OUR SERVICES

Client Services

Empower
Growth

At Locatelli and Company, we understand your company is your pride and joy. You've poured a lot of money and sweat equity into realizing your dream of owning a successful business.

But success for a start-up takes more than talent and hard work. It requires financial acumen. And quite frankly, when it comes to running a business, many entrepreneurs don't know what they don't know. Why should they? It's not their field of expertise. But they are smart enough to realize it and that's where we come in.

Our clients trust us to carefully and responsibly guide them to financial growth by providing our unique perspective.

Tax Planning & Preparation

Locatelli and Company navigates through complicated tax laws to optimize your unique tax liability situation.

Our array of services include business tax planning, individual tax planning, Federal and State Tax preparation and Sales Tax reporting.

Certified Public Accounting Services

While we offer a full range of accounting services traditionally found in a CPA firm as well as being an outside resource to complement your internal accounting service.

Some of the many services we offer include:

Accounting system development; properly setting up the appropriate chart of account categories in your financial system provides an accurate portrayal of your business and helps you to better manage decisions.
Financial budgeting and forecasting; updated quarterly, this service allows you to make timely financial decisions based on trends, and serves as a measurement for management decisions.
Financial statement preparation; balance sheets and income statements are prepared on a monthly, quarterly and annual basis to monitor actual results against your business plan and operating budgets
Financial software selection and implementation assistance; we help ensure that you make a wise decision and utilize your financial software to your best advantage.
Accounts receivable/Accounts payable; processes with internal controls
Payroll; we can provide consultation on payroll vendor selections
Bookkeeping; processing transactions, client invoicing, check writing, accounts payable processing as well as financial statement preparation.

Business Consulting

Throughout the years, Locatelli and Company has earned a solid reputation for providing forward-focused guidance for small to medium-sized businesses. Many company owners trust and rely on us to help them achieve their financial objectives.

Succession planning –
- When it’s time for you to leave your company to the next generation, L&C can assist in your succession planning and structuring of the deal – even facilitate introductions in some cases.

Contract review and execution –
- Review and edit client, employer and vendor agreements.

Part-time CFO/Controller –
- Most businesses require senior financial management, but many are too small to be able to afford this level of management on a full-time basis. L&C is uniquely positioned to provide that talent – and tackle whatever needs to be accomplished – on a cost-effective, part-time basis.

Corporate structure consulting –
- LLC? Sole proprietor? Sub Chapter S or C-Corp? The way your company is structured has significant impact on your tax and personal liability.

Business valuation –
- Your business means everything to you, but what is it really worth? L&C uncovers its worth by performing an in-depth business valuation that is accurate, objective and confidential.