Unlocking Success: A Unique Approach to Business with Beckley & Associates

Welcome to Beckley & Associates, where we redefine success for our clients.

Our approach is a bit different, and Jeff Beckley is here to walk you through it.

So, why do we do things the way we do? Well, it all starts with our “why.”

The “Why” – Family Values and Trust

We’re not just another faceless business consultancy.

Our roots run deep in family values. We understand that our clients are more than just businesses; they’re families providing for their loved ones.

That recognition shapes our approach, emphasizing trust as the cornerstone of every decision we make.

The Proven Approach: Advisory Services

At Beckley & Associates, our approach begins with advisory services.

We offer a series of upfront advisory sessions, typically ranging from two to five meetings. These sessions allow us to get to know you, your unique situation, priorities, and your goals and aspirations.

We want to understand what makes your business tick. From there, we create a tailored tax and accounting strategy that fits your needs.

Our advisory services cover a wide array of topics, including business advisory, entity selection, and effective exit strategies.

We help you navigate questions like, “What type of entity should I set up?” and “What’s the most effective exit strategy for my business?”

We also tackle issues related to growing income, ensuring tax efficiency, and helping you develop a proper estate plan.

Ongoing Maintenance Services

Once your advisory sessions have set the stage, we shift our focus to ongoing maintenance services.

This is where we roll up our sleeves and take care of the day-to-day, year-to-year compliance work.

It includes essential tasks such as bookkeeping, tax return preparation, and thorough U tax return review.

These services might not be the flashy part of the business, but they’re the backbone that keeps everything running smoothly.

We’re the support you need to ensure that your financial tasks are always in order.

Ongoing Advisory Services

As time goes on and your business evolves, you’ll find that our commitment doesn’t wane.

We offer ongoing advisory services to help you stay on track. These typically involve one to four sessions per year, which can take the form of an accounting check-in or a detailed tax planning meeting.

The purpose of these sessions is simple: to help you manage your ongoing tax and accounting strategies. They’re designed to ensure you’re always on the right path towards your goals.

It’s our way of saying that we’re here with you for the long haul.

Investment, Not an Expense

We firmly believe that our services should pay for themselves. Think of working with us as an investment in your business’s success, not as an expense.

Our goal is to help you achieve greatness.

So, if you’re ready to redefine success for your business or have any questions about our services, we’d love to hear from you. You can reach out through the contact information provided on your screen or visit our website at beckleycpa.com.

At Beckley & Associates, we focus on what truly matters, and together, let’s make your business a thriving success.

Thank you for considering us as your partners in this journey.