"Controller" Services Not all businesses have the need for a full-time degreed accountant. I can assist your bookeeper in recording transactions in your computerized in-house accounting system (see Software Support below), then at month-end check over the balances and advise on necessary adjustments. We can then go over the financial statements to see how you are doing and talk about important financial decisions facing your business.
Management Consulting Services Does your company have a strategic plan? If so, how do your day to day activities match up with that plan? We are all in business to reach certain goals: growth, profitability, service, wealth creation, etc. I can assist you in monitoring current acitivities or implementing new ones to reach the goals of your strategic plan.
Business Advisory Reports This is a web-based tool that has been developed to take your financial statement information and translate it into a narrative, plain-language report that highlights the areas of your business which are strongest and those which may need improvement, while outlining an action plan for reaching your financial goals. With my subscription to this service, I can produce these reports for you regularly as a value added service.
Tax Planning Once it's time to prepare your tax returns, it's usually too late to try to be proactive in determining what the outcome will be. I can stay in touch with you throughout the year and keep you abreast of your current year tax situation so that you are not caught off-guard in April. We can also do some planning to take advantage of any tax breaks under current legislation.
Accounting Software Support I am a Premier Advisor with Sage Accountants Network, the current developers of Peachtree Accounting software. I offer technical support with the Peachtree program as well as assistance with recording transactions. If your accounting system is not currently computerized, I can install Peachtree and train your staff on using it, and get you up and running to have valuable financial information at your fingertips. I am also well versed in BusinessWorks and QuickBooks accounting programs and can advise on getting the maximum utilization out of these products.
Tax Preparation As a routine task, I will prepare your year-end tax returns for your business. As a closely held business, your personal taxes will be substantially impacted by your business. It is critical that we take a big-picture approach to your business and personal taxes.
Audit Representation I can represent you before the IRS, state, and local taxing authorities in case you are selected for examination. This is never a pleasant prospect, so I can defend your position on your behalf so you can run your business without having to be concerned. Since I am involved with the planning and preparation stages, I have had very favorable results under examination.
Management Coaching & Employee Training This is a new service I would like to offer that is still in its development stages. I keep abreast of a wealth of information and techniques on leadership, time management, customer service, sales, and personal development. Ask me about this value added service for your organization.