your business to deliver effective tax planning and liability management strategies that lead to accurate and timely tax returns. They analyze your financial data and follow trends to provide you with the personalized guidance you need to achieve your goals, because your success is our success.
What to Expect From Your Tax Preparer
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Analysis of Profit & Loss Statements
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Analysis of Balance Sheets
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Analysis of Cash Flow​
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Customized Performance Reports and KPI Tracking
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​Comparison Reports and Trend Analysis
- ​Tax Liability Assessment
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Quarterly Financial Health Review
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Personalized Tax Planning Guidance
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Business Advisory Consultation​
