Small Business Success

Running a small or family business comes with unique challenges, but it also presents exciting opportunities. At AA&T Group, we recognize that smaller businesses need tailored financial and operational support to achieve their goals without the complexity of enterprise-level services. That’s why we’ve developed our Small Business Success Plans – a custom approach that provides the tools, insights, and support necessary to achieve accounting for decision-making, driving growth and long-term success.

Custom Plans Designed Just for You

We understand that every small business is unique, so our plans aren’t pre-made. Instead, we offer a customizable menu of services, think of them as ingredients that can be combined to create the perfect solution for your needs. These ingredients are designed to provide clarity, optimize your operations, and give you the financial insights needed to make informed decisions.

Ingredients for success:

  • Any combination of:

    • Recording accounting transactions.

    • Itemizing lump sum deposits.

    • Tracking petty cash.

    • Recording accounts payable and receivable on a modified accrual basis.

    • Full accrual basis recording.

    • Reconciling bank, credit card, and PayPal accounts.

    • Recording funds disbursed for business purposes.

    • Managing non-business account deposits.

    • Allocating expenses to contracts (contract cost tracking).

    • Nonprofit fund accounting.

    • Preparing financial statements (profit & loss, balance sheet, statement of cash flows).

    • IRS penalty payments.

  • Any combination of:

    • Managing payroll for fixed salary employees, variable salary employees, and staff salaries/expenses.

    • 1099 filing.

    • Sales tax filing.

    • Annual report filing.

    • Business year-end tax preparation.

    • Individual tax preparation for business owners.e

  • Any combination of:

    • Profit snapshot analysis.

    • Forward-looking financial projections.

    • Proactive tax planning.

    • On-call financial concierge.

    • CEO and team business coaching.

  • Any combination of:

    • Wealth management.

    • Retirement planning.

    • Risk mitigation.

    • Estate planning.

  • Any combination of:

    • Custom HR manual creation.

    • Proactive HR policy reviews and updates.

    • Compensation and benefits benchmarking.

    • Performance management systems design.

  • Any combination of:

    • Incorporating new entities.

    • Filing fees for incorporations.

    • Registered agent services.

  • Any combination of:

    • Team training sessions.

    • Historic individual tax review and future planning.

    • Historic business tax review and future planning.

    • Accounting system design.

    • Historic accounting records clean-up.

    • Tax planning opportunity assessment.

    • One-time HR legal compliance review.

    • One-time HR manual creation.

Why Build a Small Business Success Plan?

Our plans are rooted in the same principles that guide our Advisory and CFO services, focusing on accounting for decision-making. By providing actionable insights and strategic tools, we empower small and family businesses to:

  • Make informed financial decisions.

  • Optimize daily operations.

  • Achieve sustainable growth.

  • Plan effectively for the future.

With AA&T Group as your partner, you’ll gain access to expert support, custom solutions, and the confidence to navigate every stage of your business journey.

Let’s Build Your Success Plan

Whether you’re just starting out or looking to elevate your operations, our Small Business Success Plans can be tailored to fit your needs. Contact us today to schedule a consultation, and let’s craft a plan that drives your business toward success.

Contact us today!