Services

Overview

The mission of Blair & Associates, Inc. is to provide the highest quality business and individual accounting, tax, financial planning, and business consulting services to small and medium sized businesses in the Mid Atlantic region. Our goal is to provide these services in a timely and professional manner. We focus on helping you run your business effectively and efficiently so that you can focus your attention on your customers and the products and services you provide. From start-up companies to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities.

Blair & Associates, Inc. also provides for our individual clients who are not business owners. Blair & Associates, Inc. provides a full range of personal financial planning and tax services on a hourly as needed basis. We take great pride in the fact that we can make financial planning services affordable and available to the average person. You don’t have to be a millionaire to benefit greatly from the financial planning services we provide. So if you have any kind of question regarding taxes, investments, insurance, estate planning, or retirement planning, give us a call to schedule a free consultation. Give us a call, what do you have to lose.

Accounting Services

Blair & Associates, Inc.'s accounting services guide you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans. These services include but are not limited to:

• Accounting system setup and support
• General ledger and financial statement preparation
• Bookkeeping (Monthly, quarterly, or annual)
• Payroll processing
• Cash flow budgeting and forecasting
• Personal financial statements
• Employee benefit and profit-sharing plans
• Business problem solving
• Profitability enhancement program (PEP)

We can set up financial reports for your review to streamline your business and save you valuable time. These reports are important tools that can guide your business in making sound financial decisions, planning, and evaluating performance.

Tax Services

At Blair & Associates, Inc., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our knowledge, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently changed tax laws. Every year our professional staff spends approximately fifty hours each in classroom settings keeping up to date on new tax laws and procedures. Our tax services include but are not limited to:

• Corporate Tax Planning and Preparation
• Individual Tax Planning and Preparation
• Partnership and Other Business Entity Planning and Preparation
• Tax Research and Analysis
• IRS Representation and Dispute Resolution

Personal Financial Planning Services

Blair & Associates, Inc. offers "fee-only" personal financial planning and advice. Members of the experienced Blair & Associates, Inc. team do not sell products or represent anyone other than their clients. We do not receive commissions or accept third-party compensation from anyone. We are proud to note that our clients do not have to commit to paying ongoing management fees, retainers or long term contracts. Services are offered on an hourly, as-needed basis. There are no high account minimums or net worth requirements to meet in order to become a client.

Blair & Associates, Inc.’s goal is to provide each client a process to help you reach your financial goals and maintain financial independence as long as possible. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance and risk assessment, tax, estate, and business succession planning. Whether you are just developing an investment policy or need comprehensive financial planning services, Blair & Associates, Inc. will ensure that your goals and objectives will be at the forefront of all planning recommendations. Financial planning is a process NOT a product. We will be by your side guiding and directing you to achieve your goals. The financial planning services include but are not limited to:

• Investment Planning and Asset Allocation
• Retirement Planning
• Estate Planning
• Insurance / Risk Planning
• College / Education Planning
• Debt Management
• Tax Planning

Business Consulting Services

Blair & Associates, Inc. offers a wide variety of business consulting services to small businesses and individuals. These services are designed to address a particular need and develop solutions to meet that need. These services include but are not limited to:

• Business Valuations
• Buying / Selling a Business
• Debt and Financing Advising
• Budgeting and Cost Reduction Studies
• Computer Consulting
• Cash Flow Projections and Forecasts
• Human Resources Issues
• Strategic Planning

Quickbooks Accounting Training 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 choose the right product, install and configure it properly and use it effectively. We don't just help you use the software; we make it work for you .

Blair & Associates, 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 will 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: Easy Step 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. We recommend monthly reviews to provide you with up-to-date information and feedback about your business.