Dan Lutchansky CPA
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“The generation of random numbers is too important to be left to chance.”

Robert R. Coveyou

Small Business Taxes and Accounting Pie Chart


Accounting pie chart



Why does it help to understand the numbers of your business?

So you can identify the activities that translate into profits. With that knowledge, you can keep doing what’s working and change the things that are not. In fact, your numbers should drive your daily activity.

We will help you answer these questions:

   1.  What are those key numbers that should drive your daily activity?
   2.  Should you use accounting software, such as QuickBooks?
   3.  What reports should you review daily, weekly and monthly?
   4.  What kind of planning should you do at the beginning of each month?
   5.  How do you determine your formula for success?

We believe in a “keep it simple” approach to get you the key information necessary to manage your business.

We do recommend QuickBooks as the accounting software of choice for most of our clients.

Why QuickBooks?

The software is designed to be used by the business owner with no accounting background.

If you can type an invoice, write a check and read a bank statement, we can get you up and using QuickBooks effectively in just a few hours. Of course, you have choices.

You can:

   1.  Use QuickBooks and teach yourself
   2.  Use QuickBooks with our help
   3.  We can keep QuickBooks for you
   4.  Use a spreadsheet to track your income and expenses
   5.  Use some other accounting software or method
   6.  Do nothing and wait until tax time

We want you to be able to focus on your business. With just a little bit of our time, we can get your books up and running. That’ll save you a lot of time in the long run, and we want to make sure your business has just that, a long run!

Let’s get started with a complimentary business consultation, where we will answer your questions, assess your situation and recommend a course of action. We can be reached at (408) 378-9500 or by completing the form at Contact Us.