Value Added Services
I am somewhat unique in that I offer my clients the ability to
choose their own ideal set of value added services. This allows you to control your costs and your businesses financial future.
I would be happy to work with you either on a per hourly basis or quote you a fixed price on your chosen package.
With a fixed price agreement you have the benefit of calling any time (during normal business hours) with questions or advice knowing you will not be receiving an additional bill from me for the phone support.
I prepare your sales tax returns:
- Ensure proper compliance.
- Eliminate filing penalties and errors.
I prepare your payroll, maintain all records and file all required reports:
- Ensure your wages are paid correctly.
- Ensure your tax obligations are met.
Review and reconciliation of banking transactions:
- Verify integrity of cash disbursements journal.
- Verify cash position.
Review and reconciliation of customer/vendor accounts:
- Verify integrity of your balance sheet.
- Implement appropriate collection or payment procedures.
I set up reporting to:
- Identify and track “Key Performance Indicators”.
I evaluate your current processes to:
- Help identify possible weaknesses.
- Ensure transactions are being properly recorded.
I prepare the level of financial statements required for your business and/or purpose:
- Engagement letter required.
- Management letter required.
I prepare and help you interpret your cash flow:
- Prepare projections.
- Cash management strategies.
Annual review of financial position:
- Review loans and leases.
- Review assets and A/R
I maintain accurate and complete depreciation records:
- Take advantage of depreciation tax planning.
- Implement an equipment replacement plan.
I prepare your Federal and State payroll reports:
- Make sure reporting requirements are met.
- Eliminate non-compliance penalties.
Menu Of Value Added Services
For more information on these services, click on the associated boxes below, fill out your information and click submit. I will email you with more details on the services you have requested.
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