ACCOUNTING AND BOOKKEEPING
- Day-to-Day / Monthly / Quarterly / Annually
- Account Reconciliations such as Monthly Bank Recs
- General Ledger Maintenance
- Financial Statement Preparation
- Cash Flow Budgeting and Forecasting
- Prepare Quarterly Payroll Tax Returns (Federal and State)
- Prepare Annual W-2’s and 1099’s
- Prepare Other Various Forms and Reports as needed (Business Tax, Corporate Annual Reports, Personal Property Tax, Sales & Use Taxes, etc.)
CFO / CONTROLLER
- Maybe you do not need a Full Time CFO / Controller but just once a Week or once or twice a Month or Quarter
- Leave of Absences such as Maternity or Sick Leave
CONSULTING FOR BUSINESSES, INDIVIDUALS, AND NON-PROFITS
- Accounting Software Selection and Implementation
- Buying / Selling a Business
- New Business Startups, including Entity Type Selection
- Business Management and Control Systems Review
- Business Shutdowns
- Financial and Retirement Planning
- Crown Financial Ministries Trained Financial Counselor
- Dave Ramsey Trained Financial Counselor
- Litigation Support – Divorce and Other
- Training and helping you perform better in your work duties or areas of weaknesses
FINANCIAL STATEMENTS
- Prepared – Based upon client information provided and used primarily for internal use
- Compiled – Based upon client information provided and used primarily for external use
- Reviewed – Some analytical procedures conducted with limited assurance
- For License Applications and Renewals for Contractors, Dealerships, Financial Entities, and Others
- For Banks, other Lenders, and other Third Parties
- Personal Financial Statements
- Participate in the AICPA and TSCPA Peer Review Program.
Please click to view:
a) 02-23-2018 Peer Review Program Enrollment Letter
b) 08-08-2019 Peer Review Program Report Letter
c) 11-22-2019 Peer Review Program Acceptance Letter
d) 05-19-2022 Peer Review Program Report Letter
e) 05-24-2022 Peer Review Program Acceptance Letter
NOTARY PUBLIC SERVICES
- State of Tennessee Notary Public since the 90’s. My current Notary Public Commission is good through July 14, 2026. For my clients and friends, I offer FREE Notary Public Services. View My Notary Document Here.
QUICKBOOKS CONSULTING
- QBs Certified ProAdvisor Certification. CLICK HERE TO VIEW
- QBs Certified ProAdvisor Elite Status. CLICK HERE TO VIEW
- Set-Up, Training, and Support
TAXES – PLANNING, PREPARATION, AND REPRESENTATION
Business Entities
- Corporations, both C and S (1120 and 1120S)
- Partnerships and LLC (1065)
Individuals
- with Businesses (Sch. C, etc.)
- with Investments (Sch. D, etc.)
- with Real Estate Activities (Sch. E, 4835, etc.)
- with Farms (Sch. F, etc.)
- with Military Taxes
- with Minister Taxes
- that haven’t filed taxes in a while
Other Entities / Types
- Estates and Trusts (1041)
- Fuel and Vehicles Taxes for Bus and Trucking Companies (4136, 8849, 2290)
- Gift Taxes (706 and 709)
- Homeowner Associations (1120-H)
- Not-For-Profits (990 Series)
Federal and States Taxes
- All Federal (IRS) Taxes
- All State Taxes
Advocacy and Representation – I am on Your Side
- Federal (IRS) – All types of Audits, Tax Notices, Back Taxes, Liens, Etc.
- All States
- Various Local Government Entities