Business Services
Whether it’s helping to get your new venture off to a great start or providing you with the services you need to keep your operation running strong, and out of trouble, Terry Lockie & Associates will assist you in making your business a success.
You can count on the advice of Terry and her staff of professionals. Terry is an expert who has done work for all sizes of business, from Individuals to Fortune 500 corporations and started her own business which has provided services for over 20 years.
Your business needs more than just accounting services and Terry Lockie & Associates offers a range of services to help your business get all legitimate tax deductions and to get operating information you need to be more profitable.
Terry can provide you with the information and insight to help you decide:
- Whether to hire or use contractors and is the worker properly classified.
- When to expand and how to do it.
- How to know whether you should lease or buy.
- What your business is worth.
- Which financial controls to implement to help prevent and detect theft and embezzlement.
- What your insurance needs are.
- What entity you should use for your business.
- We also offer all of the operational services that your business needs:
- Payroll management
- Bookkeeping and software training.
- Help with Projections, Forecasts, and Budgets
- Retirement Planning
- Preparation of Financial Statements
- Cash Management
- Business Management advice
- Help format & review buy / sell agreements, operating agreements & all business contracts
Of course Terry Lockie and Associates also provides a full range of Tax and Tax Planning services to make sure your business is getting every deduction it should and that you’re not overpaying.
Terry Lockie and Associates PC has helped hundreds of businesses save money and run more efficiently. Whether you are a legal or medical professional, architect, a farmer or contractor, a family owned business, a small manufacturer or a large corporation, we can show you ways to cut costs and increase profits.
Sign up for our free Newsletter or better yet, contact us to set up a free consultation to review your needs. We’ll make your business stronger, easier to manage, and help you avoid problems with various governmental agencies.
We can help you get your new venture off to a great start – and help you keep it going strong. Terry Lockie is a former Treasurer and Tax Manager for a Fortune 500 company, who can help you put together the controls over cash, receipts, and expenditures. Plus, you’ll get sound advice on when to hire staff and when to use independent contractors. And you’ll get answers on things such as insurance needs, buy/sell agreements, what business status to choose, and much more. And because business valuations are so important to our clients, Terry Lockie has training and experience in Business Valuations.
Terry Lockie & Associates has helped hundreds of businesses cut costs and run more smoothly:
- Terra International, Inc. (Fortune 500 company)
- Dental, medical, optical and chiropractic practices
- Horse breeders
- Restaurants / Bars
- Retailers
- Plumbers and contractors
- Family-owned businesses
- Manufacturers and wholesalers
- Nonprofit organizations
- Printers
- Law offices
- Farmers
- Trusts
- And many more
If your business concerns include the need for a business valuation due to a sale, divorce or state valuation, or if you want to avoid the pitfalls in keeping a family business within the family, Terry Lockie & Associates will help you keep your business, and keep it profitable.
The Personal Side of Business
The right planning now can mean a more secure future for you and your family. And we’re here to help make that possible. Terry Lockie is qualified by the AICPA for business valuations, is a member of the National Association of Certified Valuation Analysis, and has done valuations for estates, mergers, acquisitions and divorce situations. Her expertise in these areas can assist in your business ventures.
So you’ll be able to save for the things you want: a comfortable retirement, your children’s education, or your dream home.
