Accounting Services For SMBs

Because Your Small Business Has Growing Needs...

When It Comes To Accounting Services, Nothing It More Important
To Your Small Business Than Trust & Reliability.

At Mordfin Group, we understand that your small to medium sized business is a full-time commitment, so our CPAs and experienced business advisors work with you year-round. Think of us as a working partner...

For over 90 years, we’ve earned an outstanding reputation for knowledge, accuracy and delivering consistently sound advice for Small Business Owners. Our experience and insight ensures that we provide your non-profit with the best guidance and accurate accounting services - so you can concentrate on what matters.

The Mordfin Difference: SMB Owners Trust Us

  • 1 Our Genuine Commitment to Personal Service
    The business world is complex, and every client we work with has unique and specific needs. We take the time to understand your business from the inside out.
  • 2 We Objectively Spot Potential Problems
    Mordfin offers you a "Fresh Financial Eye" to identify issues that might cause your company setbacks, and we recommend valuable solutions consistent with your goals.
  • 3 Our Holistic, Collaborative Approach
    Our Company is Proactive & Results-Oriented. We're a creative problem solving company that works alongside you as your partner to navigate your financial well-being and ensure your business addresses its growing financial needs.

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EntreprenEur / SMB Specialty Services

  • Sales & Use Tax

    Even small businesses can process a huge volume of financial transactions. Tracking and accounting for these transactions, and properly attributing sales and use tax calculations can be a tedious and error prone task. Mordfin's Small to Medium Sized Busienss accounting specialists can assist your company in maintaining complete, accurate and up-to-date financial records, with a focus on the accounting processes and needs specific to your industry vertical. Mordfin helps you understand, and maintain compliance with all regulatory needs.

  • Financial Statement Preparation

    Preparing financial statements can be simple or complex depending on the size of your company. Some statements need footnote disclosures while other can be presented without any. Details like this generally depend on the purpose of the financial statements. For instance, banks often want basic financials to verify the a company can pay its debts, while the SEC required audited financial statements from all public companies.

  • Payroll Services

    Payroll can be a headache for any employer, whether you have one employee or many. It can feel like a second career, since you have to stay abreast of federal, state and sometimes local changes regarding computation and reporting. And you have to stay on schedule with periodic filings. Yet payroll has to be meticulous. Your employees depend on you to get it right, and your business also requires accurate records.

  • Forming A Company

    Are you just getting your great business idea off the ground? You'll have to navigate Local, State and Federal regulations requiring document and financial preparation. The Mordfin Group has a wealth of experience helping new business owners identify, prepare and file the right documentation, while simultaneously providing expert council to assist with foundational business and financial strategies.

  • Business Tax Preparation & Filing

    Perhaps the most important business responsibility is seeing that taxes are collected, and paid at the proper time to local, state and federal authorities. Morfin's SMB specialists will assist your company to understand, prepare and file monthly, quarterly and annual payroll, sales and corporate reporting, and income tax returns.

  • Succession Planning

    Most small business owners don't start their companies with an exit plan in mind. But this process can be just as important to the overall success of your company than you may realize. Whether you're approaching retirement age, starting up a new venture, or simply looking to pass the business on to the next generation, formulating a succession plan is of the utmost importance. Mordfin helps business owners craft and execute an exit package that maintains operations, attributes profit-share and transfers assets from the outgoing ownership to the next stewards of your successful business.


Beyond Your Small Business - We Can Simplify All Your Business Financial Needs

We'll work with you to develop a comprehensive financial plan based on your unique needs and long-term vision for your business.

Education Funding

Employee Benefits

Insurance Analysis

Charitable Giving

Wealth Protection & Planning

Compensation Planning

Succession Planning