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Ruth returned home to the family business in 1996. The company had 2 family members and 2 seasonal employees. The company was a market that sold locally grown food, most of which it grew and cultivated.
Ruth wanted to expand the business to a year round market and increase the scope of what was sold.
We created a system of reporting to grant us access to financial information, allowing Ruth more time to manage her business. Using the timely and accurate financial statements, Ruth was able to use them in making decisions on growing the family business. We were able to consult and advise Ruth to not only help guide her in the change in ownership, but to assist her in adding a pension plan and employee benefits. We provided tax planning to help use the tax code to help fund expansion and equipment purchases.
The company has grown over 10 times the revenue and 11 full time employees.
When I returned to the family business in 1996, the business was open seasonally and supported two primary family members and two seasonal workers. Over the past quarter century, the business has grown to over 10x the revenue, and now supports 11 FT employees. Rob has been right there for me to navigate ownership changes, payroll, employee benefits, SEP IRA, ICHRA, tax planning for the business and for the owners, plus the never-ending adjustments in regulations and tax code for small businesses. I have had business consultants, lawyers, and investment advisors all confirm that our business has sophisticated, savvy accounting that protects my business and the owners, and provides us with every advantage that can be gleaned from the tax code.
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