Our Financial Services

Change will lead to insight far greater than insight will lead to change.

No matter what stage of growth your business is in, constant measurement, questioning, and adjustments are vital for growth and continued success. Regardless of whether you are a new business looking to grow locally, an established business wanting to break away from stagnation, or a flourishing organization looking for ways to continue your success, our financial services can bring the acumen and thought required to see your business and opportunities in a new light.

Simply put, our goal is to grow your bottom line by eliminating unnecessary spending, improving your accounting processes, developing new strategies to reduce your tax liability, and helping you to plan for long-term financial growth. With our experience, we’ll help you distill your accounting policies and processes by organizing and managing your internal controls. We’ll help you best understand the tax code and the advantages you may be missing. We’ll work with you to implement new accounting tools and practices that will reduce your costs and improve your accounting. We’re not just consultants, we’re here to succeed with you.

We work with all sizes of businesses across a wide variety of industries, and have concentrations in the chiropractic, construction, and property management fields.

Small Business Financial Services

“I have mentioned before that financial intelligence is a synergy of accounting, investing, marketing and law. Combine those four technical skills and making money with money is easier.” Robert Kiyosaki
the dines group financial
book keeping at the dines group
the dines group financial services tdeferred assets

Entity Selection and Restructuring

The entity you choose to structure your business depends on multiple factors and impacts your taxes and other liabilities. If you haven’t started your business yet, we’ll work with you on initial structuring that will be most beneficial to you. If you are already established, we may have suggestions for restructuring that would work to your advantage. Whether your questions are about business or personal taxes, we’ll not only guide you through the process, but will explain the pros and cons of each potential option, always with your best interest in mind.

QuickBooks Accounting Help and Assistance

QuickBooks has quite successfully become the industry standard. While it can seem so helpful and exciting for a new or small business, the truth is that it’s a complex software for those who look to get the most value out of its implementation. For that reason, we’ll help you choose the right version of the software for you, install it throughout your organization, setup a multitude of options, capture and process your company’s data, and teach/support you and your business until you are QuickBooks experts yourselves.

Accounting Reviews

When you are a new or small business, it’s likely you have someone who is multi-tasking and “handling” the books. When you have the staff to perform daily accounting activities and payroll tasks but need an accounting professional to review their work, we’re ready to help. This review ensures that you are receiving the most pertinent information so that you can make the best decisions about the growth of your business. When we perform accounting reviews, we work with your staff to make corrections, adjustments, and reclassifications to ensure that your financial reporting reflects the correct financial condition of your organization.

Financial Support for Established Business

To state the facts frankly is not to despair the future nor indict the past.
tax work at the dines group
the dines group financial services 6
the dines group financial services 7

Cash Flow and Budgeting Analysis

To grow an established business, one requires top-level cash management, lower expenses and overhead, and an increase in productivity and sales. The Dines Group will help you maintain ideal cash flow levels (via tracking sources and uses), produce solid forecasts, and optimize your businesses budgeting. We’ll work with you to analyze your spending, review your budgets, and manage debt to create a positive cash flow and cement your business’s future.

Financial Projections and Forecasts

Of course business would be much easier if one could predict the future. Unfortunately, we can only offer the next best thing. We use historical data, industry trends, and personal research to produce the most sound financial forecasts possible. With our expertise, education, and experience, as well as the gained knowledge of your business, we produce financial projections that allow you to best make decisions about growth, markets, spending, debt management, and more. It’s essential to your company’s success.

Depending on your needs, our work can range from top-level overview reports to detailed financial models.

Internal Controls

You’ll find that as your company grows, some internal control processes will naturally develop and be implemented accordingly. With that, there are usually gaps that need to be filled in with a more formal control plan that is designed to address all the current and reasonable future needs of your business. We work with you to both correct your existing control processes and create the ones that you have missed or may soon need to further develop your business. Having worked with all levels of businesses, we know the challenges ahead for both the small- and medium-sized organizations, as well as top-tier international companies. By implementing the proper controls, one creates a bulletproof system that will resolve control weaknesses.

Tax Management Services

We leverage our extensive tax knowledge and experience to take our clients through a thorough process of tax planning and preparation decisions designed to minimize your tax liabilities and maximize your cash flow. Our experience, analysis, and research allow us to bring you financial opportunities found in the existing tax code, as well as draw your attention to new laws and opportunities that will be to your benefit. We are constantly educating ourselves to provide you the most beneficial and correct information.

Accounting and Financial Services

Your business requires strong accounting work to succeed. From start-ups to international conglomerates, solid accounting is the hallmark of success. To help bring the financial services your business needs, we provide:

  • General ledger and financial statement preparation
  • Bookkeeping (monthly, quarterly, or annual)
  • Accounting system setup and support
  • Personal financial statements
  • Financial statement preparations, compilations and reviews
  • Business succession planning

Financial Services for Personal Finances

How many married couples do you know who met over accounting books in a Starbucks?
-Congressman David Schweikert
the dines group financial services 9
the dines group financial services 11
the dines group financial services 10

Estate and Trust Planning and Tax Preparation

Part of your business is the part that enables you to be your best while you’re at work. For your loved ones, we offer estate and trust planning, which allows a simple transition of ownership from you to your family. We help you work through the difficult and ever-changing laws to make the transfer of your assets easy and to reduce the tax liability for your beneficiaries.

Financial and Retirement Planning

Our goal is to help you reach your financial goals and maintain financial independence for a comfortable retirement. While we don’t currently take a leadership role in retirement planning, we can work with your current financial advisers or help you to vet advisers. We’ll help your financial planners to guide you through processes to designate finances for asset allocation, college education funding, insurance, and tax, estate, and business succession planning. We can ensure that your investments will take into account tax implications for an advantageous after-tax return.

IRS Representation

Professional representation is essential during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. Even less invasive correspondences from these agencies sometimes requires additional expertise. When you aren’t sure what’s happening, we are able to lessen the stress and burden of any inquiry from a federal or state agency.

Debt and Finance Advising

Whether your needs are corporate or personal, we can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid and provide the most tax benefit to you.

Yes, We'd Love to Talk to You!

It’s free to call us and discuss your business and personal financial needs with our in-house CPA. We’re glad to help, and look to recreate the success we’ve had for others for your business, too.