Van Beek & Co., LLC provides a wide range of services to individuals and businesses in a variety of industries. At Van Beek & Co., LLC, we strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
Assurance and Advisory Services
At Van Beek & Co., LLC, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.
These services include but are not limited to:
- Audits, reviews, and compilations
- Entity selection and restructuring
- Debt and finances advising
- Mergers and acquisitions
- Transaction structuring and negotiations
- Business succession
Accounting Services
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Van Beek & Co., LLC’s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
- General ledger and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
- Cash flow budgeting and forecasting
- Personal financial statements
- Corporate tax planning and return preparation
We can set up financial reports for your review to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.
Tax Management Services
At Van Beek & Co., LLC, we guide our clients through a full range of tax planning decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently modified tax laws.
Estate and Trust Planning and Tax Preparation
Effective trust and estate planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Van Beek & Co., LLC’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one’s estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.
IRS Representation
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
Bookkeeping/Write-up
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Van Beek & Co., LLC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, Van Beek & Co., LLC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Cash Flow and Budgeting Analysis
Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. Van Beek & Co., LLC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business’ ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business’ success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.
Mergers and Acquisitions
Business transactions and transitions are complicated affairs, and whether you’re buying, selling, or considering a potential merger, Van Beek & Co., LLC can provide professional know-how to help you successfully structure and negotiate the deal. Van Beek & Co., LLC employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.
Debt and Finance Advising
Whether your needs are corporate or personal, Van Beek & Co., LLC’s professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.
Business Succession Planning
Few things in life are certain; however, one thing is certain – every business is unique and every business and ownership group will ultimately change. Companies that proactively plan for these transitions greatly increase the likelihood that the transition will be successful.
At Van Beek & Co., LLC we understand that a succession plan is more than simply a financial plan. To be successful, the plan must consider both the financial and emotional needs of the parties involved. We have both the expertise and the personal experience to help guide you through your succession plan.
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