My firm offers a wide range of services to individual and business clients. Because my firm is relatively small, my clients benefit by getting personalized, quality service. Below I have listed the services that I offer to clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service I provide, I will be more than happy to refer you to a qualified professional.
My professional services include:
At C.A.T.S., my significant investment in computerized tax preparation and research software enables me to accurately and efficiently prepare returns for various types of entities including individuals, small corporations, partnerships, and not-for-profit organizations. I guide my 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. I am knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. My accounting consultation services steer you closer to these goals with guidance on accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning.
These services include but are not limited to:
My goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. The road to retirement is a long one and I hope to help you to take the proper steps to reach your goals. I am not a Finance Planner but can assist you in finding a resource best suited to your needs.
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. I don't just help you use the software, I can help you use it more efficiently and more effectively.
C.A.T.S. offers the following solutions to help meet your QuickBooks needs:
I can assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. I can also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
My QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. I also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business.
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 the most advantageous entity type for the functions your business performs.
As technologies rapidly advance, companies increasingly need to update their computer systems. I can review your system competencies and gauge upgrade needs. I can suggest companies to support you in choosing and implementing new hardware or network systems.
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. I can help you analyze your spending, re-balance 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.
No one can predict the future perfectly, but we can all benefit from planning for it. I combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success.
Whether your needs are corporate or personal, I can assist you in sorting out the different options available for debt management and financing that might lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, my expertise may be able to save you money and/or lower your payments.