Small and Entrepreneurial Business

Accounting, Tax & Advisory Services for Small and Entrepreneurial Businesses

Running a business requires more than accurate financial records and tax compliance. As your business grows, your financial needs become more complex—from managing cash flow and tax planning to improving accounting processes, evaluating opportunities, and preparing for future growth or transition.

Boyer & Ritter provides small business accounting, tax, and advisory services for entrepreneurs, small businesses, and closely held companies. We combine the accessibility and responsiveness of a regional CPA firm with the depth of specialized professionals who can support you as your needs evolve—providing reliable day-to-day accounting and tax support, along with advanced advisory expertise when your business faces more complex decisions.

Who We Work With

Our professionals work with owner-managed businesses, family-owned companies, closely held businesses, entrepreneurs and growing companies across Pennsylvania and the Mid-Atlantic.

Whether you're establishing a new business, strengthening an existing operation or preparing for a transition, our goal is to help you understand the financial implications of your decisions and determine a practical path forward.

Supporting Your Business at Every Stage

The accounting and advisory needs of a business change over time. What works when you're starting out may not provide the financial visibility, processes or expertise you need as your business grows.

Boyer & Ritter can support your business through each stage.

Starting Your Business? Build the Right Foundation

Build a strong financial foundation from the beginning with support for:

• Business entity selection
• Accounting system setup
• QuickBooks, Sage 50/Peachtree and Accounting CS
• Initial tax planning
• Accounting processes and financial recordkeeping

Growing Your Business? Keep Pace With Change

As your business becomes more complex, reliable financial information becomes increasingly important. Our team can assist with:

• Financial reporting and compiled financial statements
• Year-round tax planning
• Accounting and financial consultations
• Controller support
• Bank and credit card reconciliations
• Sales and payroll tax compliance
• Payroll service provider consultation

Managing an Established Business? Strengthen What You've Built

Established businesses often face a different set of financial and operational questions. Boyer & Ritter can help you evaluate your current processes, understand your financial position and determine when additional expertise may be beneficial.

Depending on your needs, our specialists can provide support related to:

• Financial reporting and accounting processes
• Tax planning
• Controller services
• Operations and technology
• IT risk
• Retirement plans
• Business valuation
• Forensic accounting and litigation support

Planning Your Next Chapter? Prepare for What's Ahead

When you're considering the future of your business, financial information becomes critical to evaluating your options.

Our specialists can provide guidance related to:

• Business valuation
• Succession and transition planning
• Ownership considerations
• Mergers and acquisitions
• Tax considerations surrounding a transition
  

Why Boyer & Ritter?

Small and entrepreneurial businesses shouldn't have to choose between personal attention and specialized expertise.

Boyer & Ritter combines the relationships and accessibility of a regional CPA and advisory firm with professionals specializing in tax, accounting, valuation, transactions, technology, risk and other complex business matters.

That means your relationship with us can evolve along with your business. You may initially need assistance with accounting or tax planning and later encounter questions involving growth, valuation, an acquisition or succession. When that happens, you already have a team that understands your business and can connect you with the appropriate expertise.

The accounting support you need today. The specialized expertise you'll need tomorrow.

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Frequently Asked Questions

What accounting services does Boyer & Ritter provide for small businesses?

Boyer & Ritter provides accounting, financial reporting, tax planning and compliance, controller support and other accounting services for small and entrepreneurial businesses. When more specialized needs arise, our team can also provide expertise in areas such as valuation, business transitions, technology and risk.

Some businesses need ongoing support with day-to-day accounting responsibilities. Others have an established finance team but need additional expertise for a specific challenge, opportunity or decision.

Boyer & Ritter can meet you where you are, with support tailored to the needs of your business.

Accounting & Financial Reporting Services

Maintain reliable financial information and accounting processes with services including:

• Periodic compiled financial statements

• Bank and credit card reconciliations

• QuickBooks assistance

• Sage 50/Peachtree assistance

• Accounting CS assistance

• Controller-by-the-hour services

• Ongoing accounting consultation and support
  
  

Tax Planning & Compliance Services

Tax planning shouldn't begin when it's time to prepare a return. Our professionals work with business owners throughout the year to understand how business decisions and changing tax requirements may affect them.

Services include:

• Annual business tax preparation

• Annual tax planning consultations

• Entity selection and related tax considerations

• Sales tax preparation

• Quarterly payroll tax returns

• W-2 preparation

• Payroll service provider consultation
  
  

Specialized Advisory Services

As your business evolves, you may encounter questions that require expertise beyond day-to-day accounting and tax compliance.

Boyer & Ritter gives you access to specialists across the firm in areas including:

• Business valuation

• Succession and transition planning

• Mergers and acquisitions

• Forensic accounting and litigation support

• Operations and technology consulting

• IT risk assessments

• Retirement plan services

• Human resources consulting
  
  

You don't need every service at once. The value is having access to the right expertise when your business reaches an important decision, challenge or opportunity.

Can Boyer & Ritter help if I don't have a full-time controller?

Yes. Boyer & Ritter can provide controller level services for businesses that need additional financial expertise without adding a full-time position. The level of support can depend on your existing accounting resources and business needs.

Can Boyer & Ritter help me with my new business?

Yes. Our professionals can assist with considerations such as entity selection, accounting system setup, initial tax planning and establishing financial processes for a new business.

Can Boyer & Ritter help with succession or the sale of my business?

Boyer & Ritter has professionals specializing in areas relevant to business transitions, including business valuation, succession and transition planning, mergers and acquisitions and related tax considerations. Bringing advisors into the process early can help business owners better understand their options and prepare for a future transition.

What accounting software does Boyer & Ritter support?

Our professionals assist businesses using QuickBooks, Sage 50/Peachtree, Accounting CS, Microsoft Business Central and other accounting platforms based on the needs and existing systems of the business.

When should a small business get professional accounting help?

Small businesses can benefit from professional accounting support well beyond annual tax preparation. Boyer & Ritter can help when a business is growing, financial reporting becomes more complex, tax considerations change, internal accounting resources are stretched or owners are preparing for a significant decision or transition.

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Let's Talk About Your Business

Whether you're starting a business, managing day-to-day financial responsibilities, navigating growth or thinking about what's next, you don't have to figure it out alone.

Talk with a Boyer & Ritter professional about where your business is today, the questions you're facing and the expertise that could help you move forward.

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