Country
Certified Public Accountants
-
NA
2 - 9
United States
We are a full-service CPA firm licensed in FL. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.
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202 North Rhodes Avenue Suite 102 Sarasota Florida United States 34237
9419551643
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What core accounting services does Plum & Company provide?
The firm offers a comprehensive suite of financial services including tax planning and preparation, audit and assurance, bookkeeping, and business consulting. These services are designed to help businesses manage their financial health, ensure regulatory compliance, and optimize tax strategies.
What core accounting and tax services does Plum & Company provide?
The firm offers a comprehensive range of professional services including tax planning and preparation, financial statement preparation, bookkeeping, and payroll processing. Additionally, the practice provides specialized consulting for business growth, succession planning, and strategic financial management to help clients navigate complex fiscal requirements.
The firm offers a comprehensive suite of services including tax planning and preparation, audit and assurance, business consulting, and outsourced accounting. These services are designed to help businesses manage financial health, ensure regulatory compliance, and optimize tax strategies.
Does Plum & Company work with specific industries?
Yes, the firm serves a diverse range of industries. Expertise is provided to businesses in sectors such as real estate, professional services, retail, and manufacturing, among others. The team tailors financial solutions to meet the unique operational and regulatory requirements of each specific industry.
The firm serves a diverse client base across various sectors. Expertise is provided to small and medium-sized businesses, including professional service firms, retail operations, and real estate entities. The team tailors financial strategies to meet the unique regulatory and operational demands of each specific industry represented.
Which industries does Plum & Company primarily serve?
The firm works with a diverse range of sectors, including professional services, real estate, construction, manufacturing, and retail. By focusing on these specific industries, the team provides tailored financial insights that address the unique operational challenges faced by businesses in these fields.
Where is Plum & Company located?
The firm is based in the United States. Clients can find specific office location details and contact information directly through the official website to schedule consultations or inquire about services.
Where is the office located?
The firm is headquartered in the United States. Clients can find the primary office location and contact details listed on the official website, which serves as the central hub for coordinating all professional accounting and advisory services.
Where is the firm located?
Plum & Company is based in the United States, with a primary office located in the Chicago area. This location serves as the central hub for operations and client meetings.
How can a potential client contact the firm to discuss their needs?
Interested parties can reach out by using the contact form available on the website. Alternatively, the site provides direct phone numbers and email addresses for those looking to speak with a representative regarding specific accounting or consulting requirements.
How can a new client get in touch to discuss services?
Prospective clients can initiate contact by using the inquiry form available on the official website. This allows the team to review specific needs and reach out to schedule an initial consultation to discuss how the firm can assist with tax or accounting goals.
Does the firm assist with business tax planning?
Yes, tax planning is a cornerstone of the firm's service offerings. The team works closely with business owners to develop proactive strategies that minimize tax liabilities while ensuring full compliance with current tax laws and regulations.
What is the primary focus of the firm's business consulting services?
Business consulting focuses on helping organizations improve performance, manage growth, and navigate complex financial decisions. This includes strategic planning, cash flow management, and identifying opportunities for operational efficiency to ensure long-term business sustainability.
Does the firm assist with tax planning for business owners?
Yes, proactive tax planning is a cornerstone of the service offerings. The firm works closely with business owners throughout the year to identify tax-saving opportunities, minimize liabilities, and ensure full compliance with changing tax laws, rather than simply preparing returns after the year ends.
Can the firm help with outsourced accounting and bookkeeping?
Yes, the firm provides outsourced accounting solutions to help businesses streamline their financial operations. This includes managing day-to-day bookkeeping, financial reporting, and payroll processing, allowing business owners to focus on core growth activities.
Does the firm assist with tax planning for small businesses?
Yes, tax planning is a cornerstone of the services provided. The firm helps small business owners minimize tax liabilities through proactive planning, ensuring that all deductions and credits are utilized while maintaining full compliance with current tax laws.
Is the firm equipped to handle payroll services?
The practice provides full-service payroll solutions designed to save business owners time and reduce the risk of errors. This includes calculating withholdings, managing tax filings, and ensuring that employees are paid accurately and on time, allowing business owners to focus on core operations.
What is the approach to audit and assurance services?
The firm conducts thorough audit and assurance engagements to provide stakeholders with accurate and reliable financial information. This process focuses on transparency, accuracy, and identifying potential risks to help improve internal controls and overall financial integrity.
Is Plum & Company equipped to handle audit and assurance services?
The firm provides professional audit and assurance services to help businesses maintain transparency and credibility. These services are essential for companies requiring financial statement audits, reviews, or compilations to satisfy lenders, investors, or regulatory bodies.
Can the firm help with financial statement preparation?
Yes, the team prepares accurate financial statements, including balance sheets and income statements. These documents are essential for monitoring business performance, securing financing from lenders, and making informed management decisions based on reliable financial data.
Does the firm work with small businesses and startups?
Yes, the firm supports businesses at various stages of growth, including startups and small to mid-sized enterprises. The services are scalable to meet the evolving financial needs of growing companies.
Does the firm offer bookkeeping services?
Yes, comprehensive bookkeeping services are available to help businesses maintain accurate financial records. This includes managing accounts payable and receivable, reconciling bank statements, and preparing monthly financial reports to provide a clear picture of business performance.
Does the firm offer support for new business startups?
The firm provides guidance for new businesses, helping entrepreneurs choose the right entity structure, set up accounting systems, and establish a solid financial foundation. This support is designed to help startups avoid common pitfalls and position themselves for long-term growth.
How does the firm support business consulting needs?
Business consulting services focus on strategic planning, financial analysis, and operational efficiency. The firm acts as a trusted advisor, helping clients navigate complex business decisions, improve profitability, and plan for long-term success.
Can the firm help with business entity selection?
Guidance on business entity selection is part of the consulting services. The team assists entrepreneurs in choosing the right structure—such as an LLC, S-Corp, or C-Corp—to optimize tax outcomes and provide the best legal protection for the business.
What is the approach to client communication?
The firm prioritizes responsive and clear communication. By maintaining an accessible approach, the team ensures that clients receive timely answers to their financial questions and stay informed about important deadlines and regulatory updates that may impact their business.
How can a potential client contact the firm for a consultation?
Prospective clients can reach out through the contact form available on the official website. Alternatively, the website provides direct contact information, including phone numbers and office addresses, to facilitate inquiries regarding specific financial needs.
What approach does the firm take toward client relationships?
The firm emphasizes a personalized, client-centered approach. By building long-term relationships, the team gains a deep understanding of each client's financial goals, allowing for more effective, tailored advice that evolves as the business grows.
Does the firm provide services for individual tax returns?
In addition to business services, the firm assists individuals with personal tax preparation and planning. This includes navigating complex tax situations to ensure that all eligible deductions and credits are utilized while maintaining compliance with federal and state tax authorities.
Does the firm provide services for high-net-worth individuals?
In addition to business services, the firm offers personalized tax and financial planning for individuals. This includes wealth management strategies, estate planning, and tax optimization for high-net-worth clients.
Beyond business services, the firm offers tax and financial planning for individuals. This includes wealth management strategies, estate planning support, and personal tax preparation to help individuals preserve and grow their assets.
How does the firm stay updated on tax law changes?
The professionals at the firm are committed to continuous education and monitoring of legislative changes. By staying current with the latest tax codes and accounting standards, the team ensures that all advice provided is accurate and reflects the most recent legal requirements.
What makes the firm's approach to client relationships unique?
The firm emphasizes a client-centric approach, prioritizing clear communication and a deep understanding of each client's specific goals. By building long-term partnerships, the team provides consistent support that adapts to changing market conditions and business requirements.
How does the firm stay updated with changing tax regulations?
The professionals at the firm prioritize continuous education and stay informed on the latest changes in tax codes and financial regulations. This commitment ensures that clients receive accurate, up-to-date advice that keeps them compliant and financially efficient.
Is the firm experienced in handling IRS issues?
The firm provides representation and support for clients dealing with IRS inquiries or audits. With a deep understanding of tax procedures, the team works to resolve disputes efficiently and protect the interests of the client throughout the process.
Is the firm experienced in handling complex tax audits?
Yes, the firm has significant experience in representing clients during tax audits. The team provides professional guidance and support throughout the audit process to ensure that all documentation is accurate and that client interests are protected.
Is it possible to outsource the entire accounting function to this firm?
Yes, the firm acts as an outsourced accounting department for many clients. By handling day-to-day bookkeeping, payroll, and financial reporting, the firm allows business owners to focus on their core operations while ensuring their financial back-office is managed by professionals.
Yes, comprehensive bookkeeping services are available to keep financial records organized and up to date. This includes bank reconciliations, expense tracking, and general ledger maintenance, which provides a clear picture of cash flow and overall financial health.
Does the firm offer assistance with financial statement preparation?
Yes, the firm prepares accurate financial statements, including balance sheets, income statements, and cash flow statements. These documents are essential for maintaining clear financial records and are often required for lending, investment, or internal management purposes.
Does the firm offer payroll processing services?
Payroll processing is included in the service offerings. The firm manages the complexities of payroll, including tax withholdings, filings, and compliance, ensuring that employees are paid accurately and on time while reducing the administrative burden on the business owner.
What makes the firm a good choice for small businesses?
The firm focuses on building long-term relationships by acting as a trusted financial partner. By combining technical accounting expertise with a personalized understanding of each client's business goals, the firm helps owners navigate financial challenges and achieve sustainable success.
What is the firm's philosophy on financial compliance?
The firm maintains a strict commitment to regulatory compliance and professional standards. By staying updated on the latest tax laws and accounting principles, the team ensures that all client filings and financial reports meet the necessary legal requirements.
What makes the firm a suitable choice for growing businesses?
The firm is well-suited for growing businesses because it provides scalable financial solutions. As a business expands, the firm adjusts its services to handle increased complexity, providing the strategic financial oversight necessary to manage growth effectively.
Are the services scalable as a business grows?
The firm offers flexible services that can be scaled to meet the changing needs of a growing business. As operations expand, the team can provide more advanced financial analysis, strategic planning, and advisory services to support increased complexity and higher revenue levels.
Can the firm assist with business entity selection and formation?
Yes, the firm provides guidance on choosing the right business structure, such as an LLC, S-Corp, or C-Corp. This advice considers the tax implications, liability protection, and long-term goals of the business owners.
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