Our Process

A key to optimizing productivity in your business is finding and partnering with those who can help move your business forward into its next phase of growth.
– Josh Belk –
Analysis and Execution

Determining financial indicators ahead of the game and developing them can save your business time and money down the road. Finding where your business is breaking even or even losing money, and where your business has seen success and should focus, creates a business model that will help your company today and in the future. Belk and Associates helps you determine what these indicators are and how to use them to your company’s advantage so your business can be in a better position to grow and scale when the time is right. Sometimes the smallest changes can make the biggest impact on your business.

Once we have determined what these financial indicators are, our team can help show you how to execute a plan to utilize the successful indicators by managing operations for business growth. Identifying financial indicators is only the first step. A plan is necessary to execute where financial decisions should be changed or redirected in the company’s best interest. Our goal is to help your business succeed, and focusing on better financial planning and the execution of that plan is the first step in doing so.

Streamlining Processes

Compiling and recording data is so important for every business, but if much of your time is focused on this one part of having a business, it can be difficult to focus the time needed on truly growing your business through sales and more clients. Belk and Associates can streamline this process for your company by setting up your books, preparing monthly reports, and overseeing bookkeeping. We get your company running smoother with your financials so you can focus on what you do best: growing and building your company.

Business Financial Consulting

Belk and Associates provides consulting services for businesses looking to not only solve the day-to-day financial problems company’s come across, but for those businesses looking to take a step back and view the larger picture for their company. Figuring out where you want your business to be in a few years and finding ways to make changes today to help you get there is a huge step towards success. Our years of financial planning and strategies have shown us that by taking a holistic approach to each business by examining the big picture financially, we can determine what changes can be made today for your future goals of success and growth.

Manage and Scale

Utilizing tax and financial strategies that align with your company and goals in mind is a huge step in scaling your business. No two businesses are alike, so finding the right financial strategy for your business is crucial in preparing for the future. We offer tax strategies, financial statement preparation for internal and external use, and tax returns for businesses and individuals as well. Belk and Associates provides all the necessary services your business needs to help manage your finances today to grow and scale your business for tomorrow.