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By combining our experienced personnel and today's
computer technology, we can offer you quality services that fulfill your tax and
accounting needs. We'd be glad to assist you even if those needs are on a
temporary basis. Following are services we
offer:
Tax
With tax laws that are constantly
changing, our personnel are required to attend Continuing Professional Education
(CPE) classes to stay current on those changes. Entity types that we process tax
returns for currently are:
Individuals C Corporations S
Corporations Partnerships LLC/LLPs Non-profit Organizations Estate
and Gift Tax Fiduciary and Trust
We have filed federal electronic tax
returns since the technology was available and have recently added the ability
to file the state return as well. Because of the constantly changing tax issues,
it may be a good year to do some tax planning before year end. If we can help,
please let us know.
Auditing & Financial Statement
Preparation
Third parties relying on your financial statements
often require an audit for assurance. In order to conduct an audit, we examine
your company's financial statements in accordance with generally accepted
auditing standards. An audit requires us to examine internal controls and to
complete substantial testing of the information underlying the financial
statements. We then document our opinion as to whether the statements are fairly
presented in conformity with generally accepted accounting
principles.
Many financial institutions do not require a full audit and
will allow a lesser version for their needs. Compilation and review statements
are available for those cases and cost less than an
audit.
Accounting
Many of our customers require
periodic financial statements to keep track of their business needs. We offer a
variety of services in this area.
Business accounting includes
reconciliation of bank statements and preparation of compiled financial
statements. As well as the statements, they receive a printout which includes
the registers and general ledger their financial needs require. This service is
offered on a monthly, quarterly or annual basis.
Simplex is our
version of simple cash accounting. Checks and deposits are coded as they are
written. We receive the client's bank statement directly from the bank on a
monthly basis and our data-entry personnel use those codes to supply the client
with a trial balance, check and deposit registers and a general ledger. This
way, when the client receives their bank statement, their accounting is already
completed for the month. This service is very popular with our agriculture
clients who would rather be on a tractor than behind a desk.
Client
Bookkeeping Solutions (CBS) is a modulized Windows accounting program. It
allows the customer control over the day-to-day accounting needs of the business
while leaving the month end/year end financial preparation in the hands of the
accountant. The basic module, CheckWriter, allows check printing and register
reporting while taking care of data entry in the background. Optional additional
modules include Paycheck (calculating payroll module), Accounts Payable and
Accounts Receivable. Our job is to assist in the setup and maintenance of the
system as well as handling the financial statement preparation and payroll
reporting needs.
Payroll
We have customers that only
want help at year end with the filing of their information returns (W-2s and
1099s). Other customers want our assistance with calculating and writing the
payroll checks as well as handling all payroll reporting needs. Our firm offers
payroll services based on the needs of the client. Just let us know how much you
want us to handle for you.
NetClient
NetClient
(Portals) is a new service we are implementing for our clients. NetClient is a
client portal service - an ultra-convenient and SECURE way for the
transfer of data and information between the client and the accountant. In this
private and secure area of our website, the client can access his or her own
portal 24/7. The portal service is available by request only.
NetClient
offers our clients continuous connectivity to our firm and the services we offer
using the speed of the Internet. Individual services that are available within
the portals:
File Exchange - Email, mail and hand delivery
are currently the usual ways to get data between the accountant and the client.
While hand delivery is secure, email is not. And email is limited as to the size
of a file that can be transferred. The file exchange area of the portals is
fast, secure and allows larger sized files for transmission.
Document
Presentation - This service allows you to have your own personal file
cabinet of financial and tax documents available 24/7.
Remote Payroll
Entry - This portion of the portals is for fast and efficient payroll
data exchange with our clients.
Remote Payroll Check
Printing - This offers our clients the convenience of printing their
payroll checks in their own office. No more waiting for the postman to deliver
them.
If you have ever entered your account number and password on the
website of a bank or investment firm to gain access to your personal account
information, you have accessed a portal. NetClient enables us to provide this
same extraordinary level of service and convenience to our clients. Using
NetClient is as simple as accessing our website, clicking on the "clients only"
link, and entering your personalized ID and password. NetClient private portals
enables us to provide you with the most advanced online services available.
Note: To view and print NetClient documents you will need Adobe Acrobat
Reader® which can be downloaded free from their website.
Click here to see a Flash demo of NetClient |