Certified Public Accountant
We provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
Certified QuickBooks Proadvisor
I specialize in training and installation of QuickBooks accounting software. My goal is to teach my clients how to effectively use accounting software to meet their financial accounting needs. Having assisted clients in a variety of industries, and I am proficient in many of QuickBooks most advanced features.
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From start-ups to established enterprises,
businesses rely on accurate and insightful financial information in order to maintain profitability
and capitalize on new opportunities. Our accounting services steer you closer to these goals with
accurate record-keeping and reporting as well as support on financial issues such as initial
accounting system setup, cost-containment, tax planning, investments, and employee benefit and
profit-sharing plans.
These services include but are not limited to:
- General ledger
and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting
system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Personal
financial statements
- Employee benefit and profit-sharing plans
- Corporate tax planning and
return preparation
- Litigation support
We can set up financial reports for your view to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.
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Assurance and Advisory Services
We focus on building close client relationships
that add long-term value. This includes assuring the solidity of financial records, evaluating
financial procedures and working to produce strategies that help our clients face the myriad challenges
of business planning and execution. Our clients benefit from objective analysis to assist in controlling
costs, increasing efficiency, and implementing new technologies and procedures that take advantage of
changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.
These services include but are
not limited to:
- Entity selection and restructuring
- Accounting software selection, implementation, and support
- Financial projections and forecasts
- Debt and finances advising
- Business succession
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We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
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From Section 125 Cafteria Plans to Life & Health Insurance, we are able to provide your employees with the highest level of benefits at the lowest possible costs. Options include self-insuring employee deductibles, health savings accounts, health reimbursement accounts, flexible spending accounts, dual option plans, association plans, carve-outs (mgmt vs. non-mgmt, salary vs. hourly).
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Financial and Retirement Planning
Oue goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, The Capital Group, LLC can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
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Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. I can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
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Professional representation can be vital during an audit, and my experience with tax authorities enables me to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with my firm can put many of your worries at bay. I am ready and willing to answer any and all questions the IRS may be asking of you.
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Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, I can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
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My payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.
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Cash Flow and Budgeting Analysis
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. I can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.
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