Accounting and Bookkeeping Services

  • Financial Statement Preparation
  • Bank Statement Reconciliation
  • Accounting Software Consulting and Set-up
  • Monthly Closing and Financial Reporting
  • General Ledger preparation
  • Job Cost Reporting
  • Cash Flow Analysis
  • Sales, Receipts and Expenditure Recording

Payroll Services

  • Payroll Processing including calculations of all taxes and benefit contributions
  • Tax Returns (941, UCT-6, 940) completed
  • W-2 and 1099 Payroll Tax Form preparation

Tax Services

  • Personal Income Tax Returns
  • Corporate, Sole Proprietorship, Partnerships and Estate Returns

Business Consulting Services

  • Assistance with mergers and acquisitions
  • Business Start-up consulting
  • Business Plans
  • Budgeting, Cash Flow Analysis and Forecasts
  • Business Valuations
  • Due Diligence studies
  • Employee Handbooks
  • Policy and Procedure Manuals
  • Special Projects and Financial Analysis
  • Strategic Planning

Special Projects

  • SBA Loan planning and preparation
  • Government Contract Accounting
  • DCAA Audit preparation
  • Job Cost Analysis
  • Project Cost & Cash Flow Analysis
  • Software Training
  • Grant Writing
 

 

 
Member of the Punta Gorda Chamber of Commerce and the Charlotte County Chamber of Commerce

Website designed by John D. Magnin | www.jdmagnin.com