Business Strategies

Business Strategies can make or break your business

In addition to tax preparation and planning services, Stockton & Associates also provides the following essential services for our valued business clients:

New Business Formation

Business Strategies
Thinking of owning your own business?

Opening your own business is exciting and thrilling. It’s the challenges that come after the excitement and thrill have worn off that dictate whether a small business will make it or not. It’s up to you to maintain and stretch out the “thrill and excitement” period: but we can help!  Read More

Financial Statements

Stockholders, creditors, and private investors often need assurance that the financial statements provided to them accurately represent the true financial position of a company. This requires the services of CPA-prepared Financial Statements.  We offer the following two types of assurance services to serve your financial statement needs: Read More

Internal Controls

At times you may need a trained outside professional to evaluate your company’s operations to determine if the appropriate controls are in place to ensure proper handling of resources and to protect yourself from employee theft.

We first will assess your internal control systems to determine the efficiency and effectiveness of your operating procedures. Then we make recommendations that help your company become stronger and more profitable by correcting any inefficient or ineffective operating procedures we find. Read More

Cash Flow Management

A wise business owner once said, “Happiness is a positive cash flow.” As a business owner, I’m sure you agree. Life is better when your cash-in exceeds your cash-out.

A cash crisis can be emotionally devastating and can even end your business. If you’ve ever had to beg, borrow and steal to cover tomorrow’s payroll you know what we mean.

Our cash management service allows you to… Read More

Strategic  Business Planning

A Strategic Business Plan is much more than a tool to obtain financing. If you still have all your plans and ideas locked up inside your head… preparing a strategic plan helps you clarify your company’s direction, ensures your key leaders are all “on the same page,” and keeps both management and staff focused on the tasks and goals at hand.

A Strategic Plan is needed when… Read More

Succession Planning

If you own a family business, retirement isn’t simply a matter of deciding not to go into the office anymore. You’ve got some critical questions to answer like…

“What happens to the business when you’re no longer running it?” and

“Will you have enough money to retire?” Read More

Bank Financing

Need money to expand your business and watch it grow?

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! Therefore, it pays to be prepared and organized in your approach for financing. Read More