Advisory and Retirement Services

Excellent Advisory and Retirement Services

Southwest Accounting Pros, LLC personnel are experienced business advisors who average over 25 years of financial and accounting experience. We have experience with many issues unrelated to accounting that often arise in the business world.

If you are considering setting up a pension plan, Southwest Accounting Pros, LLC has experienced Pension advisors who can advise you on all aspects of pension plan design, administration, tax ramifications and distributions.  We have frequently found that pension plan design is an often overlooked and misunderstood element, and the right design can result in greater dollars being put into the owner’s hands and bigger tax deductions being generated.

For those businesses that are thinking about or are going to undertake the sale of their business, we understand the financial, tax, and logistical considerations for business sales and acquisitions. Our staff has assisted many other businesses through this process and has experience in businesses in the purchase/sales process.

It is often helpful to be able to evaluate the financial results of your small business and compare your results with the results of other businesses that are of a similar size and in a similar industry.  Accordingly, to our monthly bookkeeping clients, Southwest Accounting Pros, LLC provides yearly comparisons of annual data with industry data.  This helps business owners understand how they stack up to similar businesses and how an outside creditor or bank would view their business.

Southwest Accounting Pros, LLC professionals have also helped their small business owners develop strategic planning processes and assist in the transfer of business ownership to family members or key employees. Southwest Accounting Pros, LLC is here to offer your small business innovative solutions and help meet and exceed your financial goals. Contact us today to learn more!