You run your business.
We'll handle the rest.
We'll handle the rest.
Acumen MB LLC's professional services
We provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Click a service below to learn more about how Acumen can help:
TAX MANAGEMENT
Tax laws are complex. We're here to help you handle it all.
At Acumen MB LLC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
Hire a professional and take the stress
out of taxes.
out of taxes.
Let our years of experience and up to date knowledge work for you.
Rest easy. We will keep you on track for your financial goals.
ACCOUNTING SERVICES
Accurate and insightful financial information helps maintain profitability and capitalize on new opportunities
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Acumen MB LLC's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
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These services include but are not limited to:
- General ledger and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Personal financial statements
- Employee benefit and profit-sharing plans
- Corporate tax planning and return preparation
- Litigation support
Things being made beautifully simple are at the heart of everything we do
You can rely on our accurate and insightful financial information
Steer closer to your goals with accurate record-keeping and reporting
ASSURANCE & ADVISORY SERVICES
We focus on building close client relationships that add long-term value.
This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.
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These services include but are not limited to:
- Entity selection and restructuring
- Accounting software selection, implementation, and support
- Financial projections and forecasts
- Debt and finances advising
- Mergers and acquisitions
- Transaction structuring and negotiations
- Business succession
Assuring the solidity of financial records, evaluating financial procedures
Benefit from objective analysis to assist in controlling costs, increasing efficiency
Improve information quality or its context, meaning more success for your business
CLIENT ADVISORY SERVICES
Comprehensive client advisory services tailored to meet your specific needs
At Acumen MB LLC, we understand that the success of your business depends on efficient and accurate back-office operations. That’s why we take pride in offering comprehensive client advisory services tailored to meet your specific needs. Our expert team provides top-notch support in areas such as accounts payable, accounts receivable, and invoicing. With our assistance, you can streamline your financial processes, improve cash flow management, and ensure timely and error-free transactions. By entrusting your back-office tasks to us, you can focus on what you do best – growing your business. Let us handle the financial details so you can confidently plan for the future. Discover the peace of mind that comes with our client advisory services, where precision and professionalism are the cornerstones of our commitment to your success.
ESTATE & TRUST PLANNING & TAX PREPARATION
Effective estate and trust planning can ensure financial security for loved ones.
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Acumen MB LLC's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
Planning can ensure financial security for loved ones
For businesses, it can maintain a smooth succession of ownership.
Eliminate complications for loved ones during a time of loss.
FINANCIAL & RETIREMENT PLANNING
The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Acumen MB LLC can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
Reach your financial goals and maintain financial independence
We can guide you through tough decision-making processes
We ensure that your portfolio will take into account tax implications
QUICKBOOKS ACCOUNTING HELP & ASSISTANCE
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs.
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.
Acumen MB LLC offers the following solutions to help meet your QuickBooks needs:
Personal Training
We train you personally! Either one-on-one or several individuals within your organization at your company's location.
Installation
We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.
Setup
We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Support
Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
Review
Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
We train one-on-one or in group sessions at your company's location
We can assist with installation, setup or operation assistance
reviews provide up-to-date information and feedback about your business
BOOKKEEPING/WRITE-UP
Let us focus on your bookkeeping so you can spend time on more important tasks
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Acumen MB LLC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Ensure your books stay up to date for all accounting needs
Protect yourself in case of a tax audit
Catch potential errors before it's too late.
ENTITY SELECTION & RESTRUCTURING
One of the most important decisions you make is the type of legal structure you select for your company
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Acumen MB LLC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Advice on restructuring if it may be advantageous
Information and advice on initial entity selection
Proper paperwork and follow through once a change is made
IRS REPRESENTATION
Uniquely qualified to represent you in resolving tax controversies with the Internal Revenue Service
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
We handle it all for you so that you need not take time off from your business
We are ready and willing to answer any and all questions the IRS may be asking of you
We help develop the best strategy used to defend the your position
COMPUTER CONSULTING
We can put your computer problems at bay as well as improve your computer system's performance
As technologies rapidly advance, companies increasingly need to update their computer systems. Acumen MB LLC can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems. As experts in this field, we can put your computer problems at bay as well as improve your computer system's performance taking into consideration any budget you may have.
Audit system competencies and gauge upgrade requirements
Support in choosing and implementing new hardware or network systems
Use technology effectively to grow your business and solve problems
PAYROLL SERVICES
We can put your computer problems at bay as well as improve your computer system's performance
Acumen MB LLC's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.
Leverage the benefits of working with our payroll experts.
Expert payroll software and tax support when you need it
Spend less time running payroll and more time on business
EMPLOYEE BENEFITS, PENSION, & PROFIT SHARING PLANS
We can help you create and implement powerful benefits your employees will love
Choosing and administering benefit plans for your employees is often a complex process. Acumen MB LLC can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.
Leverage the benefits of working with our payroll experts.
Expert payroll software and tax support when you need it
Spend less time running payroll and more time on business
CASH FLOW & BUDGETING ANALYSIS
We will help improve your company's liquidity, reduce costs, and increase profitability
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Acumen MB LLC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.
Maintain optimal cash flow levels by tracking sources and uses
Analyze spending, and re-balance your budget and/or debts for optimal cash flow
Ensure you are always be on top of your finances and ready for the future
FINANCIAL PROJECTIONS & FORECASTS
Acumen MB LLC can help your company benefit from planning for the future
No one can predict the future perfectly, but we can all benefit from planning for it. Acumen MB LLC combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.
Help determine the long-term viability or value of an activity
Perform contingency planning during challenging financial times
Create an environment of certainty and stability
MERGERS, ACQUISITIONS, & SALES
With our expert advice, you can make the right business decisions for optimum success
Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Acumen MB LLC can provide professional know-how to help you successfully structure and negotiate the deal. Acumen MB LLC employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.
Professional know-how to help you successfully structure and negotiate the deal
Determine any costs directly attributable to the business combination
Estimate fair value even when a deal’s cash-equivalent purchase price is not readily apparent
DEBT & FINANCE ADVISING
Acumen MB LLC's expertise may be able to save you money with debt management.
Whether your needs are corporate or personal, Acumen MB LLC's professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.
Sustainable financial plans that protect your well-being now and for the future
Innovative alternative financing solutions designed to help businesses grow
Lower monthly payments and reduce the amount of interest paid over time
INTERNATIONAL TAXATION
Acumen MB LLC has an extensive working knowledge of international taxation
Our experience with the taxation of United States companies doing business abroad and residents working abroad as well as foreign corporations doing business in the United States or foreign citizens working in the United States has provided us with an extensive base of knowledge in the area of international taxation.
Help determine the long-term viability or value of an activity
Perform contingency planning during challenging financial times
Create an environment of certainty and stability
FINANCIAL PROJECTIONS & FORECASTS
Acumen MB LLC can help your company benefit from planning for the future
No one can predict the future perfectly, but we can all benefit from planning for it. Acumen MB LLC combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.
Help determine the long-term viability or value of an activity
Perform contingency planning during challenging financial times
Create an environment of certainty and stability
Acumen MB LLC Clients
Join our growing list of satisfied clients, including:
