Client Services

 

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service. Listed below are the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

 

Accounting Services


Accounting Services

Accurate, meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Record keeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal financial statements

 

Audits, Reviews and Compilations

We provide financial reporting on all three levels of assurance:

  • Audit- an intensive examination with the highest level of assurance
  • Review – some analytical procedures conducted with limited assurance
  • Compilation – based upon client information provided and used primarily for internal use.

 

Bookkeeping / Write-Up

Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping, including training your personnel to accomplish much of the record-keeping functions. We also provide training and assistance with QuickBook applications.

 

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.

 

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals.

 

Consulting Services


Business Entity Selection

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability companyā€¦) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

 

Business Valuations

Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

 

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

 

Consulting Services

We can help you personally and your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board, we provide comprehensive, flexible strategies that address the issues affecting your business.

 

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

 

Tax consulting

 

Tax Services


Tax Services

We take a proactive approach to tax services by keeping current on new tax laws and legislation. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Tax planning & return preparation – Individuals – Corporations – Partnerships – LLCs/LLPs – Estates, trusts & gift – Not-for-profit organizations
  • Taxing authority representation
  • Divorce and support issues
  • Tax effects of buying/selling a business

 

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

 

Estate & Trust Tax Preparation

The process of preparing and filing the federal and state tax forms that pertain to an estate, as well as financial matters relating to trusts, are part of the responsibilities of executors and trustees. We can be of assistance to you in these areas.

 

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

 

Other Services


Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained experience over the years in specialized areas, many of which are listed below.

  • Asset protection
  • Bankruptcies
  • Cash flow forecasting
  • Employee benefit plans

 

Miscellaneous


Comptroller-level Services

Assistance with information systems development, banking relationships, customer credit controls, analysis of financial and operational reports, and strategic planning.

 

Court Accounting

Compliance with reporting requirements of revenues and disbursements, based on documentation provided, which meets the special uses of the courts.

 

Professional Referring

Assistance in locating professionals for legal matters, estate planning, investment counseling and various insurance matters.

7060 North Fresno Street ā—¸ Suite 230 ā—¸ Fresno, California 93720
Phone: (559) 475-0115   |   email: jim@cpafresno.com