Last updated on September 27th, 2024

As a business owner, you wear a lot of hats from CEO and CFO to HR expert, technology guru, and more – and that’s in addition to your brewery-distillery-distributor-focused responsibilities. Over time, especially as your business grows, you may find yourself wanting or needing deeper expertise in a particular area. While a full-time staff member may not be warranted, you may want to explore opportunities to outsource work, engage professionals for a defined number of hours a month, or simply have resources lined up for you to access as needed or on demand.

For example, have you been wondering whether you are effectively using financial data to identify opportunities or recognize red flags for your business? Do you think about possibly adopting a retirement or other benefit plan to strengthen your employee value proposition but don’t know where to start? Do you know what options are available for your business over the long-term and how this intersects with your personal financial legacy?

Here’s how some experts can support you and your business on a part-time, full-time, outsourced, or contract basis…

Accountant: Prepares and examines financial records, including accurate, complete, and compliant financial statements. Helps you understand, meet, and navigate tax obligations and liabilities while maximizing tax opportunities. Completes tax filings. Provides assistance with banking, finance, financial technology, and more.

Auditor: Reviews and verifies the accuracy of financial records and accounting methods to ensure tax compliance and protect against financial crimes (i.e., embezzlement and fraud). Recommends best-in-class practices, processes, and systems to protect the financial integrity of the business, benefit plans, and more.

Benefits administrator: Designs benefit plans (i.e., retirement, health, life insurance, disability, and more); provides administration, actuarial, and recordkeeping services; performs compliance services; and educates employees.

Bookkeeper: Records and maintains all financial transactions for your business; manages payroll; processes invoices; produces financial reports; automates transactions; and organizes data.

Chief Financial Officer: Manages financial operations and serves as a senior business advisor. Develops, monitors, and updates financial plans and goals. Advises on taxation, investing, and cash flow management. Analyzes strengths, weaknesses, and course corrections. Identifies opportunities and strategic financial moves based on your industry, geographic location, competitive environment, and national trends, and a deep understanding of economics, finance, business, and compliance.

Estate planner: A financial expert who creates a plan defining your personal wishes and wealth legacy. Ensures your wishes are documented and legally protected while helping you employ financial vehicles and strategies (i.e., trusts and gifting) so more of your wealth goes to the people and causes you care about rather than taxes.

Human resources expert: Someone with expansive knowledge of the people side of running a business, so you have the processes, plans, and infrastructure to attract and retain the right talent to promote business success. Includes everything involved with recruiting, hiring, and onboarding; benefits and compensation; legal compliance; engagement; training and development; performance management; succession planning; diversity, equity, and inclusion; retention; and more.

Valuation expert: Provides the information you need to understand your business’s worth, potential, and options, so you can make informed decisions to help you meet future goals. Conducts professional business valuations, intangible asset appraisals, and financial consulting to define, enhance, and protect business value. Includes business valuation, forensic accounting, equipment appraisal, appraisal review, economic damages, and business planning.

If you are interested in learning how any, some, or all of these experts can help your business without adding to the headcount, give RBT CPAs a call. Our team of world-class professionals and those at our affiliates – Advent Valuation Advisors; Spectrum Pension & Compensation; and Visions Human Resource Services – can help you assess your needs, explore options, and design an engagement that fits your business and budget, proving we can be Remarkably Better Together.

RBT CPAs never offshores work outside of the U.S., so you always know who is handling your financial information.