CPA’s providing Proactive Tax Reduction, CFO & Value Building Solutions for Entrepreneurs in the Service Based Industries
Strategies Customized for Entrepreneurs in Service Based Industries
How Can We Help You?
Tax Certainty!
Combine Tax Reduction & Implementation Strategies with Tax Reviews to identify and maintain the tax reduction you are entitled to.
INCLUDES
- BluePrint Business Strategy
- Implement Tax Reduction Strategies
- Maintain Tax Savings Review
- Year-End Tax Projection
- Tax Accounting Review
- Income Tax Praeparation
- Tax email and phone support
Peace of Mind
Real-Time Accounting services – Know your business results in real-time with our collaborative accounting solutions and know your numbers with our reporting designed for business owners.
INCLUDES
- Initial Accounting Clean and Support
- Daily Updates
- Cash Flow Results
- Break Even Analysis
- EBITA Review
- Financial Performance Reporting
- Accounting email and phone support
Grow Your Business
Understand the metrics that make your business grow and collaborate with our business growth process for enhanced results.
INCLUDES
- Business Success Blueprint
- Financial Performance Reporting
- Zoom Performance Review
- Collaborative Business Coaching
- Cash Flow, Profitability and Trend Review
- Implement Business Success Blueprint
- CFO email and phone support
Tax-Free Retirement
Improve your lifestyle and financial retirement with our Financial Freedom Blueprint and strategies to increase your peace of mind and increase your cash flow at retirement.
INCLUDES
- Financial Freedom Blueprint
- Tax-Free Retirement
- Real-Time Net Worth Reporting
- Financial Success & Lessons Meetings
- Tax Free Planning & Implementation
- Implement Financial Freedom Blueprint
- Financial Freedom Reporting
- Net Worth Review
- Financial email and phone support
Our Simple 3-Step Process
ASSESS
Schedule a call so we can learn about your business and determine what is and isn’t working.
ANALYZE
Let’s see what your future can look like.
We analyze your current business situation and discover any missed opportunities, then develop a 3-step action plan.
IMPLEMENT
We start cutting your taxes right away with your proactive tax plan.
We start your Real Time Accounting Solution for accurate reporting.
We begin your Business Growth system for exponential growth.
Design the business you dream of with…
STABILITY
Know that your business has a solid financial foundation
CLARITY
Have a clear plan of action for business
success
CONFIDENCE
Be prepared for every phase of your growing
business
We Help You:
Help You Scale Your Business with Proven Implementation Strategies
Cut Your Income Taxes This Year and Every Year
Get a Real Time Accounting Solution so You Can Understand and Measure Your Business Results
Failing to implement a plan is costing you time and money every day
You have a simple choice to make for the success of your business.
You can continue risking missed opportunities and feeling vulnerable to changes that you don’t foresee in your business. Or, you can gain confidence and clarity, with a specific plan of action for your business growth.
You became a business owner for more time and greater rewards
But, there’s a problem if…
You’re wasting time and effort. We have the solutions to scale your business, cut your taxes and turn your CPA expense into an investment.
Discover how the CPA’s and Business Coaches at Ed Lloyd & Associates help Entrepreneurs in the Business Services Industries!
What makes Ed Lloyd & Associates so different?
Ed Lloyd & Associates is a Charlotte, NC CPA firm providing business growth coaching, tax minimization and tax preparation services delivering millions of dollars in benefits to their clients every year.
Our CPA’s and business coaches provide accounting, tax preparation and business coaching services to clients from Charlotte, NC to Hawaii.
Business success is fueled by the right, proactive choices. Without good planning, your business can’t grow.
The problem is, you’re paying too much in taxes, you don’t have a plan for growth and your business is too reliant on you. Money lost or left on the table can leave you feeling frustrated. What’s worse, you don’t know where your business may be vulnerable or if you will ever be able to reach your company’s potential.
We believe you deserve a proactive approach to accounting and a dedicated plan for business growth.
Our CPA’s and business coaches focus on the professional service and service businesses.
This focus gives us the experience to handle the specific needs of professional and service business owners including tax minimization, business growth coaching and integrated accounting solutions to run a better business.
