Closely Held Businesses

Closely held businesses need special attention to ensure a successful future for generations to come. At Smith Barta & Company, we can help you make the right choices to keep your business moving forward.

By developing a clear understanding of your business and industry, our CPAs and associates provide innovative accounting and auditing services specifically geared to assist you in achieving your financial objectives and effectively managing your resources. We focus on building long-term relationships because, after all, the better we know you, the more we can help your organization grow and improve.

At Smith Barta & Company, our comprehensive accounting services utilize a 360-degree approach that takes into consideration the specific abilities of your internal accounting staff, any financial disclosure requirements, and all federal, state, and regulatory compliance issues. Through this approach, we can adjust our activities to meet the abilities of your staff while keeping fees affordable. We will examine your operations with a fresh perspective and make observations and recommendations that are substantive, relevant, and practical.

Meet our CPAs who specialize in providing accounting services for closely held businesses: Tim Barta, Doreen Smith, and Don Keith.

We can provide these specialized services to your business:

• Auditing and Assurance Services
• Tax Preparation Services
• IRS Representation
• Internal Controls Documentation and Testing
• Functional Expense Classifications
• Cash Management Consulting
• Compensation/Benefits
• Succession Planning
• Estate Planning
• Retirement Planning
• Merger Consulting