ACCOUNTING SERVICES

Compilation

Review

Audit

Bookkeeping

Payroll

Cash Flow Projections

Spreadsheet Analysis

Accounting System Consulting

Information reporting

Business Valuations

Forensic Accounting

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Compilation                                                

This service consists of an accounting compilation as defined by the AICPA.  A compilation means that my firm takes the financial information from you, the client, and put it into the form of financial statements.  The accuracy of the financial information  is always the responsibility of the client.

For more information please click here to learn How to contact me via e-mail and send me an e-mail.   Please include information for my firm about your company, who you are, what your needs are etc.  

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Review                                                          

A review consists of reviewing financial statements to ensure they are presented in accordance with generally accepted accounting principles.  Also included in review procedures are certain analytical procedures.  Analytical procedures help to identify trends or possibly areas in the financial statements which may be presented incorrectly.  The responsibility for accuracy of information is always the clients'.

For more information please click here to learn How to contact me via e-mail and send me an e-mail.   Please include information for my firm about your company, who you are, what your needs are etc.  

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Audit

Bookkeeping

Bookkeeping services consist of journalizing financial transactions so financial statements can be prepared.  The transaction information must be gathered from the client by my firm and then journalized.

For more information please click here to learn How to contact me via e-mail and send me an e-mail.   Please include information for my firm about your company, who you are, what your needs are etc.  

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Payroll

Payroll services consist of preparing payroll for clients and preparing paychecks, preparing quarterly and annual reporting of payroll information returns.  The actual remittance of payroll tax deposits are made by the client.  The firm's responsibility is to show the client how much to remit, etc.

For more information please click here to learn How to contact me via e-mail and send me an e-mail.   Please include information for my firm about your company, who you are, what your needs are etc.  

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Cashflow Projections

Cash is king for small businesses.   You must not only be able to sell your services, and perform them, but you must also be able to collect from your customers!  Lack of cash flow is probably a leading factor for failure of small businesses.  

The goal of performing cash flow projections in small businesses is to attempt to anticipate times when shortages will occur.  By doing this in advance, the business can arrange alternative financing sources before they are actually needed so that they can continue smooth operations even during periods of cash flow shortages.

For more information please click here to learn How to contact me via e-mail and send me an e-mail.   Please include information for my firm about your company, who you are, what your needs are etc.  

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Spreadsheet Updating/Analysis

Some businesses, large and small ,may from time to time run into a need for having some spreadsheet analysis, but may not have the time to do it themselves or with their current staff levels. Rather than go without the analysis, a business may turn to me to help out with the spreadsheet preparation, updating and or analysis.  

I may be able to provide this service over the internet.  You e-mail me and attach the file to the e-mail.  The e-mail will contain the instructions from you so my firm knows what is to be done.  Also, a contact at the client will be obtained so if questions come up by my firm when completing the spreadsheet, we can get the answers quickly and get the work done right the first time!

For more information please click here to learn How to contact me via e-mail and send me an e-mail.   Please include information for my firm about your company, who you are, what your needs are etc.  

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Accounting Systems Consulting

This service includes helping the client to choose an appropriate system for maintaining its books and records.  The type of system will depend on what the client needs are, what resources the client is willing to apply to the system and what the client expects to get from the system.  

For more information please click here to learn How to contact me via e-mail and send me an e-mail.   Please include information for my firm about your company, who you are, what your needs are etc.  

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Information Reporting

This service inlcudes assisting the client achieve its requirements relating to information return reporting to the IRS.  Examples of information returns are:

         1099 preparation

          W-2 reporting

          1098 reporting

My firm can help ensure that your business meets its information return requirements each year.  

For more information please click here to learn How to contact me via e-mail and send me an e-mail.   Please include information for my firm about your company, who you are, what your needs are etc.  

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Business Valuations

Business valuations are performed for a variety of reasons.  My firm can perform a business valuation as a calculation engagement or as a business valuation engagement.  A calculation engagement is less than a full business valuation and can have different results than a business valuation engagement, but will cost less.  Business valuations require more work than the calculation engagement and may give a more accurate value of the business.

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Forensic Accounting

Forensic Accounting is another term for fraud examination.  Fraud is becoming more prevalent in organizations.  In the current economy, the likelihood of an organization having fraud take place is greater.  Perpetrators have greater pressures in tougher times. 

The best way to tackle fraud is to have a comprehensive approach in place to prevent, detect, investigate and resolve fraud.

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