Small Business Accounting

• Write-Up – Compiled financial statements from your records.
• QuickBooks & Other Software Consulting – Set up, get running or just get back on track.
• Tax Compliance – Income tax, payroll tax, sales tax all prepared accurately and on time.
• Payroll Services – Calculate, cut checks, complete reports and fill out tax returns.
• Business Advisory – What to do, when to do it and how others have done it before.
• Cash Management Services – Get your money quickly, pay your bills on time and have some left over.
• Bank Reconciliation – The foundation to all bookkeeping is a balanced checking account.

Tax Planning

We understand that tax ramifications are a major consideration in virtually every financial decision.  Therefore, tax planning is an on-going process.  Tax planning services include:

• Organizational Formation – Sole proprietor, partnership, corporation or not-for-profit.
• Maximizing Tax Credits – What can you do to get the credits that are out there for businesses and individuals?
• Succession Planning – Who will take over the business when the owner retires and how will they pay for it?
• Employee Benefits – Group health insurance, retirement accounts, deferred compensation just to get started.
• Estate Planning – Keep the business in the family instead of selling it just to pay the death tax.
• Financial Planning – Keep what you earn and make sure it’s working for you.
• Tax Problems
• IRS Audits – Be prepared, know your rights and go in with confidence
• State & Local Tax Audits – Every tax authority has its own rules.  Don’t get blind-sided by unusual regulations.
• Collection Matters – Pay only what is due, when it is due and no more.
• Sales & Use Tax Matters – Every municipality has its own filing requirements.  Know where you stand.
• Payroll Tax Matters – Get the payments properly applied and call off the related penalties and interest.
• Corporate Reinstatements – Don’t loose your access to the court system just because the paperwork is wrong.

Tax Return Preparation

• Corporate – Federal, State and Local
• Personal – Federal, State and Local
• Sales and Payroll Tax – All localities
• Estates, Trusts &  Gift Tax – Federal and State

Matrimonial Matters

The financial ramifications of decisions made during this most difficult time can have long lasting effects on your future, and the future of your family.

• Analysis of financial information to uncover the possible existence of unreported income or hidden assets
• Valuation of closely held businesses
• Development of effective tax strategies to minimize the tax effects of: Maintenance and child support payments, distribution of marital assets, estate tax implications
• Consultation and support on all settlement negotiations
• Expert testimony

Bookkeeping

Flad Limited can completely handle your bookkeeping needs or train you to handle this service in-house.  Moreover, we will oversee your in-house bookkeeping to insure accuracy and efficiency.

• Computer Consulting

We can identify, install and implement accounting software to fully automate your business accounting system.  In addition, we can provide training and consultation so that your business accounting system will be accurate and efficient.

Financial Planning

A personal financial plan is in many ways similar to a business plan.  Personal financial planning includes:

• Planning for your children’s education
• Cash flow planning
• Retirement planning
• Estate planning

Financial planning for owners of closely held businesses include:

• Succession planning
• Financing
• Expansion planning
• Profit sharing

Business Advisory Services

We have the experience and expertise in many areas that can help you grow and improve your business such as:

• Business Formation – What entity works best for you, Partnership, Corporation, Limited Liability Company?
• Disaster Recovery Planning – How to prepare for the small crashes and major business interruptions.
• Assistance In Obtaining Financing – Loan proposals, financial statement analysis and what the banker wants to see.
• Mergers & Acquisitions – How to put together the deal and keep control of negotiations.
• E-Commerce Solutions – How to integrate the Net into your business.
• Strategic Planning – How to get where you want to go from where you are today.
• Human Resource Management – What are the employers’ responsibilities and how do you comply with the law?

Payroll

Calculating payroll and tax obligations for each employee, printing and delivering checks, providing management reports and preparation of all payroll tax returns.

Family Business Planning

Many closely held businesses are owned mutually by family members.  We have the experience to provide consultation on the specialized financial planning needs of family owned business.

• Fringe benefit programs
• Executive compensation design
• Incentive planning
• Succession planning
• Expansion planning