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Do
you know what an Accountant should do for you?
Your
Financial Guide
An Accountant serves as your business and financial guide to assist you in…
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Paying the lowest
taxes possible
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Investing to earn
satisfactory yields
-
Satisfying
record-keeping and report filing requirements
-
Solving business
problems
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Using financial
and audit reports to make sound business decisions
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Achieving the
maximum profit from your business
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Planning your
estate to achieve your wishes and to reduce tax costs
Tax
Planning & Preparation
Your accountant prepares all required tax returns to
assure that you are paying no more taxes than necessary.
Throughout the year, your accountant monitors tax law changes that will
affect you, recommends tax saving strategies, and serves as your advocate in tax
matters.
Financial Services
Your accountant can provide you and your business with a full range of financial
advisory services.
Investment Review
& Implementation
Your accountant acts as a sounding board for your investment ideas and suggests
the best structure to maximize your after-tax return.
Record Keeping
& Reports
Your accountant designs accounting systems to fit your business and personal
financial affairs. Your accountant
also prepares payroll reports, journals, general ledgers, reports to state and
federal agencies, and other financial records and reports.
Business Problem
Solving
As you start your business, your accountant helps you select the proper
organizational structure and can assist you in securing adequate financing. Your
accountant works with you and your banker, lawyer, insurance agent, and other
advisors to solve your business problems. You
receive assistance with loan applications, pricing, credit policies, cash flow,
cost controls, and your other business needs.
If you have a financial problem your accountant can’t solve, you’ll
be directed to a specialist for assistance.
Financial Statements
Your accountant can prepare or supervise the preparation of your financial
statements. Helping you to use the
statements in managing your business and increasing your profitability is an
important aspect of an accountant’s service to you.
Financial &
Estate Planning
Your accountant is your financial consultant, working with you to increase your
net worth, then planning with you to minimize estate taxes.
A total program including an analysis of net worth, investment review,
family gifting, trusts, retirement planning, and family business transfers, is
available to assist you in maximizing benefits for you and your heirs.
Other Services
Your accountant can give you help in other areas, too:
- Accounting software selection
- Accounting
software set-up & installation (QuickBooks, Peachtree, etc.)
- Accounts Receivable assistance
- Business sales and acquisitions
- Business succession planning
- Business expansion
- Business valuations
- Financial projections
- Budget preparation
- Goal setting
- Retirement planning
- Pension and profit sharing plans
- Employee benefits
- Insurance review
- Health insurance
- Life insurance
- Tax shelter analysis
- Lease vs. Buy decisions
- Office systems and controls
- Inventory control systems
- Equipment purchases and sales
- Real Estate sales and acquisitions
- Computer selection and use
Put
An Accountant On Your Team
Accounting is more than just numbers…
- Independence
- Integrity
- Confidentiality
- Experience
- Service
- Sound Financial Advice
- Technical Competence
- Communication
When you need an Accountant, give us the opportunity to serve you.
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We have an experienced staff and consultants to meet your business
needs.
- Evening and weekend appointments available to meet your needs.
- Our office is located at 6453 South Orange Avenue, Suite 4,
Orlando, FL 32809.
- For more information about our services or to arrange an
appointment, call (407) 850-9000.
Complete Small Business Services
“Let us be
your financial guide”
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