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Services

Fowler & Co., Inc. provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Tax Management Services

Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.

—Benjamin Franklin, in a letter to Jean-Baptiste Leroy, 1789

At Fowler & Co., Inc., we guide you through the maze of tax filing requirements and help you make informed decisions. We will explore strategies that minimize tax liabilities and manage cash flow while focusing on your overall financial goals.

We specialize in:

  • Cash flow budgeting and forecasting
  • Business tax planning and return preparation
  • Personal financial statements

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Fowler & Co., Inc.'s can help you understand how to make better informed decisions, manage cash flow, manage your capital, and achieve your goals.

These services include but are not limited to:

  • Cash flow budgeting and forecasting
  • Corporate tax planning and return preparation
  • Personal financial statements

Management Consulting Services

At Fowler & Co., Inc., we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution.

These services include but are not limited to:

  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Financial projections and forecasts
  • Debt and finances advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession

Financial and Retirement Planning

The road to retirement can be a long one and we can help you to take the proper steps to reach your goals. We do not provide financial management or asset management services. What we do provide is an unbiased, informed voice to help you evaluate the many choices of service providers, products and risk-adjusted investment methodologies.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Fowler & Co., Inc. offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.

Installation

We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.

Setup

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

Review

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

Bookkeeping

You didn’t go in to business to be a bookkeeper. You are passionate about what you do so spending time doing bookkeeping probably isn’t giving you the best return on your invested time. That’s where we come in. Fowler & Co., Inc.’s bookkeeping services enables you to offload the task of tracking the financial performance of your business so you can STAY FOCUSED on the things that make you and your business successful.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Fowler & Co., Inc. can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Payroll Services

Fowler & Co., Inc. has partnered with Thomson Reuters to offer our clients a computerized payroll system that facilitates processing, timely payment and preparation of tax returns. We can help you set up and manage your payroll with ease and efficiency.

Cash Flow Analysis

Cash is King!

To a business entity, cash flow is something that can make or break the business' ability to survive. Fowler & Co., Inc. can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. We help you create a 13-week cash flow forecast. This tool will help you manage your cash and help you take advantage of business opportunities when they arise.

Financial Projections and Forecasts

“Plans are nothing; planning is everything” – Dwight D. Eisenhower

No one can predict the future perfectly, but we can all benefit from planning for it. Fowler & Co., Inc. can produce financial projections that will help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Fowler & Co., Inc., through its affiliation with The Mountain Group, can provide professional know-how to help you successfully structure and negotiate the deal. Fowler & Co., Inc. employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.

Debt and Finance Advising

Fowler & Co., Inc. can assist business owners and investors 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. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

State Taxation

This is a complex and ever changing area of tax law. Fowler & Co., Inc. is proud to have Eilia Seip on the team. Her many years of experience in the State and Local Tax practice of KPMG means she has the experience and expertise in the multi-state taxation area that your business needs if you intend to expand outside of your home state. Whether you are already traveling to multiple states, or your goal is reach that point with your business, we can provide the knowledge you will need to understanding the tax issues surrounding a multi-state business.


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