|
We
provide a broad range of services to help clients
secure a sound financial future. In addition to
the core services listed below, we provide customized
services to address our clients in the manufacturing,
service and not-for-profit industries.
Our
services are very comprehensive. Call for a free
evaluation of your tax, accounting and general business
needs. Compare the difference between what you're
presently doing and what we can do for you. These
are some of the standard services we provide.
Small Business Accounting
Services:
We offer the full range of other
accounting services to help keep your business running
smoothly. Our bookkeeping services include Monthly
Operating Statements, Bank Reconciliations, Payroll,
Audit Trails, Balance Sheet, Financial Graphs and
Budgets. We realize that most small businesses can
not afford a full-time accountant but still need
the expertise at times. We are there when you need
us!
Return to the list of our
services
Monthly Operating Statements:
These give you a monthly look at
where you stand so you can act on a problem or seize
an opportunity before it's too late. Every month
we look at your financial picture so we can alert
you to those areas that need your attention. Watching
your bottom line can often help improve it.
Return to the list of our
services
Bank Reconciliations:
We prove out your bank balance
every month and advise you of any bank charges,
bank errors or arithmetic mistakes on your part
so you know exactly how much cash is available for
spending.
Return to the list of our
services
Payroll Registers:
These records on each and every
employee are required by law and help us to prepare
your payroll tax returns.
Return to the list of our
services
Audit Trail:
A record of transactions is printed
out for you in case of an audit. The format is arranged
so you can use it to understand in more detail how
the dollars come together on your operating statement.
Return to the list of our
services
Balance Sheet:
Shows cash balances, accounts receivable,
taxes owed, etc. This is particularly useful to
your banker when he is trying to make a decision
about a loan.
Return to the list of our
services
Financial Graphs:
They help you understand, at a
glance, financial data such as monthly sales trends,
expenses, profits, etc.
Return to the list of our
services
Budgets:
We can help you draw up a plan
of action for the year. Throughout the year we can
track the progress you're making toward your goals.
Return to the list of our
services
Proactive Tax Planning:
The best time to save money on
your taxes is four to sixteen months before they
are due, and this requires expert planning. We provide
one-on-one pro-active tax counsel to meet your unique
personal and business needs. The typical client
benefits the most from expert tax advice in: Year-end
strategic planning to help minimize your tax liability;
Effective and timely structuring of your personal
and business transactions; Executive compensation
planning; Money-saving self-employment and payroll
strategies; Successful retirement and estate planning.
Return to the list of our
services
Tax Return Preparation:
We provide accurate on-time year-end
tax returns utilizing pro-active tax strategies
described above.
Return to the list of our
services
Incorporation:
Incorporation of your business
is our specialty. Included with the start-up and
formation of your business is the incorporation
of your business into a C Corp, S Corp, or an LLC.
This is surrounded with many important decisions
and financial commitments. The tax effects can be
dramatic without careful consideration and thoughtful
planning.
Return to the list of our
services
IRS Audit Representation:
As a valued client we will be available
to you in dealing with the IRS and other taxing
authorities. We will represent you and assist you
in preparing for audits and appeals conferences.
We also provide expert counseling on technical tax
issues, penalty assessments and negotiations to
resolve payment of tax deficiencies.
Return to the list of our
services
Personal Financial Planning:
We work with our clients in the
areas of investment strategies, tax planning, risk
management and asset preservation to maximize growth
but limit tax consequences. We ask the question
"Where do you want to be financially"? And then
review their retirement, business, education and
other needs to be certain their goals are attainable.
Return to the list of our
services
Financial Planning For
Business Owners:
As personal financial planning
advisors, we help business owners make the right
financial planning decisions by analyzing their
overall financial and tax situations, helping them
devise estate plans and plans for retirement, and
assisting them in risk management, insurance planning,
and developing investment philosophy, among other
things.
Return to the list of our
services
Business Planning:
Establishing short-term and long-term
goals and effective methods of achieving them is
essential to successful business management. Our
Firm can assist you in developing a comprehensive
business plan that will help you identify and achieve
your goals.
Return to the list of our
services
Consulting Services:
Our most important goal is to assist
you and your company in increasing after-tax profitability.
The close working relationship we share with our
clients gives us a better understanding of their
overall financial goals. We offer a broad array
of valuable consulting services including: cash
management, risk management (insurance), financing,
business valuation, compensation and benefit plans,
computer-based accounting systems, succession planning
for family-owned businesses, mergers and acquisitions,
health care, compliance with government regulations,
litigation support, software evaluation and setups.
Return to the list of our
services
Internal Controls Review:
Our Firm will help you protect
your assets by analyzing and improving your existing
internal control systems. We are available to identify
areas of vulnerability and recommend long-term solutions.
Return to the list of our
services
Organizational Consulting:
Our Firm can provide expert advisory
services to assist you with such issues as organizational
structure, job descriptions, performance appraisal,
teambuilding, communications, and other human resource
concerns.
Return to the list of our
services
Diagnostic Review:
Interested in achieving more efficient
and profitable operations? Have our team perform
a diagnostic review of your business operations
to pinpoint those areas where efficiency and profitability
can be enhanced.
Return to the list of our
services
Research Services:
To meet the needs of clients and
business associates for timely business information,
we supply a variety of customized research services.
Business analyses, industry forecasts, company profiles
are examples of just some the information resources
available.
Return to the list of our
services
Executive Searches:
We will serve as an autonomous
third party to help you interview and screen qualified
candidates for key positions in your company, while
maintaining the highest level of confidentiality.
Return to the list of our
services
Divorce - Business/Pension
Valuation/Tax Issues:
It is more and more common for
divorcing couples to struggle with the valuation
and division of a small business and a pension as
part of the divorce process. Gurgiolo Associates,
Ltd. specializes in providing business valuations
and pension valuations to you and/or attorneys involved
in the divorce process. Tax issues as a result of
decisions during the divorce process, such as property
settlement, filing status, alimony, child support,
and dependent exemptions are best reviewed by Kim
& Kim prior to final decisions. We provide expert
witness testimony which is sometimes necessary in
the divorce process after reviewing the marital
parties' financial statements, businesses, and personal
assets.
Return to the list of our
services
Review of Financial Statements:
Performing inquiry and analytical
procedures to provide a reasonable basis for the
CPA to express limited assurance that there are
no material modifications that need to be made to
the financial statements in order for them to be
in conformity with GAAP or, if applicable, with
some other comprehensive basis of accounting. The
CPA may need to perform a compilation and/or other
accounting services to review the financial statements.
Return to the list of our
services
Compilations:
Presenting information that is
the representation of management in the form of
financial statements without undertaking to express
any assurance on the statements.
Return to the list of our
services |
