Should you incorporate? As a regular "C" Corporation or an "S"
Corporation, maybe an LLC? What about a Partnership or Individual
Call "Julia" and we will
discuss the best entity for you. We will then setup your new business
entity, including getting the Federal, State and Local identification
We provide a broad range of services to help clients secure a sound
financial future. In addition to the core services listed below, we
provide customized services to address our clients in the manufacturing,
service and Not-for-Profit industries.
Our services are very comprehensive. Call for a free evaluation of your
Tax Accounting and General Business needs. Compare the difference between
what you are presently doing, and what we can do for you.
These are some of the standard services we provide:
SMALL BUSINESS ACCOUNTING SERVICES
We offer the full range of other accounting services to help keep
your business running smoothly. Our bookkeeping services include
Accounts Payable, Accounts Receivable, Monthly
Operating Statements, Bank Reconciliations, Payroll, Audit Trails,
Balance Sheet, Financial Graphs and Budgets. We realize that most small
businesses cannot afford a full-time accountant, but still need the
expertise at times. We are there when you need us.
MONTHLY OPERATING STATEMENTS
These give you a monthly look at where you stand, so you can act on
a problem or seize an opportunity before it's too late. Every month we
look at your financial picture so we can alert you to those areas that
need your attention. Watching your bottom line can often improve it.
We prove out your bank balances every month and advise you of any bank
charges, bank errors or arithmetic mistakes on your part, so you know
exactly how much cash is available.
These records on each and every employee are required by law, and
help us to prepare your payroll tax returns.
A record of transactions is printed out for you in case of an audit.
The format is arranged so you can use it to understand in more detail
how the dollars come together on your operating statement.
Shows cash balances, accounts receivables, fixed assets, taxes owed
and company equity. This is particularly useful to your banker when they
are trying to make a decision about a loan.
They help you understand at a glance, financial data such as monthly
sales trends, expenses, profits, etc.
We can help you draw up a plan of attack for the year. Throughout
the year we can track the progress you are making toward your goals.
PROACTIVE TAX PLANNING & PREPARATION
The best time to save money on your taxes is four to sixteen months
before they are due, and this requires planning. We provide one-on-one
proactive tax counsel to meet your unique personal and business needs.
The typical client benefits the most from expert tax advice in: Year End
strategic planning to help minimize your tax liability; effective and
timely structuring of your personal and business transactions; executive
compensation planning; money-saving self-employment and payroll
strategies; successful retirement and estate planning.