Services

Accounting

I use the latest financial accounting software which can be tailored
specifically for your needs. From your monthly transactions, I can provide
you with an array of financial statements and statement of cash flows.
We reconcile your cash balances and I prepare a compilation report with
each quarterly financial statement that I issue. In addition, each quarter I
will graph key indicators for operational performance.

Payroll Services

With our interactive accounting system, payroll reporting is quick and
accurate. I know from experience that this can be a major problem. We
can provide you with the payroll information for your employee paychecks
or we can take the information from your payroll service and/or system
and do your quarterly and annual reports and W-2's.

Tax Preparation

INCOME TAX PREPARATION
All of our accounting is integrated which means that accurate tax
planning can be done throughout the year. Changes in your financial
performance and tax law can be immediately evaluated to minimize tax
effects to your business.

SALES TAX
We provide you with the monthly information necessary to make your
prepayment deposits and we prepare your monthly/quarterly sales tax
returns.

PROPERTY TAX
Because we track all of your fixed assets, we can compute and prepare
your annual unsecured property tax return with accuracy that can save
you time and money.

Business Plan

The business plan will begin with the goals and objectives of the
business. It will describe the management and the expertise of each
member of the team. The plan will discuss the product or products and
the marketing strategy associated with them including; pricing, selling
tactics, customers, competition and risk. The manufacturing processes
will be described and the costs to manufacture the product or products
will be computed. From the information gathered above, the financial
projections, cash-flow projection, and break-even analysis will be
developed to provide a complete picture of what the new company can
be expected to provide the owners.

Throughout the year, I am committed to
respond quickly to your questions and needs
and bring to you suggestions for ways to
improve your operations. It is my intent to
develop a strong working relationship with
you and your staff. I will meet with you
periodically to discuss the operations of your
organization, the growth, needs and other
items of interest and I will keep you apprised
of current developments that affect your
organization

Professional Fees
My policy is to estimate fees that are
competitive. Cost is an important
consideration and my pledge to you is to
perform each task with your dollars in mind.
For your protection, I will give to you a quote
outlining the fees and the services which you
can expect to receive.
It is my philosophy that ongoing consultation
in connection with accounting matters is an
essential role as a business advisor to my
clients; therefore, I do not charge clients for
advice that is given during routine telephone
calls.
If a question involves research or other more
extensive services, I charge $175/hr for work
performed. If such a project arises, an
estimate of the cost for the project will be
discussed with you in advance.