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If you are looking to expand and grow your business, you will need a large capital. Business loans are the best way to obtain the capital in a short while. Smith & Smith & Ruiz CFOs can represent you in banks and other financial institutions. Our well connected network can help you get loans and will act as a liaison between your company and the financial institution providing you with the loan.

The responsibilities of a CFO include managing and training your accounting team, as well as keeping tabs on your transactions to ensure you have a positive cash flow. This is important to ensure that you are always in a position to pay out your loan debts.

With our experienced CFO supervising your accounting duties, you can remain stress free to conduct all your other responsibilities in managing your business.

You will receive detailed financial compilations and projections in regular intervals – monthly, quarterly, and annually – to help you make informed decisions for improving your business.

This will also ensure that you are always in a position to pay out your loan debts. Managing a positive cash flow usually puts you in the safe zone, but you need a capable accounting team to carry it out. Our CFOs can help you with budget preparation and monitoring to ensure this.

Since they can help you facilitate your loan acquisition, they will manage your transactions effectively and prepare your budget accordingly to make sure your business does not go under.

An owner of an auto shop came to Smith & Smith & Ruiz CPAs, LLC with a letter from the IRS.

This letter stated that an audit would be taking place. Having never been through an IRS audit, the owner needed help to prepare. We advised him on the process and shared our past experiences. When the audit came, we were there with him every step of the way.

The Dreaded Letter from the IRS.

A client received a letter from the IRS regarding his prior year tax return. Unfortunately, he was being audited. The IRS believed that expenses for his LLC were overstated and disallowed certain deductions. In addition, the IRS stated that the client owed thousands of dollars in penalties alone. We met with this client and went over all of the relevant documents. We were able to guide him through the process and provide him peace of mind. Upon review of transcripts and various documents, we met with an IRS agent on behalf of our client. This …

A cardiologist received a letter from the IRS for delinquent payroll taxes that had already been paid.

The cardiologist was sure that the payroll taxes had been paid however, he needed help to prove this was the case. Our CPAs reviewed the tax payments and reconciled them to the various tax liabilities. Upon completion, it was determined that the aforementioned taxes were indeed paid. The issue was that they were applied incorrectly.

A group of doctors were looking for a CPA firm to help them form their new practice.

A group of doctors had been working for various practices and decided to form their own medical entity. They were sure that they could succeed given their experience and knowledge in their field of medicine. Needing a CPA firm to advise them on various tax decisions, they decided to seek the services of Smith & Smith & Ruiz CPAs, LLC.

An Oil & Gas company needed guidance on how to handle their growth.

They started as a sole proprietorship and were in search of a CPA firm that could advise them on how to handle the growth of their company. After searching for a firm, they decided to meet with Smith & Smith & Ruiz CPAs, LLC. In our initial meeting, we learned of their business and inquired about their goals. We decided that it was best for them to incorporate.

An owner of an auto shop came to Smith & Smith & Ruiz CPAs, LLC with a letter from the IRS.

This letter stated that an audit would be taking place. Having never been through an IRS audit, the owner needed help to prepare. We advised him on the process and shared our past experiences. When the audit came, we were there with him every step of the way.

The Dreaded Letter from the IRS.

A client received a letter from the IRS regarding his prior year tax return. Unfortunately, he was being audited. The IRS believed that expenses for his LLC were overstated and disallowed certain deductions. In addition, the IRS stated that the client owed thousands of dollars in penalties alone. We met with this client and went over all of the relevant documents. We were able to guide him through the process and provide him peace of mind. Upon review of transcripts and various documents, we met with an IRS agent on behalf of our client. This …

To schedule an appointment with our experienced CFOs, you can reach our office in Dallas, Seagoville, and Arlington at 817.442.2019.

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