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Tax Planning and Income Tax Return Preparation Tax Planning and Income Tax Return Preparation
QuickBooks Training and Accounting Services QuickBooks Training and Accounting Services
Small Business Consultants Small Business Consultants
audit reviews Audit, Review and Compilation Engagements
Settlement Fund Administrator Support Settlement Fund Administrator Support

Small Business Consultants

Wheeler & Associates would like to have more of a relationship with you than just being an accountant or income tax return preparer. We would like to assist you in meeting long-term objectives and specific strategies relevant to your company’s overall profitability and success. When applicable, we will utilize strategic alliances to bring you and your businesses the resources needed from other professionals.

Wheeler & Associates can offer advice and guidance in the following areas:

  • Accounting software selection and implementation;
  • Analysis and "due diligence" procedures relating to purposed business purchases;
  • Break-even analysis;
  • Business loan applications;
  • Business succession planning;
  • Business valuation;
  • Cash management;
  • Employer/employee and independent contractor issues;
  • Entity selection;
  • Financial planning and budgeting controls;
  • Fringe benefits to the small business owner and employees;
  • Internal controls (safe guarding assets);
  • Lease vs purchase decisions;
  • New business start-up procedures;
  • Operations planning and controls;
  • Payroll support services (including outsourcing);
  • Performance measurement systems;
  • Projections and forecasts;
  • Review of contracts concerning tax and financial issues (not legal); and
  • Strategic business planning.

Special Offer for all new
business clients
four (4) informative hours of
QuickBooks training at no fee.
($600.00 Value)