Managing Principal - Certified Public Accountant (Cpa)
Current• Facilitate continuing education, research and training to grow our talented team members’ knowledge base and skill set to provide our clients with the best advice possible• Accounting and bookkeeping for professional service businesses utilizing QuickBooks Online and QuickBooks Desktop applications• Income tax return preparation and income tax planning for professional service business clients (those formed as a Limited Liability Company (LLC), S-Corporation, Partnership, C-corporation, or Sole Proprietor)• Personal income tax return preparation and income tax planning for the owners of business clients that we serve• Payroll tax services for professional business owners and their business managers to allow them to easily electronically pay and file payroll tax forms and authorize employee paychecks via direct deposit• Financial statement preparation and compilation for client analysis and/or for a client’s affiliate such as a lending institution, potential buyer or parent company• Estate and trust income tax preparation and planning for short-term or long-term client needs and goals• Consulting services for professional service businesses (assisting start-up businesses with entity selection, guiding established businesses on specific situations or strategic planning, etc.) • Research, evaluate and implement new technologies for use in working with clients as well as internally within our firm