Bookkeeping firms are a dime a dozen. Nowadays, anyone can hang up a shingle and call themselves professional financial services.
So how do you know whether you’re hiring professional bookkeeping services that will actually help your business sustain itself, but also grow? Because if your business isn’t growing, you’re missing out on an opportunity to make your money work for you.
There are many ways professional bookkeeping services can help your business run more smoothly. For one, with time saved for you. Keeping up with your records, invoicing customers, writing checks to vendors and making other necessary payments, and keeping up with local, state and federal form requirements for your business, can all take time away from actually working in your business and doing what you do best – serving your clients and customers.
When you hire someone to do your professional booking services, it requires a certain level of trust for all these tasks. At The Clem Collaborative, we want to earn your trust by showing you our expertise and know how right out of the gate. Bookkeeping firms are a dime a dozen. You want professional financial services that will truly help your business sustain and grow. In addition to bookkeepers services, we offer holistic wealth building expertise to support you. Because it doesn’t matter how much money you make. What matters is how much of it you keep.
Financial planning takes strategy and know-how. At The Clem Collaborative, we take the time to understand you and your financial goals so that your investment decisions are aligned with them. We devise strategies that allow you to move forward – further and faster – towards your financial goals.
Steven Clem, the founder, started his tax preparation business in college more than 20 years ago. Before starting The Clem Collaborative, he gathered experience at H&R Block first in the retail division, and later in their prestigious high new worth division where he worked with individuals, corporations, partnerships, estates and trusts. In his final few years with the company, he served as a Corporate Trainer, educating new hires in tax fundamentals and experienced tax professionals in more nuanced tax strategies.
Bill Lawitzke brings a wealth of knowledge that assists his clients and creates individual bookkeeping systems that work for them. With over 30 years of experience, he once led a team of accounting specialists for a nationwide tax firm, served as a comptroller of a local contracting firm, and an accounting manager for a start-up tax and resolution company.
For more on the team’s wealth building and bookkeeping expertise, read more about who we are.
Professional bookkeeping services are more than keeping your financials organized and current. With the right pair of experienced eyes, proper bookkeeping allows a business to capitalize on wealth building opportunities.
With a comprehensive line item review, and by asking the right questions, your professional bookkeeping services team member might find ways to save you money, earn more through an alternative investment strategy, and cut down on the money you’re paying to the government in taxes and/or vendors in unnecessary fees. We take a holistic approach because we want each one of our clients to feel like our only client.
Let us take you from reactive to proactive. While many of our client relationships begin with filing a tax return, we take the time to understand your specific situation in an effort to optimize your result. We work systematically through your return using a precise and finely-honed methodology. This ensures that no tax-savings opportunity is overlooked. After completing the return, we take the time to walk you through it to make sure you have an understanding of how all the moving parts came together to generate the current result. We use these results to show you what steps you can take moving forward to generate the result you desire.
It’s this same deliberate, collaborative approach that defines the entire client relationship at The Clem Collaborative. We develop tax strategies for you and your business that are designed to reduce the tax you pay.
If you’re wondering if we should collaborate, give us a call or set up an appointment. We can help with professional bookkeeping services, tax services and/or wealth building opportunities. Reach us at 843.214.2747 or you can book with us directly by scheduling here.