Business
Service Teams
Business
Service Teams
GROWING TOWARD YOUR GOALS
At Anthem, we believe that business growth is only valuable when it achieves the personal goals of the business owner. Yet every day’s growth brings with it an increase in complexity to the point that it’s easy to lose sight of one’s progress toward their goals.
That’s why we always begin our planning by getting to know where you want to go. Once we know where you want to go, our job is to present you with real-world options of different routes to get there – short- and long-term. Once established, we handle the minutiae of executing your plan.
- A new suite of strategic and advisory services to help you reach – and surpass – your goals.
- Our consultations are based on a thorough understanding of your business and personal goals. Our recommendations form actionable and realistic paths for opportunities and improvement.
- We help you identify opportunities for growth which safeguard your assets from tax liabilities even as they offer increased earnings.
TAX PLANNING
EXCEPTIONAL THINKING AND PROBLEM-SOLVING
- We take an integrated approach to helping you find your best tax position, bringing your business aims and personal goals into a unified tax strategy.
- We are recognized experts in SALT requirements and compliance, and can guide you to compliance across your operations.
- We quickly grasp the distinct situation, needs, and goals of your business, and we develop a comprehensive tax plan to reduce your tax burden and maximize your cash flow.
- We can provide all related services as needed, or work with your organization’s own professionals – either way, you’ll get detailed planning and analysis.
- We can also review your existing tax methods and correct them (if needed) to operate as favorably for you as possible.
TAX PREP
EXPERT GUIDANCE AND MINIMIZED LIABILITY
- Be confident navigating through the ever-changing landscape of regulations and requirements with the Anthem Tax Prep Team as your guide.
- We’ll help you improve your federal, state, and local tax liability picture with proven strategies and expertise.
- And because we know business people are people too, we integrate business tax preparation with your individual income tax preparation.
- We carry in-depth industry knowledge, seasoned tax experts, and a thorough understanding of your business to minimize liabilities across the board.
Fractional CFO Services
Get CFO-Level Expertise-- only when you need it
Anthem’s Fractional CFO services give your business the strategic financial leadership of a Chief Financial Officer– without the commitment or cost of hiring in-house. Whether you’re navigating growth, managing cash flow, or planning for expansion, we bring clarity, confidence, and structure to your financial strategy.
Expertise at a fraction of the cost
Our services are available at an hourly rate or customized monthly package, so you only pay for the time and insight you need. This means you can access senior-level financial support for a fraction of the six-figure salary it takes to hire a full-time CFO.
At Anthem, you gain a dedicated partner to help:
- Develop and execute a long-term financial strategy
- Improve cash flow and profitability
- Forecast future growth and avoid surprises
- Reduce costs, streamline operations, and identify financial tasks
- Get investor-ready or prepare for financing (including SBA loans)
- Evaluate big decisions with clarity and confidence
- Support staff development with strategic oversight
- Increase valuation and prep for succession or exit planning
We work with business owners who need real financial insight, flexibility, and results– without the overhead. Let’s build a roadmap for growth and bring stability to your numbers.
Bookkeeping
Timely, reliable monthly financial services for your business
- Outsourcing your accounting basics with Anthem is a cost-effective way to improve performance and meet your reporting requirements.
- We’ve developed a standardized process for recurring accounting services that offers you a cost-efficient way to produce accurate financial reporting including:
- Document Accounting Process
- Review Month-end Close
- Review Internal Controls
- Ratio Analysis
- Prep for Year-end Reporting
- Whether your business is a start-up, in a growth mode, or in transition; our accounting staff can help meet your accounting needs. By understanding your goals and operating environment we’ll provide practical solutions to the key issues that impact your success. Together, we’ll create the sound financial accounting and reporting that leads to your success.
- NEW! All Anthem clients receive 10% off Quickbooks purchase while working with us.
Payroll
REDUCE TIME SPENT AND INCREASE ACCURACY
- We help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.
State and Local Tax (SALT)
Expert guidance for interstate business
Because your business crosses borders, you face over 80,000 state and local tax jurisdictions nationwide, each with its own set of evolving rules and regulations. The maze of these taxes and the impact they can have on a business and a family’s wealth can be overwhelming.
Digital service providers, e-commerce sellers, consumers, as well as buyers and sellers of businesses, are still assessing compliance with new economic nexus statutes. For this reason, the guidance of Anthem’s SALT team is invaluable.
- We help you navigate the complex state and local tax filing responsibilities. Along the way, we will identify key financial opportunities.
- Our SALT accounting team will proactively review your business activity regularly to address nexus, tax exposure, sales sourcing, non-business income, and any similar issues.
- We’ll keep you informed about credits and incentives you may be able to take advantage of in the states where you do business.
Specialty Tax Services
Delivering strategies for tax savings
Our professionals draw on a wide range of tools to help organizations and individuals across the U.S. minimize their tax liability and improve profitability. We bring together a highly trained tax team whose members have years of experience delivering strategies for tax savings such as:
- Cost segregation studies
- Tangible asset repair regulations planning
- Research and development (R & D) tax credit studies
- Tax nexus reviews and sales tax reverse reviews
- Captive insurance
FINANCIAL REPORTING AND ASSURANCE SERVICES
ASSURANCE SERVICES SCALED TO YOUR NEEDS
- Because the needs of your financial statement users will vary, we scale our solutions to meet your specific needs without needless delay.
- We work with management to resolve any complex accounting or reporting issues as early as possible in the process.
- We provide Review and compilations of financial statements according to SSARS (Statements on Standards for Accounting and Review Services.)
- Your financial review will be planned and executed by an experienced team that understands your industry, your business goals, and the needs of the financial statement users.
- Beyond the immediate needs of your financial summaries, you’ll gain important insights into your operations which result in increased efficiency of their efforts.
- Lease accounting and ASC 842
- Nonprofit
BUSINESS VALUTIONS
strategic direction for businesses at their most critical junctures
Anthem’s Business Valuation team follows an established set of procedures to form an estimated value to determine the price prospective investors will pay for a company.
We provide strategic direction for businesses at their most critical junctures: Financing, financial reporting, tax management, business planning, and ownership transition. Our team understands key internal and external value drivers and provides the insight, research, and professional opinion of value to support your business objections through:
- Management Planning: Assisting business owners and executive teams by holistically evaluating a company’s worth and assessing transition options, whether it leads to an exit or offer.
- Estate Planning: Providing high-net-worth individuals with estate planning and gift-tax consultation as they look to transfer ownership of a business to the next generation.
- Transaction Analysis: Delivering buy-side and sell-side valuation and analyses throughout the transaction lifecycle to give insight into whether a deal is a sound financial decision.
NIL Athletes
Make the Most of Your Earnings
As you begin the earning phase of your career, make the most of those earnings now and for years to come. With careful planning, you’ll create a financial safety net and help to secure your future financial stability. To achieve that, you need the guidance of smart strategic planning and impartial advisory services.
ANTHEM: PEOPLE WHO KNOW THE ENTIRE FINANCIAL PERSON
While every CPA firm can handle your personal or business accounting needs, at Anthem we merge both aspects of our clients life; knowing that business goals should be integrated with personal goals. We aim your business goals at your personal goal target.
Naturally, this changes the way we work with people. Instead of merely filling out forms, we have to take a longer view, something most CPA firms can’t do. Serving the entire financial person takes a blend of skills unique to Anthem.
We can show you how to build a bridge from where you are now to where you want to be. And after all, that’s the point of owning a business.
Get Started
Anthem is a full-service tax, strategy, and advisory firm committed to serving you. Whether you’re looking for personal or business services we’ve got a team ready to help. Contact us today!