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Small Businesses

Let’s talk about how to grow your business.

Owning and operating a business is like a journey–and Hauk Kruse and Associates is there with you as you focus on the way forward. Whether you’re just getting started, managing growth or crafting a succession or sales plan, our experts will support you.

The best place to start is with our Business Planning Workshop. We’ll work with you and your core team one-on-one to set and achieve your goals. It’s an in-depth, hands-on session that helps put you in the best position to grow.

From here, many of our clients turn to Bill Kruse and our team for Outsourced CFO services. Our hands-on approach goes far beyond balancing your books. We’ll work side by side to ensure you have the right tools to achieve your most important business goals.

Business Planning Workshop includes:

  • Assessment of current position and identification of key goals
  • Initial proposal and scope of work
  • Implementation and integration
  • Process improvement and measurement

Meet your HKA team.

Choose the right level of service for your needs.

Once we understand your business and where you’re headed, we’ll work together to create the right path forward.

Platinum

This custom package includes one-on-one advice from Bill Kruse, our founder and Managing Partner, and one of the region’s most respected business leaders. Bill and our team will serve as your CFO, lending expertise as a true extension of your team.

Gold

Our KPI-focused approach starts with a deep dive into your financials and sets measurable actions we can take together to help you reach your goals. This includes advisory meetings, business and individual tax services, quarterly estimate tax calculations, and more.

Silver

Twice a year, our team will meet with yours (typically in the spring and winter) to discuss your goals and find new ways for you to reach them. Full tax services are also included.

Our advisory services for business include:

  • Business value assessment
  • Document reviews
  • S-Corp conversion and analysis and filing election
  • R&D contract review and guidance
  • New company setup and guidance
  • Consultation on retirement plan options
  • Structuring for businesses and business buyouts
  • Succession and certified exit planning
  • Internal control advisory

Of course, we also offer the accounting services you expect:

  • Annual tax returns
  • Monthly bookkeeping
  • Accounting system conversions and setup
  • Custom quarterly estimated tax calculations
  • 1099 filing
  • Payroll setup and monitoring
  • Sales and use tax filing

Your future beings today.

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