Crowley Accounting & Consulting Services

Tax work alongside advice on what the numbers mean

Crowley Accounting & Consulting Services describes its work as more than recording figures. The firm says accountants should explain what a set of numbers means for a business and for the family behind it, and that its aim is to help clients shape what happens next rather than only report what has already happened. Tax is the starting point for most clients. Its tax work handles returns for corporations, non-profits, partnerships and individual filers, along with sales tax and payroll tax matters, and the firm presents those returns as part of a longer planning relationship.

Controller support, forecasts and bookkeeping

Beyond tax, the firm offers the finance work that a growing company often has no one in-house to do. It says it can act as a controller, running the day-to-day accounting function, and it prepares budgets, projections, forecasts and internal financial statements so that owners can see where cash is heading. Bookkeeping and the setup of accounting systems form the groundwork for all of this, and the firm links its reporting to the decisions a client has to make.

Succession planning with clear objectives

The firm treats succession planning as a matter of objectives and a written plan. Its view is that an owner needs clear goals before a handover can work, and it offers to help set out the route from where a company stands today to a change of ownership or leadership.

Restaurants, construction, distribution and manufacturing

The firm names several sectors among its clients. Restaurants and food trucks have been a long-standing group, where the firm helps owners get the information they need from their accounting system to make decisions about growth. The firm has also worked with construction companies on managing the whole organization and using their assets efficiently, with distribution companies on strategic growth alongside controller and CFO-style work, and with manufacturers on accounting systems, inventory management, budgets, forecasts and tax returns. Most of its clients are small to mid-sized organizations.

An accounting approach for smaller firms with large-firm skills

The firm presents its approach as a way for smaller businesses to draw on experienced financial advisers, with the emphasis on planning ahead and on explaining what each figure means for the owner. It says the work is designed for owners who want an accountant who plans with them, not only one who files on their behalf.