Small firm service, big firm capabilities

Small, privately-held businesses have been the backbone of our business for over 50 years, and no firm is better prepared to serve their tax and accounting needs than Weiss & Company. Whether you’re preparing for a sale, navigating employee benefit plans, or simply need some accounting software advice, we know the territory.

Business Consulting

We understand that every business has unique goals, and we want to help you achieve them by creating comprehensive, flexible strategies. We work closely with companies as both a sounding board for management and by offering consulting advice and solutions that fit your business’s needs. Our consulting services include:

  • Short-term and long-term strategic planning
  • Business modeling
  • Succession planning
  • Financial projections and analysis
  • Profit optimization

Business Valuations

Determining the value of your business is important at many stages, including while buying or selling a business, developing new shareholder agreements, seeking financing, or during life changes. Our team works diligently to understand every aspect of a business in order to provide complete, accurate, and detailed valuations. We provide concise, comprehensive reports designed to be easily understood by family members, judges, attorneys, other business owners, and the IRS.

Buying and Selling a Business

Making the move to buy or sell a business is a major decision that requires a carefully conceived, properly structured agreement. Our staff has years of experience guiding clients through the acquisition/disposition process and fully understands critical issues such as cash flow and complex tax considerations. We offer assistance in several areas, including:

  • Due diligence
  • Negotiations
  • Positioning your organization
  • Maximizing value

Litigation Support

We help our clients with litigation by quantifying economic damages pursuant to existing or pending litigation using sophisticated accounting and auditing techniques. We provide assistance in many different types of cases, including:

  • Insurance claims
  • Bankruptcy filings
  • Divorce settlements
  • Fraud investigations
  • Civil and criminal lawsuits

Employee Benefit Plan Consulting

Understanding which employee benefit plan is best for your business is key not only for employee satisfaction, but also for significant tax advantages. Retirement plans can be confusing, and are often subject to changes in rules and regulations. Our team helps clients evaluate plans that will best serve their needs and provides key guidance and insights on navigating this area. Services provided include:

  • Financial statements for benefit plans
  • Tax compliance
  • Employee benefit plan audits

Software Selection and Implementation

In the ever-changing digital workplace, more and more small businesses and individuals seek help determining which of the growing number of accounting software packages available is best suited to their solution. At Weiss, we make it a point to stay up-to-date on the very latest systems, and can help you find and implement the best fit for your business.

QuickBooks Consulting

QuickBooks is a longtime industry standard for small business accounting and offers outstanding benefits, but it can be difficult to understand and implement. Which setup is best for your firm? How do you use it most effectively? Our staff experts can provide you with all the guidance you need, from setting up the program to utilizing the most useful features for you and your business.

Contact Us

If you’d like to learn more about Weiss & Company and how we can help you, we want to hear from you. Simply complete the form, using the “Message” section to describe your area of interest. We’ll be in touch within 1-2 business days.