Small Business Tax & Accounting Services

Financial Statements for Internal Use

Financial Statements can be a useful tool for business management and for making financial decisions for any small business. We can prepare financial statements for you on a regular interval such as quarterly or monthly basis to watch over key numbers on your Profit & Loss, Balance Sheet, and Cash Flow. We can help you to make general ledger updates to keep your small business accounts up to date.

Audit Services/Audited Financial Statements

Our financial reporting process is an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company’s systems and records providing the highest level of assurance.

Reviews & Compilations

The financial reporting process is an opportunity to provide constructive solutions for maximizing your small business’s profitability and efficiency. We provide financial reporting on two levels of assurance:

Reviews: Reviewed financial statements may be done in preparation for a loan, investment or partnership. These analytical procedures are conducted with limited assurance.

Compilations: Compilations are based on client-provided information and used primarily for internal use. Compilations are the most basic level of service we can provide with respect to financial statements.

Tax Preparation

Under the guidance of one of our experienced CPAs, your tax returns will be carefully prepared. Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including small business owners, individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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 developments in the tax laws to minimize both your current and future tax liabilities.

Using a paired strategy of tax planning and preparation, we can make the most of your small business’ earnings.

As small business accounting specialists, our tax planning service can be helpful to S Corporations, C Corporations, LLCs and Sole Proprietors. Whether you are an individual or a multi-tiered partnership, our year-round planning can help to lower your tax burden.

Quickbooks Training

Our team is experienced and well-versed with Quickbooks. We can help your small business transition smoothly from an existing accounting system to Quickbooks. If you plan to use Quickbooks in-house, we can customize the setup of Quickbooks for your type of small business. As professional QuickBooks trainers, we can train your bookkeeper or controller so that you are using the program efficiently.

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.

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. We have experience working with service-based businesses, manufacturing clients as well as startups throughout Maine.

Business Consulting

We can help you identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. At Filler, all of our team members are highly experienced CPAs with plenty of experience working with small businesses. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your small business.

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We help your company’s management team develop specific, long-term strategies to facilitate your business’ future growth and success. We work with small business owners, or the management staff of midsized companies.

Representation Before Taxing Authorities

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

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs) can provide significant tax advantages for closely held businesses and self-employed individuals. Our CPAs can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Debt & Financing Services

If you are looking to expand your business through financing, or consolidate current debt, we can help you. Debt management and the evaluation of financing options are issues that can improve your small business.


Filing for bankruptcy is a serious and involved process with many legal and tax issues. Our firm is familiar with the complexities of the bankruptcy filing system and can competently guide you through the process.

Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff accountants have experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Accounting Software Selection & Implementation

Selecting a computerized accounting software package is increasingly difficult, but extremely important. As accounting professionals, we have first hand experience with most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.