Our Financial Services Overview
At Seidel Financial Services, we provide a comprehensive range of financial services designed to support your business's unique needs. On this financial services overview page, you’ll learn about our services, encompassing tax planning, bookkeeping, and CFO services that empower business owners to focus on growth and operational success. With over a decade of experience in the industry, we understand the intricacies of financial management and are committed to delivering tailored solutions that drive results.
Our Services
Our service offerings are categorized into three main areas: Taxes, Bookkeeping, and CFO Services. Each area is designed to provide the support and expertise you need to navigate your financial landscape effectively.
Taxes
Bookkeeping
CFO Services
Tax management is a critical aspect of your business's financial health. Our tax services ensure that you are compliant while maximizing your benefits, which includes:
Tax Planning - We help you project tax liabilities, maximize deductions, and explore various tax scenarios tailored to your business. Our proactive approach to tax planning ensures that you are prepared for upcoming obligations and can make informed financial decisions throughout the year.
Tax Returns - Completing and filing tax returns can be daunting, but our experienced team is here to simplify the process. We handle all aspects of tax return preparation, ensuring accuracy and compliance while identifying potential credits and deductions that benefit your business.
Tax Strategy - Developing an effective tax strategy is essential for long-term success. We work closely with you to create a plan that aligns with your business goals, allowing you to take advantage of tax benefits while minimizing liabilities.
Accurate bookkeeping is the foundation of sound financial management. Our comprehensive bookkeeping services include:
Receivables - We manage your accounts receivable, ensuring timely collection of payments and effective tracking of outstanding invoices. This helps improve your cash flow and reduces the risk of late payments.
Payables - Keeping track of what you owe is equally important. Our team manages your accounts payable to ensure that bills are paid on time, helping you maintain positive relationships with vendors and take advantage of early payment discounts.
Credit Cards - Our bookkeeping services also include credit card management, where we track business expenses linked to your cards. We ensure all transactions are accurately recorded and help manage your spending.
Account Reconciliation - Regular reconciliation of your accounts is crucial for spotting discrepancies and ensuring your financial records align with bank statements. Our team performs thorough account reconciliations to maintain accuracy and transparency in your finances.
Having a strategic financial leader is crucial for sustained growth. Our CFO services provide you with access to top-tier financial expertise without the commitment of a full-time hire, including:
Accruals - We help you understand and manage accrual accounting, ensuring that you accurately recognize income and expenses as they occur, which is essential for financial reporting.
Budgeting - Developing a robust budget is key to effective financial management. We assist in creating and maintaining budgets that align with your business objectives, helping you to plan for future growth.
Analysis - Our financial analysis services provide you with valuable insights into your financial performance. We analyze key metrics to identify trends, assess profitability, and inform your strategic decisions.
Reporting - Timely and accurate financial reporting is essential for understanding your business's health. We provide comprehensive reports that help you make informed decisions and communicate effectively with stakeholders.
Risk Management - Identifying and mitigating financial risks is a vital part of our CFO services. We develop risk management strategies that protect your assets and ensure the long-term sustainability of your business.
Why are CFO services important?
The CFO role is crucial for both high-level strategic planning and day-to-day financial management. A dedicated CFO provides important benefits, including: financial expertise, strategic planning, risk management, compliance and controls, and much more!
Financial oversight is too important not to have dedicated CFO expertise guiding both operations and strategy. Our services include these same CFO benefits in an outsourced, fractional model tailored to your needs and budget.
Why Choose Seidel Financial Management?
Choosing Seidel Financial Services means partnering with a dedicated team that understands your unique financial challenges. Here’s why we stand out:
Experience and Expertise: With over 10 years in the industry, we bring a wealth of knowledge and a proven track record in financial management.
Personalized Service: We tailor our services to meet your specific needs, ensuring that you receive the support that best fits your business.
Proactive Approach: We take the initiative to identify opportunities and address potential challenges before they become issues.
Local Understanding: As a Texas-based firm, we understand the local market dynamics and regulatory environment, providing insights that drive your success.
Our Expert Team is Here to Help You
Our financial services overview page wouldn’t be complete without mentioning our greatest asset: our team. Stephanie Seidel, our founder, is a proud Texan with deep ties to the San Antonio community. With over a decade of experience in financial management, Stephanie understands the unique challenges faced by local businesses and is committed to empowering entrepreneurs like you.
Our mission is to help you reach new heights through our services, which provide improved financial management. We believe in building strong, collaborative relationships with our clients, and we continuously invest in our team's professional development to stay ahead of industry changes.
By choosing Seidel Financial Services, you’re not just getting a team of financial experts; you’re partnering with a dedicated group that truly cares about your success. Let us handle the complex finance side so you can thrive in building your business.