Family-Owned Businesses

At DeFreitas & Minsky, LLP we specialize in providing a variety of customized services to family-owed-businesses. Our services and expertise in the area of family-owned businesses are the foundation for our company.

Services for Family-Owned Businesses

Service to family-owned business clients represents the foundation upon which DeFreitas & Minsky, LLP was built. We have a passion for providing solutions that contribute to your success; helping you confront challenges and seize opportunities, for your business, your life, and your family’s lives.

We’ve been fortunate to work with family-owned businesses for over 70 years. Our professionals are experienced working with clients of all sizes, in dozens of industries, with unique ownership structures and varying family dynamics. We believe our experience allows us to bring a point of view that adds value. Our clients come to us because of our integrity and commitment to bettering their company to its fullest financial potential. We create strong bonds with our clients so we are on the same page every step of the way. Our accountants create company-specific plans, so our clients know their family-owned business is secure. We proudly serve, but do not exclude, Long Island and the Greater New York Area.

Sometimes family members have differing opinions based on major changes within the business. Our accountants act as unbiased third-party members to resolve any matters. We provide a number of amenities to help your business grow.

Our services include:

Bookkeeping
Save time and let us handle the bookkeeping. We can prepare and analyze any financial statements you have. Our accountants provide software evaluation and implementation for your company. Bookkeeping can be done as often as our clients see it necessary, we also can assist with bank reconciliations. We have the ability through advanced software to use keep your books up to date using your software or ours.

Business Assurance
Protect your financial aspects through our business assurance program. Our financial reporting will prevent any monetary issues. If audits do occur, we help our clients to the fullest extent.

Business Planning
When planning for the future of any business, the right action is necessary. The planning that we provide to our clients includes projections and forecasts, management planning, compensation and incentive, financial and succession planning.

Tax Services
Throughout the year, our accountants are on call to help you benefit from the ever-changing tax laws and advise on the decisions necessary when running a family-owned business. We analyze and plan your federal and state tax filings. As well as, monitor sales and use tax compliance and business tax planning and preparation.

Business Advisory Services
Let us keep your business safe and secure. Our business advisory services include business valuation, debt analysis, loan proposals, transaction negotiations, stock transfers, and turnaround assistance.

No matter the issue, DeFreitas & Minsky, LLP wants to help. Running a family-owned business is no easy task. Having a neutral voice to fall back on and give sound advice will benefit your company tremendously. We can organize your financial responsibilities so you can be there for your business.
DeFreitas & Minsky, LLP would like to welcome you to our family so we can take care of your family-owned business.
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Get In Touch

Have a question? We have the answer. Feel free to contact us using our info below. We'll be in touch as soon as possible.

Office

30 Jericho Executive Plaza
Suite 500W
Jericho, NY 11753

Call Us

Fax

(516) 746-8679

Hours

Mon thru Fri | 9am - 5pm
Sat & Sun | Closed