Consulting | | | |
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Discussion of business books | | | |
Discussion of business tax questions | | | |
Discussion of payroll related tax questions | | | |
Discussion of sales tax related questions | | | |
Discussion of multi-state business requirements and Nexus | | | |
Discussion of multi-state business Nexus | | | |
Discussion of business management ratios | | | |
Business valuation | | | |
Frequency of face-to-face consulting | Semi Annually | Quarterly | Once a month |
Accounting | | | |
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Tax accounting | | | |
Financial accounting | | | |
Managerial accounting | | | |
Profit center accounting | | | |
Financial Statements Frequency | Quaterly | Monthly | Weekly |
Compilation Report | | | |
Chart of Accounts | | | |
Standard | | | |
Customized | | | |
Processes | | | |
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Journal closing entries | | | |
Bank accounts reconciliations | | | |
Retained earnings-Owners equity | | | |
General Ledger /IRS/Legal approved | | | |
Amortization | | | |
Depreciation | | | |
Fixed assets | | | |
Loan amortization and reconciliations | | | |
Shareholders loan amortization | | | |
Sales tax liability balancing | | | |
Inventory | | | |
Account receivables – See Note | | | |
Bad debt write off | | | |
Financial and Managerial Reports for Decision Making | | | |
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Compilation, use for tax returns/ legal/ valuations/ audits | | | |
Profit and loss management analysis | | | |
Balance sheet management analysis | | | |
Vertical financial condition management analysis | | | |
Owner's equity analysis | | | |
Present vs previous period comparison analysis | | | |
Statement of cash flow analysis | | | |
Horizontal historical growth analysis | | | |
Gross margin rate analysis | | | |
Operating expense rate analysis | | | |
Net profit analysis | | | |
Break even sales point | | | |
Sales volume turnover analysis | | | |
Multi-state sales reports | | | |
Return on investment analysis | | | |
Sales tax reports | | | |
Return on assets | | | |
Acid test analysis | | | |
Sales per employee | | | |
Sales volume per sales person | | | |
Sales volume per administrative person | | | |
Administrative expenses percentage of sales | | | |
Inventory turns | | | |
Accounts receivable collection period | | | |
Occupancy expense percentage of sales | | | |
Advertising expense percentage of sales | | | |
Audit representation | | | |
Tax planning (business) | | | |
Tax Return | | | |
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Federal and State business tax return (one state included) | | | |
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