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James A. Brickweg, CPA LLC. |
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Services |
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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. Below we have listed 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. |
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Providing financial
information to our clients in a timely and accurate manner is a commitment that
we feel can not be compromised. 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:
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We view our role in the
financial reporting process as an opportunity to provide constructive solutions
for maximizing your company's profitability and efficiency. 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. |
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Meaningful, well-organized
financial records ensure that your business operations will run more efficiently
on a daily basis and are the foundation of a successful business. Our qualified
staff can assist you with the day-to-day tasks associated with bookkeeping. |
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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. |
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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. |
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As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. |
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Many of clients are
responsible for collecting and submitting sales taxes in many different
vicinities. We can assist your company in the compilation of information and
preparation of sales tax returns in an efficient and timely manner. |
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Effective estate and gift
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. |
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With the number of
computerized accounting software packages available for small businesses and
individuals growing every day, selecting one that is right for you has become
increasingly difficult. As accounting professionals, we are exposed to most
programs through trade journals and actual use. Our experienced staff can help
you choose and implement the system that best fits your needs. |
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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. |
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We gauge our worth by the
personal and business successes of our clients. We can help 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 for management, we provide comprehensive, flexible strategies
that address the issues affecting your business. |
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Qualified retirement plans
(e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can
provide significant tax advantages for closely held businesses and self-employed
individuals. Our qualified staff can assist you in evaluating the type of
pension plan that will best serve the retirement needs of you and your
employees. |
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-where you're going and how
you're going to get there. |
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We're members of the QuickBooks
Pro Advisor Program. We can install and maintain your QuickBooks System. |