Posted by: Garcia & Cuadra, PA | November 30, 2016

3 Reasons to Invest in Financial Services

Financial Services in TampaSince the inception of the great recession, some people have been distrustful of those who work in financial services and opt to do it themselves.  However, this is shortsighted and to your detriment.  Professionals who work in taxes or investing all have gone through rigorous training and certification that you probably do not have.  It is time to trust again and go with the Tampa Bay pros who want you to succeed.

Financial Services Can Help You Navigate Tax Season

Whether you own a company or are an independent contractor, both have to dance with the IRS come April.  So why not trust a professional in financial services to handle it for you?  Sure, it might be cheaper with some ‘SuperTax’ program because those software packages do run about thirty bucks.  However, how accurate are those packages in getting you the greatest refund?  How much liability protection do they offer you from a random audit because you clicked the wrong box?  Do the smart thing and go with a local Tampa agent whose job it is to do taxes, and have your back if an audit comes up.

Book Keeping Can Restore Sanity to Your Small Business

Running a small business in Tampa is no small feat.  It requires early hours and long days, and an impressive attention to detail. So why would you bring more madness upon yourself by doing your own bookkeeping?  Granted, it is cheaper to use some ‘OfficeBoss’ package suite to keep track of accounts and payroll, but is that how you’d like to spend your time in Tampa?  While you are playing around with unfamiliar software, who is running your company?  And how many hours per week are you spending of your precious downtime doing logistics?  Restore your sanity, and bring in a bookkeeper for financial services once a week. It will save you time and patience.

Look to the Future with Proper Investing

The business owner and individual contractor both have one thing in common: they will grow old.  It is important to have a strategy for the future set up, with savings and investment.  Going with a financial services expert can help you with:

  • Staying on budget to meet your goals
  • Set up a savings plan (for kid’s college fund, retirement, etc.)
  • Navigate the treacherous waters of a 401K or equitable retirement plan
  • Planning your retirement (what age you want to retire at, quality of life)

These decisions should match your priorities. By teaming with a professional bookkeeper, you can direct your actions toward profits.

Garcia and Cuadra: Your Finance Experts

Garcia and Cuadra have many years of expertise in the wild world of investment and accounting.  Whether you are an aspiring entrepreneur, a seasoned mogul, or just a regular blue collar joe they can help you with retirement and more.  For the best in financial services in Tampa, give our office a call at 813-415-2431 to set up your future, today!


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