Going out on your own can be a little scary. Here at Gleason Tax Advisory, we can advise you on your business because we run our own. We can help because we have been there. Having someone in your corner can make all the difference. What we try to do is understand you and your business from the ground up. Your business requires constant attention from you. It needs you to nurture it daily and know what it needs to grow and mature. However, sometimes it is not conducive to learning as you go. We can help you over the hurdles and ask the questions you don’t even know to ask.
Having access to advisement and support throughout the process allows you to focus on the work that generates revenue while having help to ensure that everything on the backend is functioning as it should. Using a screwdriver to pound in a nail can work, but it will just be much more complex and time-consuming. We can let you hammer in the nail yourself, or you can let us do it for you. Either way, we can get you the proper tools to make your business work much more efficiently and with a lot less stress than if you had to do it all on your own.
We Organize Small Businesses.
The team at Gleason Tax Advisory is here to help you organize your finances. We ensure your books are up to date so your business grows. With all that extra time, you can spend it on your business or enjoy quality time with family and friends. We tailor our convenient and affordable options to your particular needs. Either way, you will have a clear and concise picture of your business at the end of the month. Contact Gleason Tax Advisory to learn how we can help you get organized and keep your books current. Please call 716-720-5339.
- We advise you on how to do reconciliation: Income Statements and regular performance reports
- How to best organize your receipts and tracking of all expenses and income.
- Cloud Accounting Software: Quickbooks, XERO, Freshbooks, or Square
- We’ll make sure your invoices, POS and processors are running smoothly
- Online Payroll Services
- Online Document Management
Our Business Advisory looks at…
What are you doing that works for your business, and what can be adjusted to improve your business? What is the importance of good cash flow? Why do you need to create proper bookkeeping practices? What taxes do you need to pay and when? What technology can work for you? Our consultation services are tailored to your specific needs so you can maximize your business potential and reduce your stress about those things that may be out of your comfort zone.
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Ready to take your next step?
We’re not just paper pushers! We’re here to help you all year!
From our clients…
A Great Asset to our Team
When we decided to open our own business, we knew we would need help with taxes and reporting. A close friend, who also owns his own business, told us about Gleason Tax Advisory. We made a phone call and set up an appointment to meet with Bruce… we instantly decided to hire them. They are very helpful, supportive and take the time to make sure that you understand and are always available at any time to answer any questions we may have. Gleason Tax Advisory is a great asset to our team and we would recommend Gleason Tax Advisory to anyone venturing out and starting their own business, or if you have an existing business. You won’t be disappointed.
Peace of Mind
In January of 2017, I took the shop over from Pat and had to do all of the required steps to establish the LLC, paperwork for NYS, payroll, etc. Through the guidance and support of Gleason Tax Advisory, I was able to plan ahead in the fall of 2016 to be sure that when I took the shop over, the transition would go smoothly… I can have the peace of mind that Gleason Tax Advisory is watching out for me and taking care of things behind the scenes so that I can operate a successful business. I never have to worry that I’m missing something or that at the end of the year, I’ll have to scramble to figure things out. We keep on track and can project out what my needs will be.
Knowledgeable in many areas
Gleason Tax Advisory is very knowledgeable in many areas. As a self-employed business owner I have needed to make decisions about many different areas of business. One particular and very important area to me was making the right decision for our health insurance choice for my business and family. He offered suggestions and completed the enrollment for me. His knowledge could not have been appreciated more!
Complete and comprehensive knowledge
Gleason Tax Advisory has been instrumental in the financial health of my architectural firm. They have advised us on strategies to form a solid financial basis over the last couple of years. Bruce… provided us the kind of complete and comprehensive knowledge and advice that is above and beyond our previous experiences with strictly accounting firms. His background in business organization, insurance and taxation issues have been invaluable to my firm’s progress
Very Happy with Our Choice
I heard about Gleason Tax Advisory from a dear friend who knew my struggles with my husband filing our own taxes. We were searching for friendly, fair pricing, easy to communicate with, and help organizing! I have to say Gleason Tax Advisory has been great with all of the above and we are very happy with our choice to go with them for our business needs.
So Glad I Found Them
I have been grooming dogs for 18 years. I recently made a few changes in my career and was in need of some assistance regarding taxes, retirement, etc. Bruce was recommended to me, so I made an appointment to talk with him. I found him very easy to talk to and liked the manner in which he explained the answers to all my questions. I have been with Bruce for a few years now, and he is always glad to lend a hand whenever I need him. I cannot say enough about Gleason Tax Advisory, so glad I found them!!
Helped me every step of the way
When my business partner (who was himself a CPA) passed away, I was lost trying to handle my business alone. Bruce literally walked in the door and said, “What can I do to help?” Not only is he now a great friend, but also an integral part of my business. I could not run my business without Bruce. I’m a “creative,” and I know nothing about tax laws, bookkeeping, nor money management. Bruce has helped me every step of the way!
Wonderful to Us
have been wonderful to us since they went into business. Bruce is very knowledgeable and has always been able to answer any questions we have had. I know when Bruce takes care of our business taxes and other financial needs, everything is done correctly and timely and it truly does give us “peace of mind” that they are there for us if we ever have any issues. Our employees love their payroll service, they like the emailed pay stubs and the prompt transfer of paycheck to their account. Overall, fantastic and we will continue using them for many more years.
Service and Attention
We have chosen Gleason Tax Advisory for all our accounting… needs and are very happy with the service and attention we get from Bruce… They are always ready to help with whatever comes along. We always feel that we have Bruce’s undivided attention when we meet with him.
