Professional Description
Quickbooks Experts Quickbooks Experts A ProAdvisor is a QuickBooks-certified independent accounting pro who can provide strategic insights to drive small business success.
Strategic CFO Strategic CFO A strategically oriented CFO can thus ensure that the whole company focuses on a few key business drivers that convey a broad understanding of the value proposition and how the company fulfills it. Such a CEO is among the company's principal levers for articulating and delivering its strategic agenda.
S-Corp Tax Filing S-Corp Tax Filing Even though the S corporation does not pay income tax, it has a responsibility to file an annual tax return on Form 1120S. Our professionals help with tax forms for informational purposes only and provides the IRS with an aggregate view of the business' earnings and expenses.
Bookkeeping Bookkeeping Bookkeeping clerks, also known as bookkeepers, often are responsible for some or all of an organization's accounts, known as the general ledger. They record all transactions and post debits (costs) and credits (income). They also produce financial statements and other reports for supervisors and managers.
Tax Preparation Tax Preparation A tax preparer is a professional that is qualified to calculate, file and sign income tax returns on behalf of individuals and businesses. They can also represent the taxpayer during IRS examinations of tax returns. More than half of taxpayers hire a professional tax preparer when it's time to file a tax return.
Controller Controller A controller is an individual who has responsibility for all accounting-related activities, including high-level accounting, managerial accounting, and finance activities, within a company. The controller reports material budgeting variances or expenditure variances to management.
Financial Planning Financial Planning A financial planner is a professional who helps you organize your finances and projects the results of your savings and investments so you can see how well prepared you are for retirement. They also help you make decisions with your money that will help you reach your financial goals as efficiently as possible.
CPA CPA A CPA, or Certified Public Accountant, is a trusted financial advisor who helps individuals, businesses, and other organizations plan and reach their financial goals.
Accounting Advisory Accounting Advisory Accountants and auditors ensure that companies or organizations are efficiently operating. They do this by accessing financial records of their clients. Duties include analyzing data, finance reports, budgets, tax returns, and accounting records.