Tools To Map Your Journey

We understand the operational side of business because we’ve established and grown our own. Through our experience and expertise, we help clients across the nation build a roadmap that meets you where you are with open arms to take you and your business on the journey to the next level… and beyond.

Managed Accounting Services

Think of managed accounting services as an opportunity to create your own accountant to meet the exact needs of your organization. We customize offerings to meet your current needs and enthusiastically adapt our services to best serve your growing business.

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Functions We Provide
  • Gross receipts tax filings
  • Transactional recording and reporting
  • Month and year end closing and reconciliation processes
  • Bank account reconciliation
  • Billings and accounts receivable maintenance
  • Payments and accounts payable maintenance
  • Customized interim (monthly, quarterly, etc.) financial reporting
  • Internal controls review and implementation
  • Regularly scheduled controller reviews
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Specialized & Custom Services
  • Cash flow analysis and assistance
  • Banking and financing assistance
  • Preparation for financial statement audits or other compliance audits
  • CFO level review of contracts
  • Succession planning
  • Grant management for non-profit organizations
  • WIP and Bonding related reporting for construction contractors
  • Assistance with accounting software and chart of accounts support
  • Annual budgeting process
    Accounting system support & design
    Technology assessment and review
    Industry KPI analysis
    Accounting process optimization

Business Management & Advisory Services

Our business management & advisory services are designed to help you formulate your vision into action and transform your goals into objectives. These services are specific to your journey, and we build them out based on your personality, goals, and season of life. Our advisors work with you to deliver insights formed by decades of actual experience managing and growing profitable businesses.

Our clients gain valuable advice and receive assistance from an exceptional group of accountants and trusted strategic partners. Because our team has extensive and diverse business experience and backgrounds, ENDVR can assist clients based on their operational needs and their ownership goals.

Our accountants also connect with top business advisors and service providers. This experience and professional network combined with our relationship-focused approach provides you with needed support and resources to keep you elevating and adapting.

System Design & Implementation

Accounting systems come in all shapes and sizes, from your basic Excel spreadsheet to a robust, customized platform. Knowing what technology is right for your current and future needs can be daunting, especially considering that what works today might not fit you tomorrow or prepare you for what direction you want to grow. A good accounting system will also be informed by your entire tech stack and will look for opportunities in efficiency and growth. 

Our advisors understand that technology helps businesses of all sizes but can be especially instrumental in allowing small and mid-size businesses to compete on a larger scale and stay relevant and accessible to a larger and evolving consumer base.

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Client Support
  • System reviews & updates
  • Assessing technology needs
  • Cloud-based accounting
  • System conversions, optimizations, and integrations
  • User training and support
  • Automation

Payroll

We offer payroll administration, compliance and advisory services and partner with Onpay to provide you a robust payroll platform that incorporates HR software and provides accounting system integrations. More than the software, our services offer a dedicated payroll advisor that supports you in the day-to-day aspects of payroll administration but also works directly with your entire ENDVR team of advisors to offer a comprehensive strategy for your business.

Tax Compliance

Many people walk through our doors because they aren’t confident that they are maximizing their tax deductions. The real truth is that tax deductions only scratch the surface of potential savings and financial opportunities, and every tax accountant is only as good as the information he or she has to work with. 

Don’t get us wrong, we love to dig into the regulations to find creative strategies and overlooked deductions, but the real opportunity lies in the engagement and relationship we build together with you. 

Sometimes it comes in the form of complex tax reporting and regulations; sometimes it comes in the form of strategic maneuvers made before year end due to comprehensive tax planning. Other times, it’s the product of carefully structuring a financial transaction before the money goes out the door to produce a more optimal tax outcome.

Good tax preparation doesn’t start with preparing the return. It’s a continuous engagement that requires constant communication and solid financial reporting. At ENDVR, we move tax compliance beyond just compliance by educating our clients on the importance of active ongoing engagement. Buying a car just before the year is up may provide the write off needed to lower your tax bill, but it may not consider the operational needs of your business or be in line with your goals. That is why we prioritize our understanding of you and your business to include tax compliance as a part of your overall accounting and financial strategy. 

We also recognize that clients come to us from all different stages of the business lifecycle and various backgrounds. Often income taxes are a business owner’s first introduction into the world of accounting. So, we meet each client where they are and provide them with an in-depth video review of their returns to highlight outcomes and opportunities. We give suggestions and recommendations to empower you moving forward and help you develop your overall financial strategy.

Business Formation, Structuring & Compliance

Aspiring business owners gain valuable training, advice, and assistance through ENDVR’s comprehensive coaching, services, and resources.

Our clients are prepared before their companies launch because our advisors know how to start and run businesses of all types. Planning based on clients’ personal and professional goals gives them an advantage over other new business owners.

Clients have access to trusted and tested service providers and advisors that are part of the ENDVR network of strategic partners. Our clients prepare for financial, human resources, operational, marketing, and critical business functions before they open their doors.

We guide businesses from formation throughout the many stages of the business lifecycle: setup, entity elections, restructuring, and local and federal compliance filings.

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Services for new, growing, and evolving businesses
  • Tax elections
  • Mergers & Acquisitions
  • Entity structuring analysis
  • Raising capital
  • Capital structure
  • Business & organizational mapping
  • Domiciling
  • Business license & permit filing
  • Local compliance filing