Services

Client Services

Client Services

O’Reilly Strategic Group offers a wide range of services to our individual and business clients. Because our firm is boutique, our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

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Accounting Services

bookkeeping

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations runs more efficiently on a daily basis and form the foundation of long-term sucess. Our qualified staff can assist you with the day-to-day tasks involved in bookkeeping.

Consulting Services

company

Business Entity Selection

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
succession-planning

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
property

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
retirement-planning

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Tax Services

irs

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
payroll

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
taxes

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
tax

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
preparation

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Our Service Packages

company

Essential Compliance Package

Perfect for small businesses that want reliable monthly bookkeeping and tax support

• Monthly bookkeeping
• Year end business tax return
• Quarterly estimated tax guidance
• Sales tax filings if applicable
• Secure portal
• Email support

succession-planning

Payroll and Books Package

Ideal for businesses that want bookkeeping and full payroll management

• All services included in Essential Compliance
• Payroll processing
• Payroll tax remittances
• Direct deposit
• W2s and 1099s
• New hire reporting
• Payroll compliance monitoring

property

Full Financial Operations Package

Designed for growing businesses that want deeper financial reporting and planning

• All services included in the Payroll and Books Package
• Monthly financial statements
• Cash flow monitoring
• Quarterly strategy meetings
• Budgeting and forecasting
• Tax planning
• Dedicated account manager

Strategic CFO Advisory Package

Created for companies that want ongoing financial leadership and performance analysis

• KPI dashboards
• Profitability analysis
• Job costing
• Inventory and cost analysis
• Compensation planning
• Entity structure review
• Annual tax strategy plan