News & Events | Locations | Contact Us | Site Map

Who We Serve > Small Business

Small Business

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, tax, business advisory and financial planning CPA firms serving the $25,000 to $15 million market. 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 compilations and 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.

We Understand
Every day, we deal with the pressures faced by our small business clients—increasingly complex and ever changing tax law; the constant need to control costs and improve efficiencies; the never ending challenges surrounding cash flow; 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.

It’s Like Working With a Small Firm Inside of a Big Firm
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.

• Exceeding Expectations with Extraordinary Professionals
• Spotlights
• Thought Leadership, Innovation and Viewpoints
• Services for Small Businesses

Exceeding Expectations with Extraordinary Professionals

TBG’s mission statement calls upon us “to be our clients’ most trusted business advisor and to consistently exceed their expectations.”

We bring this mission to life with the extraordinary team of partners and their staff that serve small businesses, in our six different locations stretching from the Capital District to the western borders of New York State. TBG operates within a one firm/seamless location practice approach by making all of our professionals 100% available across the firm.

We invite you to click here to visit our small business partner team. You’ll discover small businesses throughout upstate New York have made these extraordinary professionals their trusted business advisor.

Spotlights

In addition to the quality of our tax planning and preparation services for small businesses, a key differentiator making TBG the firm of choice for small businesses is the scope, depth and breadth of special services we bring to the table.

We call these “SPOTLIGHTS”, and urge you to spend a few more moments with us, exploring the practical, proactive and innovative faces of The Bonadio Group. Our solutions will help you reach your financial, compliance, management and personal goals.

• Authorized Accounting Software Sales, Installation and Training
• Bonadio Payroll Services, LLC
• Bonadio Financial Services, LLC
• Bonadio Source HR, LLC
• Bonadio Wealth Advisors, LLC
• Corporate Tax Planning and Preparation
• Dental Practice Services
• Enterprise Risk Management
• Forensic Accounting
• Information Technology Services
• MS Consultants. LLC (Cost Segregation Studies)
• Succession Planning
• ValuQuest Business Appraisals

Thought Leadership, Innovation and Viewpoints

Viewpoints is The Bonadio Group’s award winning forum for presenting observations, insights and information on contemporary accounting, tax, business management and wealth management issues. Each Viewpoint is available in a printable format and a downloadable MP3 which can be played directly in your browser.

Click here for TBG’s Small Business Viewpoints.

Who We Serve Medium & Large Privately Held Companies Public Companies Small Business Government Healthcare Tax-Exempt Construction Unions Individuals