Services
Below are a list of services we can assist you with:
Bookkeeping
Bookkeeping is essentially the lifeblood of your company. It is the process of keeping records of the financial affairs of a business. At Coffee CPA Services, we provide full service bookkeeping support:
-General ledger and financial statement preparation
-Accounting system setup
-A/R & A/P Processing
-Monthly financial review
-Journal Entries to keep financial records current on a regular basis
-Account reconciliation
QuickBooks Support
Technology plays a major role in every facet of our day to day lives. Intuit's QuickBooks products have consistently been the most popular accounting software for many businesses. In addition, we also hold a QuickBooks Advanced Certified ProAdvisor certificate. We provide full support for QuickBooks Online (QBO):
-Company set-up
-Chart of Accounts management
-Training on accounting for daily operations
-Walkthroughs of the various modules used to account for a company's transactions
-QuickBooks clean-up
Assurance/Attestation
Assurance services are a broad category of services designed to improve the quality of decision making by improving confidence in the information on which decisions are made. Attestation services are a subcategory of assurance services. They require independence and result in a report. Examples include:
-Audits
-Reviews
-Compilations
-Agreed Upon Procedures
Taxes
No matter if you're a business or an individual, everyone has to pay taxes. We can assist you making sure your taxes are filed accurately and on time. Tax services include:
-Preparing tax returns for businesses and individuals
-Tax planning and consulting
-Payroll tax
-Quarterly tax filings
Outsourced CFO
As your business grows, the complexity of your financial transactions and volume of data will increase. The cost of hiring a full time experienced CFO can be costly. With our experience, we can fill this void when you need someone ASAP:
-Payroll Processing
-Sales & Use Tax
-Financial Planning
-Developing Performance Measures
-Budgeting, forecasting, and analyzing financial results
Small Business Consulting
In addition to all the other services mentioned here, you may just need some general direction on understanding the specifics. We can assist with you any inquiries you may have. Whether you need help understanding the difference between accrual vs. cash basis accounting or closing your books for the fiscal year, we are here to help.