Closely-Held Business

At BWTP P.C., we have a wealth of knowledge in all types of closely-held businesses. Our number one priority is to provide high-quality service to our clients. Our expertise is intuitively understanding our clients’ needs, enabling accurate planning and achieved goals. We are “hands-on” – cultivating strong relationships, which include coaching and mentoring business owners.

  • Financial statements
  • Accounting services
  • Tax return preparation
  • Fixed asset depreciation
  • Management advisory services
  • Strategic forecasting and budgeting
  • Benchmarking using ProfitCents®
  • Bookkeeper training
  • Tax planning and projection
  • Sales and use taxes
  • Payroll tax returns
  • Business licensing and local taxes
  • Personal property taxes
  • Lease vs. purchase analysis
  • Controllership services
  • Job Costing analysis
  • QuickBooks® Certified
  • Software selection and training
  • Succession planning
  • Business valuations
  • Internal controls analysis