Enrolled to practice before the Internal Revenue Service
Drawing from my over 30 experience in accounting, tax services and small business, I provide a wide range of services for businesses and individuals in a variety of industries. I strive to meet each client's specific needs in achieving their goals in an ever-changing financial and regulatory environment and planning for the future. My professional services include: both current and past due tax return preparation for businesses and individuals.
QuickBooks Set-up and training
Tax Audit Representation
Business Planning
Tax Planning
General Small Business Consultation
Payroll Tax and Sales Tax assistance.
I guide my clients through the complex array of tax planning and preparation decisions. Together we find which strategies minimize your tax liabilities, maximize your cash flow and keep you on track toward your financial goals. My expertise, allows me to optimize financial opportunities to be found in existing as well as recently enacted tax laws. My philosophy is to treat each client as if he or she is my only client. I offer guidance in business entity selection and explain the pros and cons of each. If you or a “friend” has past due tax returns, we can work out a plan that will get you caught-up without destroying your budget. If in the end, you owe more tax (Income or Payroll Taxes) than you can reasonably pay, I will file an “Offer in Compromise” on your behalf with the IRS. Past due taxes? I can help you work out a plan with the taxing agency.
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From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. As a Small Business consultant, I can steer you closer to your goals with accurate record-keeping and reporting as well as support for financial issues such as initial accounting system setup, cost-containment, tax planning, and employee benefit cost analysis and overhead application.
These services include but are not limited to:
- General ledger and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
- Payroll processing consultation
- Cash flow budgeting and forecasting
- Personal financial statements
- Corporate tax planning and return preparation
- I can set up financial reports for your review to streamline your business and save you valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.
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I focus on building close client relationships that add long-term value. This includes ensuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help prevail over the myriad challenges of business planning and execution. My clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, and tax law.
These services include but are not limited to:
- Entity selection and restructuring
- Accounting software selection, implementation, and support
- Financial projections and forecasts
- Debt and financial advising
- Transaction structuring and negotiations
- Business succession
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For businesses, I can assist with smooth succession of ownership to family members, if so desired. My role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
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Financial and Retirement Planning
I can be a valuable member of the team that affords you opportunity to achieve your financial goals and maintain financial independence through a comfortable retirement. I assist you with the decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. The road to retirement is a long one and I can help you to take the proper steps to reach your goals.
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Professional representation can be vital during an audit, you should never consider representing yourself. My experience with tax authorities enables me to represent my clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation I provide can keep many of your worries at bay. I am ready and willing to answer any and all questions the IRS may ask of you. Call me as far in advance of your scheduled audit date as possible. I will meet with you and we will design a strategy to make the process as painless as possible. Everything you say to the Auditor can and will be used against you.
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Accurate record-keeping is essential to a successful business, yet can also be complicated and time consuming. I can help you interview, hire and train a bookkeeper. The bookkeeper is who is responsible for your organization's day-to-day tasks, recording transactions, and reconciling the bank statements so that you can focus on your core business. Do NOT make the mistake so many entrepreneurs make and hire an unqualified friend or relative for this key position in your company. A bad bookkeeper can cost you thousands of dollars in additional taxes and accounting fees to cleaning up their messes.
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Entity Selection and Restructuring
The business entity has a large impact on your taxes, other liabilities and even your opportunity for success. From your company's inception through its growth and development, I can assist you in choosing an entity type and later restructuring, if advantageous. With my knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs. The state in which you form your business is also material to your tax picture. Avoid jumping to conclusions based on advice from your bartender or brother- in- law. Check it out, consider all the consequences. It is expensive to dissolve and reform business entities if you make the wrong selection.
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QuickBooks Accounting Help and Assistance
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 help you use it more efficiently and more effectively.
I offer the following solutions to help meet your QuickBooks needs:
Personal Training- I train you personally! Either one-on-one or several individuals within your organization at your company's location.
Installation- I install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.
Setup- I assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. I 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.
Support- My QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, my support is not limited just to the software; I can also provide accounting and payroll assistance.
Review- 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 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 re-classifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
Consider an Annual QuickBooks check. Avoid basic mishaps before they make their way on to your tax returns or cause you to make a bad decision.
Have you heared of Hosted QuickBooks Service?
Call Bryan McJunkin
CBO Networks
423-629-9500 ext 101
BryanMc@CBONetworks.com
Request information about QuickBooks Accounting Help and Assistance below
As technologies rapidly advance, companies increasingly need to update their computer systems. I can assit you with analysis of your system competencies and help you gauge upgrade needs. I can refer you to qualified Microsoft and /or Dell partner who will provide support in choosing and implementing new hardware or network systems. As experts in this field, they can resolve your computer problems as well as improve your computer system's performance taking into consideration any budget you may have.
Call Bryan McJunkin
CBO Networks
423-629-9500 ext 101
BryanMc@CBONetworks.com Also ask Bryan about Hosted QuickBooks servcies.
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Through one of QuickBooks payroll systems, I can assist you in establishing payroll services and can help you reduce the time spent on administration through developing and implementing a computerized payroll system. Payroll report processing, timely payment and preparation of tax returns is essential. It you do not have a staff member dedicated to payroll processing, you should consider utilizing an outside payroll service. One or two late filing penalties or paying an accountant's fee to clean up errors can more than pay for an outside payroll service.
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Cash Flow and Budgeting Analysis
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. With my help and guidance, you will always be on top of your finances and ready for the future. These services are above and beyond the daily nuts and bolts tasks that must be performed. If you plan to grow or reap optimal profit from your current operation, you must know your money and what you are going to do with it before it comes in. Do not to take the easy form of management when a proactive form of management can be so much more rewarding.
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Financial Projections and Forecasts
No one can predict the future perfectly, however working together we can all benefit from planning. My expertise and experience with our understanding of your business can produce financial projections that can help you manage your business plan and spending and growth. Forecasting for the future is imperative to your company's success. Depending on your needs, my service can range from top-level reports to detailed financial models. This is an example of how we can produce high level product / results for a fraction of the traditional cost.
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Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, I can help. I provide professional know-how to help you successfully structure and negotiate the deal. Analysis and due diligence to determine a fair asking price,(utilizing a CVP) pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With my assistance, you can make the right business decisions for your business for optimal success. Good rule to remember: If it looks too good to be true, its probably not true. If it is a good deal today, it will be a good deal a few days later after you have had time to think about it. Remove as much emotion as possible from your business deals.
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Whether you are borrowing for business or personal reasons, my professionals can assist you in sorting out the different options available for debt management and financing that will 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, you may be able to save money and/or lower your payments. Borrow as little as possible as seldom as possible. Never borrow without a payback plan based on facts, not wishes.
