We provide advanced level accounting system setup and information analysis services. These services give you the in depth knowledge of your business to guide both your periodic and daily decisions.

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    Tax planning is the exercise of control over your tax position. This process can not only minimize tax expenses but it can generate significant improvements to your cash position.

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    Accounting and bookkeeping are the backbone services required by all business owners. Without the proper execution of these activities nothing else can be done effectively and the business will be operating in the dark.

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    Millions of individuals overpay their taxes each year due to overlooked or unknown opportunities. It is very important that your tax preparation is performed accurately and completely. We specialize in business and individual tax preparation.

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    Other business services include services such as: New business formation, bank financing assistance, tax return audit support, QuickBooks setup and guidance, payroll services, and other ad hoc services as needed.

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    Accounting and Bookkeeping

    Bank Reconciliation

    Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up to date.

    Having us reconcile your account each month allows you to…

    • Identify lost checks, lost deposits and unauthorized wire transactions
    • Detect and prevent unjustified bank charges (ensure transactions are posted correctly by your bank)
    • Detect and prevent embezzlement of funds from within your company
    • Have an accurate picture of how your business is doing with properly reconciled accounts and accurate financial statements
    • Proper management of funds
    • Protect yourself and your business by timely reconciling and prompt reporting to your bank with any unauthorized, fraudulent or forged checks
    • Sleep Better! You will sleep peacefully at night knowing your accounts are reconciled, in balance and that all escrow funds, accounts, checks and disbursed funds are properly accounted for

    Maintaining A General Ledger

    The general ledger is the core of your company’s financial records. These records constitute the central “books” of your system. Because each transaction flows through the general ledger, a problem with your general ledger can lead to inaccuracies within your entire set of books.

    Having us review your general ledger system each month allows us to locate and dispute any discrepancies such as double billings or any unrecorded payments.

    Balance Sheet

    A balance sheet gives you a snapshot of the financial condition of your business at a specific moment in time.

    A balance sheet helps you…

    • Quickly realize financial the financial strength and capabilities of your business
    • Identify and analyze trends, particularly in the area of receivables and payables
    • Realize growth opportunities
    • Determine if your business can easily handle the normal financial ebbs and flows of revenues and expenses
    • Determine if you need to take immediate steps to bolster cash reserves
    • Determine if your business has been slowing down payables to forestall an inevitable cash shortage
      • **Important note: Healthy balance sheets, along with accurate income statements are the most basic elements in providing financial reporting to potential lenders such as banks, investors, and vendors who are considering how much credit to grant you!

    Income Statement

    An income statement (profit and loss statement) adds an itemized list of all your revenues and subtracts an itemized list of all your expenses to come up with a profit or loss for the period.

    An income statement allows you to…

    • Track revenues and expenses so that you can determine the operating performance of your business
    • Determine which areas of your business are over-budget or under-budget
    • Identify specific items that are causing unexpected expenditures
    • Track dramatic increases in product returns or cost of goods sold as a percentage of sales
    • Determine your income tax liability

    Accounting & Booking

    We understand that as a business owner you are often times pulled in countless directions. Let us take some of that responsibility off of you. You can feel confident that while you are taking care of running your business, we are taking care of managing your books so you can focus more on your operations and profit generation.

    Each month or quarter we’ll do the following things for you…

    • Reconcile your bank account
    • Generate an income statement
    • Generate a balance sheet
    • Clean up your general ledger
    • Consultation

    These tasks form the solid foundation of your business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.

    Contract CFO Services

    Contract CFO Services

    We offer a perfect solution for a growing business in need of the expertise of a financial professional but either finds it impractical or unaffordable to hire a full-time CFO. This service differs from those listed under accounting and bookkeeping. Services rendered as a contract CFO are more appropriate for companies that have bookkeeping staff in place but no one to analyse the financial performance of the company or identify issues and/or opportunities within the accounting system itself. We work directly with management to identify both current and future information needs. We then work directly with your accounting staff to make sure that the necessary data is captured at a transactional level. Once we know what management requires and have acquired the necessary data we generate relevant and accurate reporting and assist management in analysing those reports so that they can make good decisions. After all, how can you expect to run a business at its best possible performance level if you don’t know your numbers?

    Other Business Services

    Payroll Services

    Small to Medium business owners spend an average of eight hours a month performing payroll functions. That’s 12 full days a year that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing your customers!

    What could you do with 12 extra days a year?

    Our payroll is a comprehensive payroll solution that will truly save you precious time and money. We ensure that you meet your payroll deadlines, are in compliance and enables you to spend time doing what you do best – and that’s running your profitable company.

    • Why use our payroll service?
      • It’s COST Effective
      • Use your staff more efficiently by letting us handle payroll and the associated legal details. Reduce overhead by removing the need to hire specialized employees.
    • It’s a TIME Saver
      • Our payroll service eliminates the burden of customizing, updating and maintaining your own payroll system–no more data entry, no more researching updates or new laws, no more adding up employee time cards, no more worries.
    • Worry Free Payroll Tax Filing
      • Eliminate the risks of calculating and filing your own payroll taxes by having professionals do it for you. Federal, state and local payroll tax laws are frequently changing and becoming more complex.
    • Comprehensive Reports
      • You get a wide variety of user-friendly and accurate payroll reports.

    Get the Payroll Solution That Best Fits Your Needs Get the payroll solution that best fits your needs!

    We know that when it comes to payroll service – no one size fits all. That’s why we offer the following 3 custom payroll processing options.

    1. Comprehensive Payroll Services

    Our Comprehensive Payroll Service takes care of all of the payroll processing for you, so that you won’t have to. You get…

    • Your payroll checks prepared and printed on-time, every-time.
      All of your payroll checks are laser printed on “blank” check stock to ensure maximum security and meet the micro encoding standards as set forth by the
    • Federal Reserve System.
    • Complimentary Direct Deposits
    • Worry Free IRS and State tax reporting as well as EFTPS tax deposits.
    • User friendly, and easy to understand monthly, quarterly, and annual payroll tax reports, including W-2, W-3 and 1099 forms.
    • Detailed reports on your employee’s vacation, sick days, and personal days accruals.
    • Creation and filing of the required new hire reports
    • Your payroll records maintained in tip top shape.

    2. After-the-Fact-Payroll Services

    We will take your manually-prepared payroll records and other payroll information and post this information to our data files, so you get…

    • Worry Free IRS and State tax reporting as well as EFTPS tax deposits.
    • User friendly, and easy to understand monthly, quarterly, and annual payroll tax reports, including W-2, W-3 and 1099 forms.
    • Detailed reports on your employee’s vacation, sick days, and personal days accruals.
    • Creation and filing of the required new hire reports
    • Your payroll records maintained in tip top shape.

    3. Online Payroll Processing

    You can enter your employee’s hours and earnings securely online and get…

    • The ability to instantly print payroll checks on your own printer.
    • Complimentary Direct Deposits
    • Worry Free IRS and State tax reporting as well as EFTPS tax deposits.
    • User friendly, and easy to understand monthly, quarterly, and annual payroll tax reports, including W-2, W-3 and 1099 forms.
    • Detailed reports on your employee’s vacation, sick days, and personal days accruals.
    • Creation and filing of the required new hire reports
    • Your payroll records maintained in tip top shape.

    Custom Payroll Reports Service

    There seems to be an endless amount of special reports Government agencies require. We can prepare the following reports for you.

    • Worker’s Compensation Audits
    • Unemployment Claims
    • Social Security Audits
    • Child Support Audits
    • W-2 and W-3 processing
    • 1099 and 1096 processing
    • Preparation/assistance with Federal and State registration forms

    Quickbooks Setup and Guidance

    Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?

    When set up properly, QuickBooks is very user friendly and easy to use. The initial setup and installation must be done correctly in order for future information to be accurate.

    There are many questions that need to be answered appropriately in order to accurately install Quick Books. This can become a complicated scenario especially if this implementation occurs mid-year.

    We at Jared G. Johnson, CPA can easily answer all of these questions and complete the initial setup and installation of QuickBooks in a timely manner. In addition, we will provide training to your accounting employees on the software to enhance performance.

    Additional services we provide during your QuickBooks setup:

    • Study and evaluate your software and accounting needs
    • Recommend software and hardware requirements
    • Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
    • Determination of your QuickBooks starting date
    • Loading your chart of account and balances as of that starting date
    • Preparation of a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes
    • Entering your outstanding accounts receivable and accounts payable details as of your starting date
    • Entering your ending statement bank balances and outstanding checks & deposits in transit as of your starting date
    • Printing a trial balance as of your starting date and comparing it to your trial balance from your old system
    • Entering transactions (since starting date) into QuickBooks
    • Train client or client staff on software to meet their accounting, management and tax needs

    Ongoing Services:

    • Follow up training to ensure the client is “on the right track”
    • Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports

    Tax Return Audit Support

    Nothing strikes fear in the hearts of people more than receiving an IRS Audit letter in the mail. Audits take significant time away from your business and family, requiring you to gather mounds of records substantiating each and every item reported on your tax return and develop a comprehensive understanding of tax law.

    The IRS leaves no stone unturned in its mission to determine the accuracy of your tax return. If you don’t comply with the Auditors’ wishes, the IRS will recalculate your tax and send you home with a hefty tax bill as your parting gift.

    Many taxpayers decide to handle a tax audit themselves, and discover they may have been “penny wise,” avoiding a representative’s fee, but “pound foolish,” because they received a substantial bill for a significant tax deficiency.

    You see, IRS Auditors are trained to extract more information from you than you have a legal obligation to provide. IRS Auditors know that most people fear them and are ignorant of their rights. As a result, they know they can use that fear and ignorance to their advantage.

    Rarely do our clients even have to talk with the IRS. We handle it all for you so that you need not take time off of your business or job to handle the bureaucracy and paperwork of the IRS. No lost wages or business. You simply forward notification of an audit to us and we handle it from A to Z.

    Bank Financing Assistance

    Need money to grow your business? Requesting a business loan without adequate preparation sends a clear message to the potential lender: High Risk! It pays to be prepared and organized in your approach for financing. Let us help.

    Put your best foot forward by allowing us to prepare a winning loan proposal for you. Our proposals have a high likelihood of success because they’re created from the lender’s perspective.

    Our proven relationships with creditors gives them a piece of mind when lending capital to one of our affiliates. You can get the money you need due to us being aware of what the lender wants to see. Even more importantly, we know how to prove to them that you are willing and able to pay them back.

    Our winning loan proposals include:

    • Executive Summary: We concisely state the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why it is needed.
    • Pro-forma Cash Budgets and Financial Statements: We use your data and underlying assumptions to prepare information that your banker can easily read and assess.
    • Owners Personal Financial Statements: We make copies of the last 3 years of personal tax returns for the bank as well as identify the collateral being pledged as security for the loan.

    Representation: We help substantiate your financial needs/position to your banker in person.

    New Business Formation

    Thinking of owning your own business?

    Opening your own business can be very exciting. Business ownership can also be extremely stressful if not approached properly. A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business. Success lies in the approach you choose to take. We will help you avoid the common pitfalls that many new small business owners make when starting their new venture.

    We will help you…

    • Prepare an initial business plan to clarify your marketing, management, and financial plans.
    • Determine your start-up capital needs.
    • Identify sources of start-up capital and backup sources if needed.
    • Evaluate and quantify your borrowing power so you know how much money you can secure if needed.
    • Select a business structure that best fits your needs by evaluating tax advantages, legal exposure, ease of operation and portability should you need to relocate.
    • Select the right accounting software by evaluating your budget, needs and hardware.
    • Prepare a Cash Flow Budget so you know exactly how much money you need to keep the business alive each month for the first few years.
    • Establish billing and collection procedures to maximize your cash flow.
    • Establish procedures to monitor and control costs.
    • Setup a home office so you can maximize your tax deductions.
    • Prepare and file all required state and local licenses and permits.
    • Prepare and file your application for your Federal Employer Identification Number.
    • Provide payroll and payroll tax filing when you bring on your first employee.
    • Comply with employment laws.
    • Identify your business insurance needs.
    • Develop a solid Partnership Agreement. (*Note: This is an extremely important document for all new partnerships)

    Ad Hoc Services

    It sounds simple and it is. We know that business owners simply have needs come up that aren’t recurring or easy to classify in a given category. This is normal. We want to make sure all of our clients are taken care of in a holistic fashion so we make ourselves available for the ad hoc projects on an as-needed basis. If we can help…we will help. Just let us know what issues you are facing and we’ll do our best to structure a solution.

    Tax Planning

    Proper tax planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

    We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

    Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

    Sample Tax Saving Strategies:

    • Split income among several family members or legal entities in order to get more of the income taxed in lower bracket
    • Shift income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate
    • Defer tax liabilities through certain investment choices such as pension plans, contributions and other similar plans
    • Use certain investments to produce income that is tax exempt from either federal or state or both taxing entities
    • Find tax deductions by structuring your money to pay for things you enjoy, such as a vacation home

    Tax Preparation

    Tax preparation is the act of accurately and completely populating an appropriate tax return. Sounds simple, and in some cases it is. However, improper tax return completion can lead to costly consequences. Of course, it is important to maintain a current and highly proficient understanding of tax law at both the federal and state levels, but it is also important to understand how best to report various tax items. In many instances there is more than one correct way to report a tax item, but only one method results in the most advantageous outcome. In other circumstances you could be missing important disclosures and calculations required by taxing authorities but may not have a direct impact on the tax return itself. This can leave you with a false feeling of compliance and a unknown looming issue that can haunt you for years to come.

    We provide high quality accurate tax return preparation for all of our clients. We pride ourselves on our aggressive pursuit of capturing all required information and reporting that information is the most beneficial way. You can feel confident that we are not simply going to fill out tax return forms with the information you provide but will dig deeper into your individual set of taxation circumstances so that we can be of the highest value possible. Whether you need business, individual, estate, or trust return preparation, we would appreciate the opportunity to be of assistance to you.


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