What We Do
PBZCPA provides a wide range of services to individuals and businesses representing a variety of industries and family structures. We strive to meet all requirements in planning for the future and achieving financial goals in an ever-changing regulatory environment.
Our professional services include:
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We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liability, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing, as well as, recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
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From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. We will help steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
General ledger and financial statement preparation. Bookkeeping
(Monthly, quarterly, or annual). Accounting system setup and
support. Payroll processing. Cash flow budgeting and forecasting.
Personal financial statements. Employee benefit and profit-sharing
plans.
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Our financial statement services comprise two levels of assurance depending on your specific needs.
Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.
Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.
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Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We’ll help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
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Professional
representation can be vital during an audit, and our experience with
tax authorities enables us to guide clients in their dealings with
federal and state agencies. If you have been chosen for an audit,
our professional representation can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
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Our payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of
payroll tax returns.
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No one can predict the future perfectly, but we can all benefit from planning for it. We combine expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success.
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Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, the experts at PBZCPA can provide professional know-how to help structure and negotiate. We employ careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions to ensure optimum success.
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The range of needs for valuing businesses continues to widen, and PBZCPA can provide analysis to help you identify and analyze the factors that drive the value of your company or a company in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expertise can help you evaluate entities that you have an interest in and guide you towards making confident business decisions.
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QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software; we help you use it efficiently and more effectively.
We offer the following solutions to help meet your QuickBooks needs:
Personal Training
We train you personally! Either one-on-one or several individuals within your organization at your company's location.
Installation
We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.
Setup
We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Support
Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
Review
Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business. Request information
Personal Training
We train you personally! Either one-on-one or several individuals within your organization at your company's location.
Installation
We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.
Setup
We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Support
Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
Review
Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business. Request information
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan addressing how to disburse one's estate to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
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Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, our expertise can advise you on choosing an entity type and later restructuring if advantageous. At PBZCPA, you will always be receiving the most advantageous entity type for the functions your business performs.
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Good cash management can improve a company's liquidity, reduce costs, and increase profitability. We will help maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.
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At PBZCPA, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.
These services include but are not limited to:
Reviews and compilations
Entity selection and restructuring
Accounting software selection, implementation, and support
Business valuations
Financial projections and forecasts
Debt and finance advising
Mergers and acquisitions
Transaction structuring and negotiations
Business succession
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These services include but are not limited to:
Reviews and compilations
Entity selection and restructuring
Accounting software selection, implementation, and support
Business valuations
Financial projections and forecasts
Debt and finance advising
Mergers and acquisitions
Transaction structuring and negotiations
Business succession
Request information
Choosing and administering benefit plans for your employees is often a complex process. Use our consulting services while you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages while implementing these plans. As your company grows, your business and your employees will be rewarded for the hard work that contributed to its success.
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