     |
|
Phone: 508. 827.4648 |
Part-time Controller Services We will look over the shoulder of your in-house staff on an as needed basis. The controller overseas the monthly and quarterly closing process helping ensure high quality financial statements. We will look over the original entry performed by your staff. At the end of the month, we can reconcile and update every balance sheet account, including bank accounts, fixed assets and accruals. We’ll create work papers to make sure your business is always audit ready. Additional services that we can provide:
To hire a full-time controller is very expensive (average salary of $101,000/year). The benefits, bonuses, and payroll expenses of hiring a full-time controller are enormous. We can provide those same services for a very competitive rate. We’re willing to work on an as needed basis in order to provide your business with the lowest cost and greatest benefit.
Tired of the revolving bookkeeper door? Our team of dedicated professionals can ensure that your company maintains timely, accurate financial records and reports. We recognize that not all companies have the same reporting obligations or analysis needs. Our services are designed to satisfy the needs of companies that don’t require sophisticated reporting or GAAP compliant record keeping. We can easily convert your books from GAAP to cash basis or vice-versa for your reporting and tax needs. We offer on-site and off-site services for your bookkeeping needs. Our flexible scheduling enables us to meet your needs. Our bookkeeping services include:
Our team has experience in a wide-variety of industries. Leave the bookkeeping to us so that you can focus on growing your business.
We prepare all of the following the returns: · 1120 C – Corp Returns · 1120 S – Corp Returns · 1065 Partnership Returns · 1040 Individual Returns · 1041 Trust Return · Gift & Estate Tax Returns You can take comfort in knowing that your returns are prepared by a CPA and reviewed by another CPA. Tax Planning Tax planning is the key to avoiding surprises on tax day. We meet with most clients twice a year to review potential tax liability. This is also a necessary requirement for proper estate planning. The tax codes become more complicated every year. Let the professionals at Heritage A & T deal with these complexities so that you can focus on growing your business.
Starting a new business or trying to improve an existing business? Let a CPA handle the design, set-up, and implementation of QuickBooks for you. Often time’s new businesses will do this themselves to save money. But, when its done wrong any cost savings that they realized will be eliminated by the cost of fixing the incorrect implementation. Heritage A & T will perform this service for a fixed flat-fee. We will design the system around your business which will enable you to benchmark your business performance to industry standards. QuickBooks Troubleshooting Does your balance sheet balance? Why pay a payroll company to generate 1099’s
when you can do that internally? Accounting systems provide this functionality
but, most companies don’t take advantage of it. We can make sure that
your accounting system can generate accurate and timely 1099’s in
order to lower your costs.
Most businesses never reach their full potential for many different reasons. Heritage A & T can help you in the following areas: · Bank Financing – We have all seen the headlines on the news about how difficult bank lending has become. The professionals at Heritage A & T are here to help you get the financing you need in order to grow your business and take it to the next-level. · Budget Plan - Every business should prepare a budget but, in fact most small to medium sized businesses don’t have one at all. Comparing budget/actual results will provide management with the areas that require immediate attention. · Business Plan – A critical part of an organizations success is having a well written business plan. These plans serve two main purposes: often times they are a requirement of obtaining bank financing and they help an organization stay focused. · Business Purchase or Sale – Purchasing or selling a business is a very difficult decision. We strongly advise you to enlist our help so that you can make a well- informed decision. There are a multitude of factors that play into these decisions and we’d like to help you sort through them all. · Cash Flow Projections – Have you ever heard the old saying, “Cash is king.”? Most businesses either don’t know how to prepare a cash flow projection or just don’t have the time. A cash flow projection can provide management with the information necessary in order to stay-in-business.
|
|
