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Services

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:

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


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