Kelly T. Davis, Cpa, Cgma Email & Phone Number

Overland Park, Ks, Us

Overland Park, Kansas, Us

I am a firm with more than thirty years of real-world expertise in the accounting, tax and financial management arenas. I pledge a unique experience. My process starts with active listening, identifying my clients’ financial concerns and the underlying, root causes of those concerns. Through my ongoing, partnership-style relationships with clients, I not only solve initial needs, but build multi-faceted solutions leading to the financial futures our clients envision.Tactically, client solutions often utilize some tailored combination of the following project types:PLANNING AND MANAGEMENT CONSULTING SERVICES:Short- and long-range business planningEntity selection Budgeting and breakeven analysisDevelopment of financial statements meaningful to the client and their businessBenchmarkingCash flow analysisFeasibility studies and due diligenceLease/purchase studies True cost of new hire analysisImpact of additional locationsBanking relationship maximizationACCOUNTING SERVICES:Compiled financial statementsGeneral ledger accounting and monthly write-up servicesIn-house accounting assistanceAccounting software selection, installation and training for QuickBooks and PeachtreeTAX SERVICES:Preparation of tax returns: business, individual and fiduciaryIncome tax planning for businesses and individualsRepresentation during tax examinationsFiling of past due tax returns

Bsba, Accounting

Bsba - Accounting, Accounting