Howard, Howard and Hodges

Free up time to grow your business with coordinated accounting, tax, payroll, and advisory support at a predictable cost.

Helps individuals and businesses address tax notices, overdue filings, audits, back taxes, and compliance problems while navigating options and tax authorities.

Give your business convenient access to current financial information, integrated accounting tools, and reports to support more informed decisions.

Refine accounting processes and financial habits to support organizational profitability.

Supports the resolution of financial and legal issues with complete, accurate business valuations.

Gain clearer visibility into current and future cash needs to manage daily finances and plan capital decisions with greater confidence.

Helps businesses pursue financing with experienced loan procurement support and a more considered approach to loan applications.

Help businesses develop and administer retirement and employee benefit plans to support competitive, customized employee offerings.

Helps new businesses establish tax and accounting foundations and make informed choices as they work toward their financial goals.

Get a tailored business strategy that reflects your objectives and industry demands, supporting planning and decisions throughout your business life cycle.

Prepare for business transitions with a plan that helps protect continuity and reduce disruption from turnover.

Identify control deficiencies and establish risk controls to help strengthen your organization’s controlled environment.

Get personalized guidance to plan for major life goals, manage financial risks, and track progress toward greater financial security.

Helps trustees manage trust assets and distribute them to beneficiaries according to the trust agreement.

Plan for future care needs, support caregivers, and help reduce worry and financial burden for loved ones.

Small Business Accounting Package

Howard, Howard and Hodges offers customizable monthly accounting packages for small businesses, startups, and mid-sized companies. Services can include account reconciliation, bookkeeping, monthly financial statements, year-end tax-return preparation, tax planning, payroll, QuickBooks setup and support, CFO or controller services, and business advisory. Outsourced accounting support can also include bill payment, accounts payable tracking, month-end closing, financial reporting, and secure online report access. Fixed fees quoted upfront help businesses budget for accounting costs.

Category: Accounting Services

• Reconcile Financial Accounts
  Have bank, credit card, and other financial data reconciled to support organized accounting records.
• Review Timely Financial Reports
  Receive monthly financial information, including statements and reports, to review business performance and financial position.
• Budget With Predictable, Tailored Services
  Know the agreed fee upfront and select services shaped around your business requirements.
• Keep Financial Records Current
  Outsource recurring bookkeeping and payment tasks to help maintain organized, up-to-date business records.
• Plan Taxes And Prepare Returns
  Coordinate tax planning and return preparation with accounting support to address business tax obligations.
• Process Payroll And File Tax Returns
  Include payroll support and payroll tax return preparation alongside accounting services.
• Set Up And Support QuickBooks
  Get help configuring QuickBooks and maintaining accounting systems for ongoing bookkeeping and reporting.
• Access Flexible Financial Guidance
  Add CFO or controller-level guidance and financial advice without requiring every business to use the same service scope.
• Get Guidance For Business Decisions
  Receive advisory and consulting input to support financial and operational decisions, with support tailored to business requirements.
• Access Financial Reports Online
  Use secure online access to submit financial information and review available reports when needed.

Tax issue resolution

Howard, Howard and Hodges helps individuals and businesses address tax problems, including IRS notices, unfiled returns, back taxes, penalties, audits, and compliance issues. The team reviews notices and relevant information, explains available options, prepares or corrects missing returns, and can represent clients and communicate with tax authorities. Services also include tailored federal, state, and local tax strategies and help assessing suspicious requests that claim to come from the IRS.

• Review And Resolve IRS Notices
  Understand what a notice requires, assess potential errors or questions, and receive help identifying appropriate next steps.
• Address Audits, Back Taxes, And Penalties
  Receive professional assistance assessing outstanding tax matters and options for addressing them.
• Engage Tax Authorities On Your Behalf
  Have the firm handle communications with tax authorities to help manage tax issues.
• File Missing Returns And Correct Errors
  Get assistance preparing unfiled returns and addressing errors to help resolve tax matters and work toward compliance.
• Navigate Tax Rules And Compliance
  Get support addressing tax obligations and issues that may affect compliance or standing with regulatory agencies.
• Check Suspicious Tax Requests
  Get help assessing whether a suspicious tax-related request is valid before sending money or responding.

Financial Technology Services

Howard, Howard and Hodges uses current IT systems and cloud-based technology to support financial system integrations and provide businesses with timely accounting information. Services include help using QuickBooks, moving accounting data to the cloud, reconciling bank accounts, integrating payroll expense information, and preparing financial reports. Clients can access reports and accounting information through desktop and mobile devices, including a secure virtual file room with backed-up files. Online bill payment is also available through the firm’s accounting software.

• Access Financial Data Anywhere
  Cloud access makes accounting information available wherever clients have an internet connection.
• View Financial Reports Online
  Review available financial information online, including financial statements, payroll reports, and tax returns.
• Connect And Configure Financial Tools
  Integrating and configuring financial tools helps bring relevant business information into financial workflows.
• Reconcile Financial Records
  Bring bank, payroll, and other financial information into reconciled accounting records.
• Access Backed-Up Files
  Retrieve reports from a secure online location with files backed up for ongoing access.
• Submit Bills For Online Payment
  Upload bills for recording and payment while supporting accounts payable tracking and repetitive invoicing.

Accounting assurance

Howard, Howard and Hodges helps organizations refine healthy financial habits and accounting processes. Its experienced team works with businesses to improve their accounting practices in ways intended to support profitability.

• Refine Accounting Processes
  Expert support helps organizations improve accounting processes and work toward more profitable operations.
• Strengthen Financial Habits
  Refining healthy financial habits helps organizations work toward optimizing profit.

Business valuation

Howard, Howard and Hodges provides business valuation services performed by a Certified Valuation Analyst with specialized training, professional judgment, and experience. The valuations are intended to be complete and accurate and to expedite the resolution of financial and legal issues.

• Apply Specialized Valuation Expertise
  Valuations are performed by a Certified Valuation Analyst with specialized training, professional judgment, and experience.
• Obtain Complete, Accurate Valuations
  Complete and accurate valuations are intended to support the resolution of financial and legal issues.

Cash flow management

Howard, Howard and Hodges develops cash flow projections to help businesses manage daily cash needs and plan longer-term capital requirements. Its team can support cash flow planning and forecasting, helping business owners understand upcoming financial demands and make informed decisions about spending, investments, and growth.

• Manage Daily Cash Needs
  Use short-term projections to understand day-to-day cash requirements and manage available funds.
• Plan Future Capital Needs
  Use longer-term projections to inform capital strategy and evaluate future cash requirements.
• Forecast And Track Cash Requirements
  Plan for expected cash needs and monitor key inflows, outflows, and upcoming expenses to inform business decisions.

Financing and loan services

Howard, Howard and Hodges provides experienced support for business financing and loan procurement. The firm emphasizes researching and considering a business loan application before submission, as applications made without this preparation may be declined.

• Prepare More Thoughtful Loan Applications
  Research and consideration before submission can help businesses approach the loan application process thoughtfully.
• Access Experienced Financing Support
  Businesses can draw on the firm’s experience as they pursue financing and loan procurement.

Employee benefits consulting and retirement plan administration

Howard, Howard and Hodges helps businesses develop employee benefit and retirement plans, including profit-sharing, defined contribution 401(k), money purchase pension, employee stock ownership, and Roth IRA plans. The firm also offers retirement plan administration. Its team includes Qualified 401(k) Administrators and professionals with experience in retirement plans.

• Develop Competitive Benefit Offerings
  Get help developing employee benefits as part of a competitive package.
• Administer Retirement Plans
  Access retirement plan administration from professionals with retirement plan experience and Qualified 401(k) Administrator credentials.
• Develop Customized Retirement Plans
  Consider multiple retirement plan options and shape offerings around employee needs.

New business formation

Howard, Howard and Hodges helps new businesses navigate entity choices and establish financial processes. The firm assists with selecting an entity aligned with financial goals, filing for state and federal tax compliance numbers, determining an internal accounting system, and creating financial reporting processes to monitor business progress.

• Choose An Entity That Fits Your Goals
  Get help evaluating entity options in light of your financial goals as you start your business.
• File For State And Federal Tax Numbers
  Get assistance filing for state and federal tax compliance numbers.
• Establish Accounting And Reporting Systems
  Set up accounting and reporting foundations suited to the new company’s needs and financial monitoring.

Strategic business planning

Howard, Howard and Hodges customizes business strategy consulting to each client’s objectives, industry demands, and business life cycle. The firm analyzes organizational performance and develops plans for areas crucial to business success. Consulting can include setting realistic goals, suggesting process improvements, optimizing operational and service costs, and identifying opportunities to drive growth.

• Tailor Strategy To Your Business
  Receive strategy consulting customized to your business objectives and industry demands.
• Assess Performance And Set Direction
  Evaluate business performance and use the findings to develop plans and achievable strategic goals.
• Identify Opportunities To Drive Growth
  Develop strategies informed by business opportunities to support growth and business objectives.
• Improve Processes And Optimize Costs
  Identify practical process improvements and opportunities to manage costs and reduce unnecessary expenses.

Succession planning

Howard, Howard and Hodges provides succession planning to help businesses prepare for human resource turnover and changes in successors and business management. Establishing a plan before turnover trouble begins can help protect the business from disagreements and decreased efficiency during transitions.

• Prepare For Leadership Transitions
  Establish a plan for successor and management changes before turnover disrupts operations.
• Prepare For Workforce Turnover
  Address turnover in advance to help protect the business from transition-related disruption.

Internal controls

Howard, Howard and Hodges provides advisory support to identify and address deficiencies in an organization’s controlled environment. Its advisors bring industry experience to establishing risk controls for the organization.

• Identify And Address Control Deficiencies
  Find and address deficiencies in the organization’s controlled environment.
• Establish Industry-Informed Risk Controls
  Apply advisors’ industry experience when establishing organizational risk controls.

Personal financial planning

Howard, Howard and Hodges provides personalized financial planning for individuals and families, combining advice with ongoing analysis of progress toward personal goals. Services include budgeting, investment planning, risk management, saving for a home, education funding, retirement planning, income and liquidity event planning, and estate and gift tax strategies. The team helps clients assess retirement needs and capital sufficiency, prepare for unforeseen events, review estate documents, and develop estate plans tailored to their circumstances with the aim of maximizing value for heirs.

• Align Your Plan With Personal Goals
  Receive a plan tailored to your circumstances, with guidance to help take practical steps toward your goals.
• Assess Your Retirement Readiness
  Review retirement needs and available capital against your retirement goals.
• Plan Your Estate And Gift Taxes
  Receive tailored lifetime and testamentary estate planning, document review, and gift and estate tax strategies intended to support heirs.
• Track Progress Toward Your Goals
  Review your portfolio and monitor progress over time, updating plans as goals and circumstances change.
• Plan For Savings And Education Costs
  Build budgets and savings plans, review education funding needs, and consider strategies for future expenses.
• Manage Investment And Financial Risks
  Include investment planning and risk management in a broader personal financial plan.
• Plan For Income And Liquidity Events
  Include compensation, income, and family liquidity events in financial planning.

Trust administration

Trust administration support helps trustees manage trust assets under the authority of the trust document and distribute them to beneficiaries according to the terms of the trust agreement.

• Manage Trust Assets
  Support for managing trust assets according to the trust document.
• Distribute Assets As Agreed
  Support for distributing trust assets to beneficiaries in accordance with the trust agreement.

Elder care services

Elder care services provide support for caregivers through long-term care planning. Planning for future care needs is intended to enhance older adults’ quality of life, reduce worry, and help prevent loved ones from facing a financial burden.

• Plan For Future Long-Term Care
  Plan for future care needs to support older adults’ quality of life and help reduce worry.
• Support Caregivers Through Care Planning
  Caregivers receive help and support as they plan for future care needs.
• Help Prevent Family Financial Burdens
  Planning for future care needs can help avoid leaving loved ones with a financial burden.