ACCOUNTING, TAX PREP, AND FINANCIAL ADVISORY SERVICES FOR HEALTH & WELLNESS BUSINESSESFor action-taking healthpreneurs ready to grow a practice that fuels their lifestyle, Sigma Accountants offers an all-in-one, holistic system for achieving complete financial health
Specialized AccountingTax Prep & PlanningPersonalized Financial Guidance- We only work with health & wellness business owners, so we have a deep understanding of the specific needs, challenges, and goals they face.
- Our team is led by an MBA-educated CPA equipped to see how your financials fit into the big business picture.
- We’re members of the elite 10% of accounting firms that are QBO Advanced Certified.
- We offer an all-in-one financial health system and proven 9-step process.
- We harness the power of the latest tech to keep you compliant and connected.
- You get proactive, on-call knowledge & guidance plus the flexibility you need to pivot quickly. (No contracts or surprise bills).
- We track industry benchmarks so you can capitalize on trends and future projections.
- We connect you with business leaders just like you & share learnings.
- We’re plugged into professional associations (including PASBA) that keep us up-to-date on the latest industry developments affecting our clients and ensure we always maintain the highest standard of client satisfaction.
We Are Proud To Have Worked With:
Painfully high taxes are seriously cutting into your margins. Labor costs are rising while insurance payouts stay the same. And with no safety net in place, you’re crossing your fingers hoping it all works out.
It’s time to uncross your fingers and stop fearing the future. Our fixed-price accounting and financial advisory packages are built for practices of every size. Plus, each one can be fully customized to match your goals.
The healthcare industry is complex and faces ongoing challenges such as increasing costs, healthcare reform and decreasing reimbursements. We are well-versed in best practice policies on tax issues unique to healthcare clients and offer specialist accounting and bookkeeping services to all healthcare professionals.
By trusting our meticulous bookkeepers to keep your cash flow in order, you’re setting yourself up for success and avoiding financial pitfalls long before they appear. As your dedicated team, it’s our responsibility to ensure you always have a clear and thorough understanding of your business’s financial position.
* Creating and sending invoices* Automated bank feeds and reconciliation* Cash flow management* Payroll functions* Receipts and payments
We provide expert advice to help you understand where your business is heading and to get proactive about your financial health. Whichever stage your business is at, our business advisory accountants can help you take the next step.
* Business funding -get the capital you need to grow your business* Business planning -take control of the direction of your business* Business structure -start your business with the right foundation* Succession planning and exit strategy -plan for what you want to do after your business* Virtual CFO services - extend your team with a outsourced part -time CFO
An effective tax strategy needs to align with your business goals. We can help you plan your tax, stay compliant with the IRS and state, and achieve your goals.
* Preparation of year-end corporate tax returns, tax estimates, and installments* Adjusted Basis Calculations* Advice on deductions available to your business* Owner-manager remuneration strategies (e.g. salary vs. dividends, income splitting)* Integrated personal tax planning
Paying less tax is about more than just making deductions. We take a holistic view of your business so you can minimize your payable tax for the long term.
* business tax checklist* expense mapping and planning* business structure planning* asset structuring* regular tax minimization meetings
Tax compliance keeps you astutely aware of all local, state, federal, and international tax laws and regulations. This is extremely important for all businesses looking to remain compliant with these requirements, and to continue doing business unimpeded.
* regular tax minimization meetings* tax compliance* Strategic Planning & Tax Optimization (QUARTERLY)* Prepare and File Forms 1099
Selling your business is a significant event in the life of every business owner. You’ve spent your years working hard, taking risks, and working towards this point.
A successful sale at the right time can make it all worth it. When you sell your business at the right time, it can allow you the time and the funds to focus on your next pursuit.
And when selling your business the tax concessions can be quite generous, so it’s critical to get the right advice well before the sale is finalized.
* tax minimization planning* capital gains tax (cgt) planning* tax structure advice* valuation advice* financial planning after-sale