Services
Take Financial Control of Your Business
As a small business owner, it is important to focus on the day-to-day operations of your business. What’s more, in order to make informed decisions, it is critical to have access to the right financial information.
With 20 years of small business accounting experience, our firm listens to your needs and responds with services and support specifically suited to you and your company in order to:
- Increase your profitability
- Help you pay the least amount of taxes the law allows
- Avoid unexpected tax notices or ugly surprises
- And, simply help you take control of your business instead of it controlling you
To manage your business profitably you will also need the right financial data, advice and services. This firm provides accounting, bookkeeping, tax, and business counseling you need most. Count on us to listen, give you top priority and respond promptly.
Contact Ron for a complimentary consultation. We look forward to meeting you.
QuickBooks Certified ProAdvisor
Why QuickBooks
QuickBooks is the ideal business accounting software for small to mid-sized business owners. Click here for 10 reasons why you should be using QuickBooks.
QuickBooks Setup
Although QuickBooks is designed for the layman to understand, the initial setup and installation can be tricky. Save hours of frustration by allowing us to setup QuickBooks for you correctly.
Quickbooks Training
Once QuickBooks is setup and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business
QuickAnswers
Employees in your accounting department will find comfort in knowing that the answers to their QuickBooks questions are only an email or phone-call away. Email and telephone support prevents many wasted hours of aggravation and embarrassment
Our professional services are available to assist you. Call for an appointment and let’s get your business running smoothly.
Why QuickBooks
10 Reasons Why You Should Use QuickBooks
QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here’s 10 reasons why you should be using QuickBooks.
- You save time on bookkeeping and paperwork because many of simple bookkeeping tasks are handled automatically making it easier to run your business.
- You can easily generate the reports with the information you need, so you always know where your business stands. You instantly know whether you’re making money and whether your business is healthy.
- You save money because QuickBooks is so affordable. You can use it to run a $5 million or a $25 million business for a few hundred bucks. PC accounting software is truly one of the great bargains in business.
- Your business can grow with QuickBooks. QuickBooks will help you design a business plan to use when trying to secure a small business loan or line of credit or to plan for the future. QuickBooks will create a projected balance sheet, profit and loss statement and statement of cash flows in the format recommended by the U.S. Small Business Administration.
- You can customize QuickBooks to work the way you want. QuickBooks is specifically designed to be flexible and adaptable to a wide range of small businesses. To broaden its appeal, QuickBooks has recently added customized accounting packages for Contractors, Retailers, Health Care Professionals, and Non-Profit organizations.
- You can rest assured knowing that QuickBooks is a stable, reliable and proven product. Hundreds of thousands of small businesses throughout the world have chosen QuickBooks as their accounting software. You can’t go wrong with a software program with such an extensive installed user base.
- You save typing time and errors by sharing data between QuickBooks and over 100 business applications. You can even share data with popular programs, such as Microsoft Excel, Word, Outlook and ACT.
- You will get paid faster with QuickBooks online payments. E-mail an invoice or statement and with QuickBooks Online Billing, your customer can easily pay you with a credit card or bank account transfer. No more waiting for the check in the mail!
- You can easily accept Credit Cards. With QuickBooks Merchant Account Service, you can accept credit cards with ease. QuickBooks Merchant Account Service is the only credit card acceptance service integrated with QuickBooks software, which means you don’t have to enter the same data twice. No additional software or hardware is required. Your customers can use Visa, MasterCard, or American Express.
- You can pay your bills and bank online. Setup your current bank account in QuickBooks, and you’re ready to pay your bills without licking envelopes, sticking stamps, or printing paper checks. Just write checks in QuickBooks as you normally would, then click a button and your participating bank does the rest! Pay anyone in the U.S. from your credit card companies to your pizza service. Online Banking also lets you download your monthly statement from your participating bank directly into QuickBooks for easier reconciliation.
QuickBooks Setup
Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.
All information necessary to setup manual accounting records is also necessary to setup and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.
Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?
An expert can easily answer all of these questions and complete the initial Setup and Installation in a timely manner. In addition, your accounting employees receive training on the accounting software to enhance their performance.
How much does it cost? We first want to find out a little more about your business and your accounting records before we quote you an exact price. Rest assured that we work with many small business owners and our rates are designed to fit the budgets of our clients.
As with any accounting software program, installation and training take time – time taken away from managing your business. Here’s a short list of the services we provide during your QuickBooks setup:
- Study and evaluate your software and accounting needs.
- Recommend software and hardware requirements.
- Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
- Determination of your QuickBooks starting date
- Loading your chart of account and balances as of that starting date
- Preparation of a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes
- Entering your outstanding accounts receivable and accounts payable details as of your starting date
- Entering your ending statement bank balances and outstanding checks & deposits in transit as of your starting date
- Printing a trial balance as of your starting date and comparing it to your trial balance from your old system
- Entering your transactions since your starting dates into QuickBooks
- Train client or client staff in use of software to meet their accounting, management and tax needs.
Ongoing Services:
- Follow up training to ensure the client is “on the right track”.
- Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.
Business Client
Business Counseling is our primary emphasis of all the services we offer.
We will analyze and evaluate your financial position by assisting you in generating reports for management to make critical business decisions on an on-going basis.
We will assist in the interpretation of your financial records and reports to help improve your profitability.
We will analyze your expenses to help you see your costs relative to sales and give important insight to preserve profitability and suggest new procedures or programs to uncover additional opportunities.
A personal discussion of your financial statements or other business matters is also available.
Small Business Accounting
Monthly Reporting
We offer simplified monthly reports and statements to provide a quick and accurate picture of your business activity.
- Monthly Operating Statements. . .
Presents your monthly breakdown of sales, cost of sales and expenses; also called a Profit and Loss Statement. - Balance Sheet . . .
Summarize your total business assets, liabilities and net worth at a given point in time so you can make decisions about capital expenditures or how to improve profits. - Bank Reconciliation . . .
Careful comparison and proof of your bank account statement with your checkbook balance each month to ensure you are working with the correct total. - General Ledger Report . . .
A record of the dates, check numbers, payees and amounts of all expenses within each of your business accounts. Whether you prepare your records by hand, or using one of the computerized accounting systems, this report will provide you with the assurance that your reports have been properly prepared.
Individual Client
We make it our business to listen to your needs.
It is our priority to focus on your unique tax, accounting and consulting needs, by providing personalized solutions.
Tax Services
We offer comprehensive income tax services for our individual clients including:
- Annual income tax return preparation
- Electronic filing and direct deposit
- Quarterly estimated tax payment preparation, if necessary
- Mid-year and year-end tax planning and strategies
- Fiduciary, gift and estate tax returns
We have experience in a number of income tax issues including, but not limited to:
- Small Businesses (Schedule C and Schedule K-1)
- Rental Properties (Schedule E)
- Stock Transactions (Schedule D)
- Like-Kind Exchanges (1031 Exchanges)
- Sale of Personal Residence
- Sale of Investment Properties
Tax Planning
Our firm continuously monitors federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.
Retirement Planning
It is never too early to start planning for retirement. We can analyze your projected income and expenses. We also have a network of professionals who can guide you with investment funding techniques to help make sure your golden years meet your expectations.
Estate Planning
Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.
Contact us today.
Tax Services
We are a full-service tax office.
We provide comprehensive tax planning and preparation of all tax returns. . .
…federal, state and local taxes, property tax and unemployment taxes…
We prepare whatever is necessary to save you time, protect your interests, and present for your review prior to the filing date.
It is our priority to help bring you peace of mind regarding your taxes and financial issues.
Do you have a tax question or concern? Contact us for an appointment. We are here to assist you.
For best service, we suggest meeting in June or July for a mid-year tax review and planning session. This is recommended to best prepare for your next tax season.