It's time to discover what the numbers are telling you.
You don't have to be a financial expert to lead a successful business, but understanding your numbers will empower you to drive growth. Taking control of your financial health starts with learning how to analyze standard reports and identify trends. At Basswood, we turn complex data into clear insights, helping you make smarter, more strategic decisions about your future.
Stop Guessing. Start Strategizing.
Learn from the past, prepare for the future, and live in the present. Without an understanding of financial statements or expert assistance, many small business owners find themselves stuck in a financial fog—not sure what to do next. At Basswood, we review your data for you, explain what the numbers are telling us, and empower you to make strategic business decisions.
Hand-in-Hand Guidance
We know that income statements, balance sheets and profit and loss statements can be confusing and intimidating. That's why we take the time to explain the data in plain language, and provide you the guidance needed to track your progress and reach your financial goals.
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Profit Management
Increased sales are great, but they don't guarantee cash on hand. We help you identify your direct costs to determine your most profitable services, so you can focus your energy and resources on the channels that best serve you.
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Watch Your Money Move
Cash flow is an important aspect of your financial health, but it is often misunderstood. We analyze how money flows through your business to pinpoint potential bottlenecks, highlight areas of overspending, and recommend strategies to maintain stability.
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Preparing to Invest
Whether you're seeking funding, anticipating a big purchase, or preparing for expansion, we're here to help. Through an analysis of your financial data, we point out opportunities and risks to support you in making informed and confident investment decisions.
Start With The End in Mind
An effective financial strategy starts with clearly defined goals—otherwise you're wandering around with no destination. We use your financial reports to evaluate whether your decisions are aligned with your vision, and guide you toward smarter, goal-focused actions.
Track Your Progress
It's easy to lose sight of your progress when you're busy running your business. Our quarterly financial reviews are recorded and delivered to you so you can look back and see how far you've come.
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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​
