Client Services

At Bristol Financial Management Group we believe that our clients' businesses are their largest and most important investments. We also believe that everyone wants to work for a winning team. Companies today, in order to thrive rather than just survive, need to operate on a higher plane; they need to be in a position to flex with changing times, and to capitalize on their opportunities within and outside of their working environment. Our services are designed to put your company ahead of the pack, to help you achieve your personal vision, and to help you and your team build a company with sustaining long-term value.

Tax Services

Federal Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Tax planning & return preparation

- Individuals

- Corporations

- Partnerships


*Taxing authority representation

*Divorce and support issues

*Tax effects of buying/selling a business

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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.

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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.

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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.

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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.

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Accounting Services

Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use.

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Cloud Based Accounting & Bookkeeping

Meaningful, well-organized financial records and reporting ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.  Further, our outsourced accounting and bookkeeping services integrate full service cloud computing and paperless document management in a near real time environment.  Cloud accounting offered for use with Sage Contractor 100 and Quickbooks.

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Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

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Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

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Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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Consulting Services

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

Using a whole-systems process combined with "expert" information feedback systems we work with your team to optimize the strategy, structure, systems, and skills of your company in order to maximize your return on investment.

  • Strategy
    The vision, mission, culture, goals and objectives of your company drive decision making and behaviors of the organizational members. We can help you define your company's strategy in order to empower team members to work together for a common cause.

  • Structure
    Organizations that are structured to properly allocate resources and to support effective communication throughout the business are more likely to succeed in challenging times. We work with you to analyze and improve upon the structure of your business with regards to overall work design, hierarchical structure, communication tools, feedback mechanisms and supplier relationships.

  • Systems
    The way your people work together and the way your products and services reach the customers define your overall system. The critical operating processes of your company are the differentiators that separate your company from your competitors. We work with your team to document and improve upon the critical processes of your company and we train your team to refer to and continuously improve the processes to ensure organizational learning and memory.

  • Skills
    The human capital of your company is your company's #1 vehicle to success. We believe that human resources should be strategic in nature and managed as a critical asset. Through leadership development, training, coaching and feedback the members of your organization will drive the infinite operational success of the business. We work with your team in developing an innovative, near real-time feedback reporting system that spans across all functions of the organization in order to drive the decision making process.

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Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

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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 work directly with you and your advisors to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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Sage Contractor 100

Since 1991 Janice Bristol has been instrumental in supporting dozens of home builders, remodelers, and specialty contractors using what is now called the Sage Contractor 100 software. We operate as project managers during selection, conversion, implementation, training and follow up support.

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CFO as You Grow

The CFO As You Grow Program is offered in response to an ever growing need from clients for more advanced financial management services. This program was designed specifically for small, growing companies who can benefit from the skills of a highly qualified CFO but who can't or don't want to make the full-time investment in one. The primary goal of this program is to help our clients manage and grow their businesses more effectively.

Our CFO As You Grow program helps you develop expert information feedback systems specific to your business. This feedback creates a direct link between financial and non-financial indicators as well as how each department and individual performs in relation to your overall company objectives.

Specifically we seek to identify, monitor, and help you improve Key Performance Indicators relating to the four primary areas of business, Marketing/Sales, Management, Operations, and Finance.

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Coaching - Business, Leadership, and Employee

Utilizing her Masters in Organization Development Janice Bristol actively engages in coaching, job analysis, team and leader development, process analysis and improvement, and facilitation in group strategic planning.

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