Whether you’re a start-up, an established business, or an enterprise-level organization, Valentine & Assoc. CPAs has the expertise to help you with your accounting and financial planning needs.
With our vast knowledge of the rules & regulations, we’ll keep you ahead of government deadlines, maintain order in your internal financial systems, and reduce the headaches and stress of owning a business.
We aim to help businesses make more money and keep more of it!
Accounting Services
Accounting & Bookkeeping
We’ll help you do your monthly bookkeeping and accounting at a fraction of the cost of using a full-time employee. We’ll show you how to use online accounting programs like Quickbooks and Xero to share your data with your account manager.
Our accounting services include:
Providing financial statements on a timely basis, so your team can make faster, more informed decisions maintaining your general ledger
Reconciling bank statements, credit card statements, loans, and investments
Tracking and analyzing accounts payable and accounts receivable activity
Reviewing your income statement for reasonableness and consistency
Payroll
We excel at handling your payroll tasks correctly every time. This requires having first-rate knowledge of tax laws and deposit rules.
We offer a wide range of payroll-related services, including:
Checks or Direct Deposit for Your Employees
Payroll Reports
Quarterly Tax Forms
Year-End Tax Forms
Tax Deposit Services
W-2s and 1099s
Doing payroll can be a significant headache for businesses - so take this weight off your shoulders and outsource your payroll duties to us!
Taxes
We’re pros at making paying your taxes as straightforward as possible. We can help your organization in 3 ways:
Tax Preparation - including business, personal, corporate, and estate/gift tax returns
Tax Resolution - we’ll assist you with any IRS issues that may arise
Annual Tax Planning - helping you with a plan to minimize next year’s taxes
Financial Advisory Services
Part-Time CFO Services
Outsourcing CFO services to Valentine & Associates CPAs allows you to get the guidance you need with financial management leadership without paying a full-time salary and benefits.
These services include helping your firm with:
Budget creation
Cash flow management
Senior-level financial decision-making
Creating a long-term tax strategy
Reviewing your insurance policies to ensure they are adequate for your needs.
Establishing Internal Controls
We’ll help you get a handle on internal controls and policies to ensure that things run smoothly and efficiently and that your resources are protected.
This could include controls for segregating employee duties, approvals for authorizing transactions, reviewing financial transaction records, company property & equipment, and more.
Strategic Business Planning
A Strategic Business Plan provides a snapshot of your company and where you want it to go. We’ll help you create this very detailed plan for your company. It will give you a clear perspective of what is needed to ensure your business’s success.
Having a strategic plan keeps everybody on the same page and focused on the same vision.
Other Services
Audit, Review, and Compilation Services
The ability to make financially informed decisions relies on your data’s accuracy and thoroughness. One of the most essential tools available is a meticulously completed and compiled audit and review. Our role in preparing these documents is crucial and collaborative: the higher the quality of the product we provide, the better the business decisions you can make.
Business Entity Selection
One of the most important decisions you make when starting (or growing) a business is the choice of entity. Selecting the correct entity can provide the best protection and tax benefits.
We’ll help you decide which of the following entities makes the greatest sense for your organization:
Sole Proprietorship
Partnership
Corporation (C or S Corp)
Limited Liability Company (LLC)
Succession Planning
What will happen to my business when I retire? There can be many options. We’ll help weigh the pros & cons of each and plan for the next generation to take over.
Having a succession plan in place is good business sense. It’s the best way to ensure that a family business will survive the transition from one generation to the next.
Ready to get started with Valentine & Associates CPAs? Schedule a call with our account representative today!