Services
We offer a combination of professional services primarily as packages that will benefit your business the most.
Tax Assessment Plan
A Tax Assessment Plan identifies specific tax reduction strategies that can be implemented proactively to result in potential tax savings for the business owner(s).
While a tax return is based on historical tax situations, a Tax Assessment Plan looks at the current and future tax situations to determine what tax reduction strategies are available.
Call us: 239-877-7042
Email us: wagnoncpa@gmail.com
Meet with us: Calendly – Jenny Wagnon
Strategy Implementation Plan
We create a Strategy Implementation Plan to implement the Tax Assessment Plan’s strategies. We meet with the business owner(s) on a monthly or quarterly basis over the year to gauge progress of the strategy setup and monitor tax savings results.
Call us: 239-877-7042
Email us: wagnoncpa@gmail.com
Meet with us: Calendly – Jenny Wagnon
Comprehensive Accounting Plan
A Comprehensive Accounting Plan includes the following services in a combined package:
- monthly business bookkeeping
- payroll services (weekly, biweekly, bimonthly, monthly)
- monthly accounting close of the books (includes account reconciliations, balance sheet review, profit and loss statement review, monthly and annual adjusting journal entries, depreciation journal entries, tax adjustment entries)
- financial statement review and sent to the managers / owners as requested
- annual business and individual tax return preparation and E-filing.
Call us: 239-877-7042
Email us: wagnoncpa@gmail.com
Meet with us: Calendly – Jenny Wagnon
Quickbooks Online
We provide bookkeeping services through Quickbooks Online. We ensure your business financials show the most current and accurate accounting of your business operations. It makes it easier for you to make business decisions when your books are up-to-date; accurate data is necessary to make decisions. Your business and personal tax returns will benefit from the accuracy of business revenues and deductible business expenses.
We are QuickBooks Online Advanced Certified ProAdvisors. We use QuickBooks Online for all of our business clients.
We love to clean up existing Quickbook accounts. We double-check the setup, correct categorizing errors, and review the financial statements to ensure your business books are accurately reported. Then we do the monthly bookkeeping for you, and meet with you via Zoom to review your month’s financial status.
We also love implementing QuickBooks Online for clients currently using Excel, Google Sheets, or other methods of bookkeeping.
Call us: 239-877-7042
Email us: wagnoncpa@gmail.com
Meet with us: Calendly – Jenny Wagnon
Payroll Services
Payroll is a specialized process highly regulated by the IRS in addition to local and state regulations.
With that in mind, we have partnered with Quickbooks Payroll and ADP to provide payroll services based on your choice. We can also review other payroll provider options that you may currently use.
With the QuickBooks Online (QBO) bookkeeping services we offer, we will set up your Quickbooks or ADP payroll account to properly sync to QBO. We reconcile the payroll accounts to Quickbooks or ADP reports monthly to ensure your books are accurate.
We can also be your backup for processing payroll through Quickbooks or ADP for your business so that you and your employees will get paid on time even while you are out of the office for business travel, vacation, or sick time.
Call us: 239-877-7042
Email us: wagnoncpa@gmail.com
Meet with us: Calendly – Jenny Wagnon
Other Financial Services
Other services offered at an additonal fee include:
- Budget: Preparing an annual Budget for the expected results of your business revenue growth and operational expenses for the year. This is typically based on prior year’s financial results, adjusted based on future changes in your business, and a percentage for future growth expected based on history.
- Forecast: Preparing a forecast quarterly based on changes to operational revenues and costs in the near future (within the year). This can help business owners view how current business changes may impact the year’s profit and loss results.
- Sales and Use Tax: Preparing and filing sales and use tax reports on a regular monthly or quarterly or annual basis depending on the city, county, and state sales and use tax regulations.
- Tangible Personal Property Tax: Preparing and filing annual tangible personal property tax reports based on taking an inventory of current personal property listed on the report, adding new property, retiring old property, and calculating the value of property to be taxed.
Call us: 239-877-7042
Email us: wagnoncpa@gmail.com
Meet with us: Calendly – Jenny Wagnon