QuickBooks Training and Implementation Financial Reporting and Consulting Tax Services
QuickBooks Training and Implementation We are Certified ProAdvisors in QuickBooks 2012, 2011, 2010, 2003 and Enterprise Solutions v12 and v11 and can implement, train and assist you with other add-ons, such as payroll or accepting credit cards, all designed to help your company operate more efficiently and effectively. Our intent is to train you to become independent and capable of eventually using QuickBooks without our assistance. We offer individual or classroom training and can save you up to 30% on the purchase of QuickBooks software.
Financial Reporting and Consulting Our firm offers a wide-array of reporting, such as compilations, reviews, special engagements, and agreed-upon procedures. We also assist in consulting, such as incorporating or acting as “controllership”. See more details under the Services section.
Tax Services Our firm offers extensive tax preparation, tax planning, and representation services for individual, corporate, fiduciary, nonprofit, and other entities. We possess over 17 years of tax preparation expertise, including three years with a Big Four accounting firm.

Financial Reporting and Consulting

Financial Reporting:

Our financial reporting services include the following:

  • Compilation reports - Report on your financial statements that states the finanical statements shown are prepared by you (the client) and not the CPA. It provides no level of assurance that the financial statements are prepared in accordance with GAAP.
  • Reviews - Report on your financial statements that states the finanical statements shown are prepared by you (the client) and not the CPA. It provides a limited level of assurance that the financial statements are prepared in accordance with GAAP. The procedures used to prepare this report are generally inquiries and analytical procedures. It is a higher-level report than a compilation, but lower-level of assurance than an audit, which we do not prepare.
  • Agreed-upon procedures and Special engagements – Special procedures that can be in the form of a compilation report or review report . It can also be an examination of certain items, financial or non-financial, historical or prospective (budgeted). These reports can be on such items as, but are not limited to; 1) inventories, 2) compliance with specific laws, contracts, and grants (such as loan covenants and lease agreements), and 3) calculation of square footage in a commercial building.


Consulting:

Our consulting services consists of business and management advisory consulting.

Business and Management Advisory Consulting

The business/management advisory consulting services area consists of the following services:

  • Business Incorporation. This service consists of identifying the needs of the start-up business, as well as the tax and legal implications of the various ways of incorporating or not incorporating. Once the needs and goals have been identified, we can process all the required forms with the state and taxing authorities to assure your business is structured as intended and complies with all governing bodies. This includes filing incorporation papers with the state, any necessary forms with the IRS, as well as filing payroll and other tax forms with the state and governing regulatory agencies to get you started.
  • Establishing Accounting Procedures and Controls. Whether you are a new business or an existing one, we can assist your company by establishing proper accounting procedures and controls or improving existing ones. Good procedures and controls can help promote efficient use of time, improve record-keeping and data gathering, and reduce the chance for theft or fraud, which can impact overall profitability of your company.
  • Miscellaneous Business and Management Advisory Services. Miscellaneous services include: cash flow planning, loan proposals, personnel needs and search, and business plan development.