Accounting Services - Rodney C. Wilson CPA

If your business needs accounting services, Rodney C. Wilson, CPA can provide them. We are set up to give you whatever level of support you need for you business financial needs.

If your business needs accounting services, we can provide them. We are set up to provide whatever level of support you need for you business. We include Business Planning with Rodney C. Wilson in the price of the package. In these meetings we take time to look at areas for improvement in the business. We integrate the Business Development tactics that are so important to our firm in these meetings.

Packages include phone calls and interactions related to monthly accounting so that you do not have to be concerned about unexpected charges. This simplifies things for an owner as our monthly bill is predictable and holds no surprises.

Breakdown of Accounting Services

1	Telephone or e-mail assistance to your current bookkeeper or financial officer maintaining your accounting system. Provide telephone or e-mail support on recording of unusual accounting transactions to help reduce year-end reconciliation of accounts. We may record or accumulate phone conference assistance.
2	Prepare compiled (unaudited) financial statements. Notes to the financial statements will be (circle one) omitted / limited / full. Provide adjusted journal entries (AJEs) as may be required and/or instruct personnel on AJEs. List separately any specifics.
3	Prepare reviewed (unaudited) financial statements with full notes to the financial statements, as may be required for bank loan covenants. A separate review agreement letter is required, as is a management representation letter.
4	Prepare annual income or corporation tax returns for a sole trader, partnership, or limited company. Prepare reconciliation of accounts profit to taxable income. Please list entity names if there is more than one company:
5	Maintain fixed asset depreciation schedule, updating of client-provided additions and deletions.
6	Prepare monthly / quarterly / annual sales tax reports.
7	Limited annual pension plan assistance in calculating contributions or coordinating information to third party administrator. This excludes annual tax returns and participant statements, or accounting that should be prepared by a third party administration.
8	Preparation of payroll checks on a weekly / bi-weekly / semimonthly / monthly basis.
9	Prepare payroll tax deposits on weekly / bi-weekly / monthly basis.
10	Prepare payroll tax reports quarterly and year end reports such as W-2's and W-3.
11	Preparation of 1099's and 1096 at year end.
12	Maintaining accounts receivable for your business including preparing and sending invoices and making deposits.
13	Maintaining accounts payable for your business including check preparation.
14	Prepare annual company budgets with breakeven levels and profit goals for desired owner salaries and return on investment. Compute periodic sales targets to achieve budgets.
15	Set up executive trends report and instruct company personnel on monthly updating. Identify and begin to track initial key performance indicators.
16	Perform activity-based costing and/or management assessment of customer base and routines. Set up detailed key performance indicators and financial/operational reporting routines for team members to prepare. Such items will be designed to monitor the key activities that lead to profitability and less reliance on owner daily input. Client to fax or e-mail to us for review and commentary.
17	Prepare a limited calculation of estimated business value, using comparable company sales and giving a general guideline of valuation.
18	Assist in obtaining an independent, third-party valuation report to document actual company value.
19	Transaction planning to prepare for major business transactions or business strategy changes such as mergers and acquisitions. Study from a strategic and/or tax minimization perspective.
20	Assistance with obtaining bank or other financing, including preparation of projected financial statements.
21	Assistance with other business startup services. Unless otherwise specified, this is limited to using a business start-up engagement checklist as a tool to help guide on the matters to be considered when starting a business. It is up to the client to ensure that all appropriate actions are taken.
22	Other business startup phase work, including advice on an ad hoc basis, as a general business or financial advisor during the startup phase.
23	Setup or conversion to new accounting system. Assistance with the setup software and subsequent upgrades, 3-15 weeks of on-site training and training for new team members.
24	Assistance with legal or entity matters, including coordinating choice of business entity with attorney, obtaining startup registrations related to tax requirements.
25	Review of the owner compensation system, including partner and incentive compensation packages, to align company and individual manager goals.
26	Projected financial statements/forecasts/cash flow planning, including the development of projections and forecasts for various projects such as: acquisitions and development of real estate projects, new business ventures, business expansions and similar activities.