Cash Management and Business Improvement Consulting Services

Is your accountant or bookkeeper stuck in the old way of just doing the books and filling out your tax forms? Then we would love to show you what modern accountants do… they help you drive profitability.

Any accountant can do your taxes and reconcile your books. But how many accountants will also drive profitability in your business? That’s what we do.

Altitude Financial Services utilizes a proven method of cash management to manage its own business. Karla Geldmacher is a member of the Woodard Alliance and receives continuous training as a Transformative Advisor.

Our firm is one of the select few, nationwide, that provide this type or advisory services. What does this mean for you? We will guide you with the methods to greatly increase the profitability of your business. Of course, we will manage your accounting, do your tax returns and help you with your books – but any accountant can do that. We also provide the most important financial factor – maximizing your profits.

Give us a call (or send us an email) for a free consulting session. No strings attached.

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Accounting System Design

There are a variety of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.

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Analysis of Business Processes and Key Performance Indicators
in Relation to Similar Businesses

As part of our focus on improving the efficiency and effectiveness of your business and its operations we can provide support in business planning, setting up or improving processes, procedures, cash flow management and internal controls,  We utilize tools to measure performance in relation to similar businesses and industry benchmarks. Contact our office to learn about the full range of services we provide.

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Audit Support Services

We can prepare businesses for audit and provide supporting documents and working papers to the independent auditors.

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Bill Payment

Individual and small business bill payment services are available.
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If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

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Documentation of Internal Controls and Processes

We provide documentation services of internal controls and processes for small businesses.

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Individual Tax Returns

Finding the right tax accountant is important for individuals. In addition to helping small businesses, we also provide tax preparation and filing services for individuals.

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Personal Property Tax Returns

We prepare Maryland personal property tax returns.

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We provide QuickBooks set up, training, and troubleshooting. Most of our clients are using QuickBooks Online as part of an accounting package appropriate to their needs.

See our QuickBooks page for our certifications.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and file online Maryland sales tax returns in an efficient and timely manner.

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Simple Payroll Processing

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for small business owners. We utilize the payroll services of Gusto Payroll and they keep your payroll running smoothly by sending your tax payments by EFTPS and e-filing your returns. We monitor and import payroll to QuickBooks . You will get regular payroll reports with the same information as other payroll providers, and the cost is much lower than the big payroll service providers.

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Small Business Tax Returns

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities. We prepare tax returns for corporations, partnerships, sole proprietors, and non-profit entities.

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Contact us today to schedule an appointment!