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Andrew has been our CPA for 10 years. He provides us with wise counsel in addition to his technical expertise. I highly recommend him to any one looking for financial guidance and tax expertise.
Dave was great! He was able to find deductions we didn't even realize we had. His explanation of everything he was doing as well as his honesty was greatly appreciated. Thank you!
I have had Upstate Bookkeeping & bookkeeping services do my taxes for the past 5 years and they are consummate professionals and found errors that my prior tax CPA made on previous returns. I would never trust another firm with my taxes !
Proactive and dependable CPA with 20+ years experience in helping small business with their accounting, tax, and payroll needs. Experience with all industries, especially real estate. A QuickBooks Pro Advisor who excels in the following areas: • Customized account setup • Monitoring and recording transaction data on a daily/weekly/monthly basis as needed • Reconciliation of bank and credit card accounts • Track A/R, A/P, Inventory • Setup and report on Job Costing as required • Timely and accurate financial information Experience with the following online small business tools: • Amazon Payments (FBA) • Paypal Transactions • Lightspeed Retail • Hubdoc Utilizes desktop (QuickBooks) and cloud based solutions including online accounting programs such as: • QuickBooks Online • Xero • Wave • Zoho. Help with the following reports/reporting tools for your business as well as help you interpret the numbers in order to cultivate better business decisions: • Balance Sheet • Profit & Loss Statement • Key Performance Indicators (KPI) • Budgets & Forecasts Trusted advisor in key areas to help your business grow: • Payroll Setup, Calculations, & Reporting • Tax Planning & Preparation (Corporate, Partnership, Individual) • 401k/Retirement Plan guidance You will have a complete set of books that are done timely and accurately should you hire me.
We offer payroll for only $50 per month. We offer the following services: * Monthly Bookkeeping * Income Taxes * Sales Tax Preparation * QuickBooks Pro Advisor We provide excellent customer service with a concentration on your business and needs. We travel to you to pick up and drop off documents, making it extremely convenient without disrupting your business.
I do taxes for individuals, corporations, partnerships and trusts. I also do investments, stocks and bonds, as well as REITS.
I am a CPA with 22 years of experience in all facets of accounting, auditing and tax.
I have over 30 years of experience in public and private industry, providing the following type of services: * Interim CFO services - daily accounting management * Business planning - operation, financial and strategic, including new operations, site selection, startups, state and local tax incentives * Business turnarounds and restructuring * SBA loan guarantee program assistance * Assistance with banking and lending relations * Assist with locating potential private equity investors * Cash flow, treasury management reporting and projections * General, property and causally, and healthcare insurance policies reviews * Maximization of gross profit * Cost control and operating expense reduction analysis * Sales analysis by product line and customer profitability * Accounting system selection and implementation * Preparation of loan covenant compliance statement * Assist in month-end closing activity to insure accurate financial statements, in conformity with generally accepted accounting principles (US-GAAP) * Coordinate and assist with year-end financial, payroll and sales tax audits * Establishment, maintenance of property records, and depreciation schedules * Review and implement cash management system to insure timely collection of accounts receivable due from customers * Preparation of tax returns, including business income tax, property tax, and sales and use tax * Review, assist with selection and implementation of accounting systems * Evaluation of cost accounting systems and procedures * Develop accounting policies and procedures manual * Recommend appropriate chart of accounts changes and/or design * Inventory management systems and controls
My work stands out because I am capable of performing all the phases of accounting and make sure that the work is complete. Because I have public accounting experience, I know what information tax accountants are needing from their clients. When I'm your accountant, your books will be ready to give to your tax accountant, requiring very few adjustments.
Staton CPA, P.C. provides first-rate accounting, litigation support, business valuation, and management advisory services in Western North Carolina.
I help start-up businesses plan and/or implement the financial systems that they need in place to make their processes and internal controls run most efficient. I also provide them with the reports, graphs and/or charts that they need to keep abreast of their financial health as often as they require. If there are systems in place that do not interface with their financial system, I can get that data into a manageable and reportable format for them. I also offer the option of training their staff to maintain their daily accounts receivables, accounts payables, payroll, budgets, and various financial reports, or I can provide this service on a daily, monthly or as-needed basis myself.