Larson Gross

Financial Statements

We’ve got an experienced and qualified team to do your Audit (or Review, or Compilation) that loves detail and dreams about quality control. That same team, however, wants to proactively communicate with you, help you understand the value of a financial statement and fuel a discussion about what you want to accomplish.

Tax Planning

Tax returns can sometimes seem like only compliance requirements. However, we don’t simply run your numbers and check boxes. We use this as an opportunity to spearhead discussion of other key organization topics, facilitate conversations regarding financial issues that are important to you, and grow a relationship that allows us to help you achieve your goals.

SALT

Did you know that, in Kansas, riding a balloon that’s tethered to the ground is subject to the amusement tax? Of course not. And we don’t want you to know that or the hundreds of other State and Local tax nuances that exist. Multi-state operations require a deep understanding of the tax landscape in each location, including sales, use, income, franchise and gross receipts. That’s our job.

Estate Planning

Preparing for what happens after your death can be challenging, but the steps you take today will leave a lasting impact. Our approach to Estate Planning focuses on preserving your wealth while minimizing the costs and complexities your heirs may face in carrying out your wishes. By offering a range of options, listening to your goals, and understanding the unique details of your situation, we can create an estate plan that fits your needs and priorities.

Wealth Management

Elevate your financial aspirations with our Wealth Management Services. We’ve partnered with an excellent service provider, Freestone Capital, to curate integrated wealth management with our tax practice to make sure all advisors work together to help navigate your financial life.

Client Accounting Services (Bookkeeping, Fractional CFO)

Our CAS services are designed to provide high-level financial leadership and expertise to businesses without the cost of a full-time executive. Whether you’re a growing company in need of strategic financial guidance or an established business looking to streamline your financial operations, our team offers customized solutions that align with your goals. We help businesses optimize cash flow, enhance financial reporting, and make data-driven decisions, empowering you to focus on growth while we handle the complexities of financial management.

Business Valuations

An official valuation report financially analyzes your business and can help you sell, obtain financing from a lender, perform estate, gift, or tax planning to protect your wealth or update a buy-sell agreement for your business.

HR Consulting

Our services can be provided in a variety of ways to fit your unique needs. We understand some businesses have HR needs that are ongoing and repetitive, while others may be seeking project-based service to fulfill a specific gap. Once we learn more about what you’re looking for, we begin to collaboratively shape how the service is delivered and on what frequency. This ensures you receive exactly what you need, no more and no less.

Mergers & Aquisitions

We work with clients on both buy-side and sell-side transactions, including making sure your business is well-positioned for a transaction to maximize integration value and effectiveness. It’s our pleasure to walk alongside our clients to look ahead, plan for the future, and be as ready as possible for these significant events. We have a team that can support through all phases, including entity pre- and post- transaction structuring, due diligence, financial and accounting preparedness, and tax efficiency planning.

IT Managed Services

We specialize in providing reliable, secure, and innovative IT services for businesses, nonprofits, and CPA firms across the Pacific Northwest. From optimizing your network to fortifying your cybersecurity, we deliver tailored technology solutions that work as hard as you do.

Board Facilitation & Training

You likely have a group of extremely qualified and passionate individuals who have volunteered to serve on your board. But they may not know what it means to serve as a board member or how to facilitate collaborative conversations with each other around the organization’s mission and financial position. We understand that board members sometimes need facilitation and training on how to properly serve in this important role, so we offer board facilitation and training to help guide key discussions and provide education around role responsibilities.