Team holds a strategy meeting

Small Business

Baker Tilly Advantage is a full-service accounting and advisory solution for small and closely-held businesses.

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The limitation of traditional accounting solutions is that they tend to focus on where you have been. At Baker Tilly, we understand that small businesses run at a fast pace and need an advisor who can provide a blueprint of solutions that focus on where you are going.

That’s why our team of Value Architects™ created Advantage, a powerful combination of financial expertise, industry insight and innovative technology delivered by dedicated small business advisors who are committed to helping you enhance and protect your value. With our accounting and advisory team by your side, you can get back to focusing on what really matters — running your business.

Advantage approach

Experience the Advantage difference.

Advisory approach

Traditional approach

  • Calling your advisor when you need them.

Advantage difference

  • Value Architects who help you solve your most pressing problems and seize new opportunities.

Advantage advisors understand your goals and help measure your progress, with a focus on business and industry trends to help plan for the future.

With Advantage, you’ll receive advice and insights that go beyond the numbers to provide you a 360-degree view of your business. Plus, you’ll have access to the vast resources that a global tax, advisory and assurance firm has to offer.

Proactive tax and financial planning

Traditional approach

  • Basic compliance services.

Advantage difference

  • Tax opportunities and incentives that align with your overall business strategy.

Advantage advisors simplify complex tax issues and streamline processes to save you time and money while providing quality and consistency you can rely on. Our tax services include:

  • Strategic tax services
  • Income tax compliance
  • Cost segregation
  • Multistate activities/nexus
  • Sales and use taxation
  • Income/franchise taxation
  • Unclaimed property
  • Tax accounting methods
  • Partnership allocations
  • Tax payroll matters (i.e., TIP credit calculations)

Client accounting services (CAS)

Traditional approach

  • Receiving financial reports after the fact.

Advantage difference

  • A modernized approach to comprehensive outsourcing and advisory services

Receive customized accounting, finance and operational assistance from qualified professionals. Our CAS specialists transform your accounting data into key performance indicators that are tailored to your business strategy and available whenever you need them. You’ll gain clarity and receive insight from advisors who know you and your goals, so you’ll be equipped to make decisions that drive results — ultimately giving you a competitive advantage.

Technology solutions

Traditional approach

  • Relying on clunky and obsolete systems.

Advantage difference

  • Cloud-based tools available anytime, anywhere.

ADP, Bill.com, QuickBooks

Advantage leverages innovative technology solutions that simplify your financial reporting processes. Our recommended tools offer real-time reporting, easy-to-use dashboards and automated processes that reduce manual workload and improve day-to-day efficiencies.

No matter what level of technology and support you need, we will customize a solution that empowers you with the most relevant information to drive your success.

Sage Intacct, Expensify, Ekos Brewmaster, Orchestrated Beer

Industry specialization

Traditional approach

  • Service that lacks industry insight.

Advantage difference

  • Ongoing support from dedicated industry professionals.

Advantage advisors are organized by industry specialization to focus on your key challenges and opportunities. We combine our knowledge of your business with industry insights to keep you competitive, informed and in compliance.