BUSINESS ACCOUNTING
As a small business owner, your main concern should be running the day-to- day operations of your business.  It is probably not the maintenance of your books and records.  Our firm can assist you by performing the following functions for you on an as-needed basis:

• Reconcile your bank accounts
• Generate an income statement
• Generate a balance sheet
• Clean up your general ledger/ reconcile your accounts
• Assist with the set-up of QuickBooks/train your employees*
• Provide consultations
• Express limited assurance on financial statements in the form of a Review**

These tasks will help you form a solid foundation your small business accounting system.

** More extensive than a compilation, a review engagement consists primarily of inquiries and analytical procedures applied to financial statements.

FINANCIAL MANAGEMENT
It can be extremely difficult to build and maintain wealth.  Our financial planning and management style is client-oriented.  No matter what your personal interests are, we understand our clients’ short- and long-term goals.  This is because before we provide advice, we will take the time to understand your specific and unique set of facts and circumstances.  This allows us to give one-on-one guidance and provide you with a comprehensive financial plan that can help you manage risk, ensure the longevity of your wealth, improve performance, and increase your net worth.   We will help you set goals and objectives as well as provide you with alternatives to help you achieve your goals.    

Our firm can assist you with:

• Saving enough for a comfortable retirement
• Eliminating debt
• Paying for a child’s college education
• Protecting your family in case you become disabled
• Achieving short- or long-term investment goals

STRATEGIC PLANNING
Our firm can help your business succeed by providing an outline for successful decision making.  We will work with you to understand your business’s objectives and help you to set goals to achieve these objectives.  We will work with your business to set realistic plans, timelines and performance measurements to track your success.

We can help your business to succeed by:

• Assisting with business plans
• Assisting with loan proposals and bank financing
• Incorporating your business/set up an LLC
• Documenting business strategies and setting performance goals
• Providing software training
• Providing consultations

For additional information, please contact joel@joelgardosikcpa.com