Small Business



Types of Clients

  • Automobile Dealers
  • Construction and Contractors
  • Distributors & Wholesalers
  • Engineering and Architectural Firms
  • High Tech Industries
  • Individuals
  • Law Firms
  • Manufacturers
  • Physicians
  • Printers
  • Professional Services Firms
  • Real Estate
  • Restaurants
  • Retailers
  • Service Industry

From $25,000 to $15 million...We Know Small Business.
There’s nothing small about The Bonadio Group’s (TBG) commitment to meeting the accounting needs of small to mid-sized companies and their owners. In upstate New York, we have become one of the largest accounting, business advisory and financial planning CPA firms serving the $25,000 to $15 million market because the personal attention our clients receive moves them beyond client satisfaction to client delight. Our diverse client base relies on us for a wide range of services, including tax planning, financial statement reviews, business planning, help in securing financing, and installation and training on financial software as basic as QuickBooks and Peachtree to more robust accounting software solutions for small businesses such as MAS 90 and MAS 200.

For further information on TBG’s small business services,
call us at (800) 487-7624 or contact us.



Overview

We Understand
Every day, we deal with the pressures faced by our small business clients—dealing with increasingly complex and ever changing tax law, the constant need to cut costs and improve efficiencies, the never ending search for cash, succession and estate planning, the need for proper record keeping, & More. Perhaps most importantly, we understand that a small business is also a personal business—at the end of the day, what’s good for the business has to be good for its owners.

That’s why TBG is committed to helping our clients make their business the best it can be, by ensuring that its owners are paying the minimum amount in taxes, while growing and protecting their assets through sound wealth management strategies and tactics.

We’ve Got You Covered
When it comes to small business, what separates TBG from other accounting firms is the breadth and depth of our resources, the contacts we have with funding sources, lawyers, and government assistance programs, and a small business staff with the experience and expertise to pull everything together into a well-coordinated and executed plan that covers you from bookkeeping, to payroll services, to small business accounting software, & More. We can even help you with your employee benefit plan, or when you’re ready, to sell your business.

Click here for a comprehensive list of services we provide to small businesses.

It’s Like Working With a Small Firm Inside of a Big Firm
Our success and the success of our small business clientele is due in large part to our expertise in integrating TBG services to help our clients grow and protect their assets, while complying with applicable tax law. However, what distinguishes TBG is our ability to provide clients the comfort and personalization of working with a small CPA firm, backed by the services and resources of a large, powerful market leader.

For further information on TBG’s small business services, call us at (800) 487-7624 or contact us.

Services for Small Businesses

Think Integration. Think Coordination. Think Asset Growth and Protection, & More.

  • Accounting Software Installation and Support
  • Bank Relations and Financing
  • Bookkeeping: Monthly, Quarterly, Yearly
  • Business Compensation and Benefits Planning
  • Business Plans
  • Business Valuations
  • Buy/Sell Agreements
  • Changes In Ownership
  • Cash Flow Projections
  • Choice Of Entity Analysis
  • Cost Segregation Studies
  • Estate And Succession Planning
  • Financial Statement Compilations and Reviews
  • Financial Statement Preparation
  • Forensic Accounting
  • Insurance: Group, Property, Casualty
  • Internal Control Analysis and Remediation
  • IT Consulting
  • Litigation Support
  • Mergers/Acquisitions/Divestitures
  • Payroll Services
  • Personal Financial Planning
  • R&D Tax Credit Studies
  • Tax Credit Generation and Utilization
  • SBA Financing Assistance
  • Tax Planning and Preparation – Business
  • Tax Planning and Preparation – Individual
  • Wealth Management
  • Web-Based Accounting and Bookkeeping

The Bonadio Group is the largest independent CPA firm in upstate New York, providing accounting, tax, business advisory, and financial services.
With offices in Rochester, Buffalo, Syracuse, Geneva, and Perry, we serve the needs of commercial, small business, public, not-for-profit, and individual clients.