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Businesses

Your Business is Much More Than an Asset

It’s an integral part of your total tax and wealth management picture. Yet day-to-day operational demands can leave little time for meaningful strategic planning around cash flow and working capital needs, expense management, risk mitigation and an array of personal wealth issues.

Often, what’s best for your business may be diametrically opposed to what’s in your family’s best interest – yet the two are inextricably linked. It requires a thoughtful and delicate balancing act, and addressing this interrelationship and interdependence is what genuinely sets Beaird Harris apart.

While our roots are firmly established in the detail and discipline of a CPA firm, we recognize that tax management is woven into the fabric of financial planning and wealth management. Although our tax and wealth management practices are separate and autonomous entities – each with their own clients – all of our clients benefit from the knowledge-sharing that comes with such close association and collaborative expertise.

How We Work With You

Going beyond traditional tax and wealth management, we aim to create a totally synergistic experience for our clients.

Tax Services

The best way to avoid paying unnecessary taxes is to start with a smart plan. Reach out today to learn more about how we can help you manage and prepare your finances for a smooth, stress free tax season.

Accounting Services

Let us simplify the day-to-day tasks associated with running your business, so you have more time to focus on what truly matters most – providing world-class patient care. Beaird Harris offers bookkeeping and payroll support.

Business Consulting

We’re invested in your continued success. Beaird Harris can serve as your trusted business advisor, providing expert analysis and consulting to help you grow your business and streamline your operations.

Retirement Plan Services

We’re invested in your continued success. As a business owner, you face an exponential number of time-consuming challenges. If you’re looking to start a retirement plan we can help in all areas from plan design coordination to investment performance reporting.

Tax & Accounting Services provided by Beaird Harris & Co., P.C.
Investment Management & Financial Planning Services provided by Beaird Harris Wealth Management, Inc.

How We Work With You

Going beyond traditional tax and wealth management, we aim to create a totally synergistic experience for our clients.

The best way to avoid paying unnecessary taxes is to start with a smart plan. Reach out today to learn more about how we can help you manage and prepare your finances for a smooth, stress free tax season.

Let us simplify the day-to-day tasks associated with running your business, so you have more time to focus on what truly matters most – providing world-class patient care.  Beaird Harris offers bookkeeping and payroll support.

We’re invested in your continued success.  Beaird Harris can serve as your trusted business advisor, providing expert analysis and consulting to help you grow your business and streamline your operations. 

We’re invested in your continued success.  As a business owners, you face an exponential number of time-consuming challenges. If you’re looking to start a retirement plan we can help in all areas from plan design coordination to investment performance reporting.

Tax & Accounting Services provided by Beaird Harris & Co., P.C.
Investment Management & Financial Planning Services provided by Beaird Harris Wealth Management, Inc.

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Schedule a complimentary call today.

We’ll help you get started and learn more about Beaird Harris.