Spectacular Service

Services 2

Ellis CPA is a cloud based CPA firm. We only have one footprint and that’s in a Colorado town perched on the Colorado. So most of our clients, by far, have to call, email, text or upload to their customer portal when they need service. Let’s face it, if we didn’t provide exceptional client service, we wouldn’t have a business.

Our clients tell us we have great client services. That’s great because we work hard to deliver the best service instantly & courteously.  We answer every call, quickly and courteously. We always forward your call to a professional will answer your questions and resolve any issues you may have. That’s how we do, and our clients tell us we are doing a good job.

Studies show that the heart of customer assistance is time, savings and the personal touch. Good service trumps fast service.

QUOTE – “Customer service means going above and beyond to keep the customer happy, whether that means answering any questions they have or resolving issues with a positive attitude. Customer satisfaction is the top priority, and hopefully creating loyal, returning customers.”

We respond as quickly as possible. We know one of the biggest factors in good customer service is speed, especially when a client is requesting something that’s time sensitive.

Niches

Services 4

Niches

  1. IT
  2. MLM
  3. Oil & Gas
  4. Real Estate
  5. Marketing & Advertising

Tax Analysis

Services 6

A tax analysis involves examining past tax returns, identifying what’s wrong & recommending applicable changes to save tax.

Reorganization Analysis

Services 8

A reorganization analysis is looking at the way the business is presently organized and recommending changes to protect assets & cut taxes.

Stock Grants & Options

Services 10

Avoid Disaster

We are experts at stock grants, options, section 1202, selecting incorporating states (Surprise, it’s seldom Delaware) how many shares to start with, what kind of shares to issue & designing a stock plan going forward.

If you don’t get this right, it sometimes creates massive tax issues for the founding team.

In other words we help you avoid disaster.

Merrill Lynch San Francisco regularly refers their clients to us for this purpose.  Many startups screw up many of the issues that need to be determined at startup. Sometimes it’s just too late; sometimes it can be fixed. But it’s always toxic.

Scaling

Services 12

Scaling means adding sales faster than costs, which is different from Growth, which generally adds costs at the same rate as sales. Our principal has scaled a Fortune 500 business so fast & rapidly they nearly failed trying to handle all the new online business. 

He has also scaled this accounting firm from nothing to a 7 figure firm, and still scaling.

Here are some of the big things we recommend.

  1. Create new services to sell to old customers.
  2. Outsource expensive labor.
  3. Increase your use of outside contractors.
  4. Hire only a core minimum of employees.
  5. Move to the cloud.
  6. Virtual contractors.
  7. Secure the Sales. …
  8. Invest in Technology. …
  9. Strategically Outsource.

If you still need help after that free list, give us a call.

Accounting

Services 14

Full Service Outsourced Accounting

We are different from virtually every other firm in the country. We are proactive, the others are reactive. We your business better.

Our accounting services are the doorway to reducing costs, getting better control and making more informed decisions. Without decent accounting & financial statements, you’re shooting in the dark, hoping to hit the target  

Ellis offers complete accounting services that combine top-to-bottom best practices with web- based workflow systems. We leverage your existing infrastructure and our seamless technology to reduce errors and lower costs while improving controls and delivering real-time insight into your processes.

We can and do use any & every accounting system out there. Our default for small business is Quickbooks.
  • Accounts payable
  • Billing and accounts receivable outsourcing
  • Financial statements
  • Payroll
  • Daily deposit verification
  • Cash and credit card reconciliation
  • Fixed asset reporting
  • Electronic payment solutions
  • Secure Virtual Payment MasterCard®, with cash-back revenue options
  • Everything included in good accounting & payroll control

 

Tax Strategy

Services 16

Cutting your tax to the legal minimum.

“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes. Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands.” ~ Judge Learned HandHelvering v. Gregory, 69 F.2d 809, 810 (2d Cir. 1934), aff’d, 293 U.S. 465 (1935)

Tax Strategy

Tax Strategy is a proactive, long term approach to taxation. Our goal is not to pull a rabbit out of a hat & save you a lot of money in a single shot. Our goal is to re-organize your business(es) and rearrange your affairs to put you in a position that you will save income & other taxes every year until changes in tax law prevents it. It is our experience, that almost never happens.

Sometimes we can save you a little bit of tax, and sometimes we can save you enormous amounts of tax. A couple of times in thousands of attempt, we have not been successful. But our track record is above 99%.

What Business Owners & CEOs Expect.

QUOTE –  “Private business owners are pressured by constantly increasing competition & other forces such as pandemic & riots. They’re looking for ways to get ahead & stay ahead, & they expect their accountant to help them meet this challenge. 72% of business owners have switched CPA firms because their firm did not give pro-active advice, only re-active service.[From a survey of private businesses by The Sleeter Group.]

QUOTE –  “CPAs and Accountants are considered “most trusted advisers.” From an article by Eric Rigby, CPA/PFS,/CFF, in The Journal of Accountancy. “What people really need is a financial confidante to talk about what’s going on in their business.”

 

Tax Planning

Services 18

Tax Strategy Blueprint.

Quote: “Anyone may arrange his affairs so that his taxes shall be as low as possible. He is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes.” Judge Learned Hand.

Tax savings become easy & baked in with our Tax Strategy Blueprint, a proactive tax plan custom designed to cut taxes for your specific circumstances in your specific business(es). The Tax Strategy Blueprint is a clear, proactive, strategic tax avoidance plan for avoiding tax legally. We choose between multiple tax strategies & techniques in selecting what we include in the design of your personal tax plan. It’s certainly not one size fits all.

Every dollar we save drops straight to the bottom line as another dollar of cash, profits, working capital & competitive advantage. Easily measured, concrete results. You can measure results yourself. You don’t have to take our word for it.

We do tax planning at the highest level possible. The problem with the great majority of CPA’s & other tax practitioners is they’re never trained in tax planning, so they never learn how to do tax planning at this level of tax planning. You face two fundamental obstacles to getting proficient tax planning … 1-College accounting degrees don’t include much tax training besides a cursory introduction to the 77,000 page tax code. They do get an idea of tax law, but aren’t taught what to do with it to create a tax advantage for you. 2-The best & brightest candidates are hired right out of college by the Big 4 & the Global 1000 to do tax planning for the largest companies in the world, so you never even get a shot at them. You get the leftovers.

To find out how good we are before scheduling a call, upload last year’s returns to our Dropbox, and we’ll tell you how much we can save you. Numbers don’t lie.

This will probably be the only opportunity you will ever get to hire a top notch tax strategist for your tax planning. So don’t treat it lightly. Give it the consideration it deserves. I’ve been down the road I described. Hired by the Big 5 out of college. Two subsequent C suite positions. Private practice. I don’t know anyone else that can match my qualifications.

We’re not your Dad’s CPA firm.

 

Making Business Better

Services 20

Making Business Better in a Chaotic World

We’ll advise you in critical areas.
We’ll cut your tax to the legal minimum.
We’ll bulletproof your business.
Free consultation,
Free tax analysis.
Free reorganization analysis.

We’ll put a protective shield of tax cuts, reorganization, bulletproofing, etc. around you & your business. We’ll give you the best chance to survive & thrive in the tumultuous, chaotic 21st Century. Our goal is to give you a reasonable opportunity to carve your mark on the universe while everyone around you are losing their heads.

QUOTE – “96% of all businesses fail within 10 years, with 80% failing within the first two years. But even the 4% that make it aren’t necessarily successful or profitable; it just means they’ve survived. If this weren’t enough… 95% of companies will never reach $1 million in annual sales. And out of these rare few, 95% won’t ever make it to $5 million. And of those, 98% won’t get to $10 million. Less than a tenth of a percent will make it to $10 million. And very, very few go beyond $100 million.” [Sabri Suby]

Every dollar we save drops straight to the bottom line as another dollar of cash, profit, working capital & competitive advantage. We do everything in our power to help your business survive & thrive the tumultuous, chaotic 21st Century.

Cut Taxes To The Legal Minimum.

“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes. Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands.” ~ Judge Learned HandHelvering v. Gregory, 69 F.2d 809, 810 (2d Cir. 1934), aff’d, 293 U.S. 465 (1935)

Bullet Proof Your Business

We bulletproof your businesses & your wealth by … 1) cutting your tax to the legal minimum, 2) reorganizing your businesses, intellectual assets & other the other services below. .

Services

Tax Services

  1. Strategic Advisory
  2. Scaling
  3. Tax Strategy
  4. Tax Planning
  5. Tax Controversy
  6. International Tax
  7. Interstate Tax

Advisory Services

  1. Tax Avoidance
  2. Accounting & Payroll
  3. Crisis Management
  4. Asset Protection
  5. Intellectual Assets
  6. Bulletproof your Business
  7. Restructuring

Back Office Services

  1. CFO, Accounting & Payroll Service

All Services

  1. Tax Avoidance
  2. Strategic Advisory
  3. Scaling
  4. Accounting & Payroll
  5. Tax Strategy
  6. Tax Planning
  7. Crisis Management
  8. Asset Protection
  9. Intellectual Assets
  10. Tax Controversy
  11. Bulletproof your Business
  12. International Tax
  13. Restructuring
  14. Interstate Tax
  15. CFO, Accounting & Payroll Services