Seiwert & Associates, CPAs, P.C. provides a wide range of services to individuals and business in a variety of industries. At our firm, we strive to meet each client’s specific needs in planning for the future while achieving their goals in an ever changing financial and regulatory enviroment. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs
From start ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Seiwert & Associates, CPAs, P.C.’s accounting services 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
- Corporate tax planning and return preparation
- Litigation support
Accounting Software Selection & Implementation
There is no shortage of accounting software solutions for your business. Software as a service, cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.
Assurance & Advisory Services
At Seiwert & Associates, CPAs, P.C., 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:
- Audits, reviews, and compilations
- Entity selection and restructuring
- Accounting software selection, implementation, and support
- Business valuations
- Financial projections and forecasts
- Debt and finances advising
- Mergers, acquisitions and sales
- Transaction structuring and negotiations
- Business succession
Audits, Reviews, and Compilations
Our audit, review and compilation capabilities are a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.
Seiwert & Associates, CPAs, P.C.’s financial statement services comprise all three levels of assurance depending on your company’s needs.
–Audits offer the highest level of assurance to third parties, and include in-depth examination and verification of account balances, and selected transactions. We perform audits for you to obtain reasonable assurance that the financial statements are free of material misstatement.
–Reviews provide limited assurance to outside interests that there are no material modifications that should be made to the financial statements. Reviews involve inquiries of company management and performance of analytical procedures regarding financial statement matters to identify any items requiring further analysis. We perform reviews to provide limited assurance regarding the integrity of your financial statements.
–Compilations are usually requested for internal purposes and are based upon financial information provided by a company’s management. They do not provide any assurance but may involve the identification of adjustments to account balances.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Seiwert & Associates, CPAs, P.C. can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, Seiwert & Associates, CPAs, P.C. can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving our advice regarding the most advantageous entity type for the functions your business performs.
Buying or Selling a Business
Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
Cash Flow & Budgeting Analysis
Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. Seiwert & Associates, CPAs, P.C. can help you 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 budgeting 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.
As technologies rapidly advance, companies increasingly need to update their computer systems. Seiwert & Associates, CPAs, P.C. can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems. As experts in this field, we can put your computer problems at bay as well as improve your computer system’s performance taking into consideration any budget you may have.
Small and medium businesses need the financial expertise of a controller or chief financial officer but may not be able to afford to hire an experienced and knowledgeable person. But retaining an outside accountant as a part time controller may be a good solution. Seiwert & Associates specializes in filling that void of the business. Our firm can provide you with the key information to make those very important decisions as part of your management team.
Debt & Finance Consulting
Whether your needs are corporate or personal, Seiwert & Associates, CPAs, P.C. professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.
Employee Benefits, Pension & Profit Sharing Plans
Choosing and administering benefit plans for your employees is often a complex process. Seiwert & Associates, CPAs, P.C. can help 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 in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.
Estate/Trust Planning & Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Seiwert & Associates, CPAs, P.C.’s 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 as to how to disburse one’s estate so as 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.
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continue prosperity of your business.
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Litigation Support & Forensic Accounting
Seiwert & Associates, CPAs, P.C. litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. We can assist you in analyzing and evaluating records and transactions involving these matters.
Management Advisory Services
Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.
Mergers, Acquisitions & Sales
Business transactions and transitions are complicated affairs, and whether you’re buying, selling, or considering a potential merger, Seiwert & Associates, CPAs, P.C. can provide professional know-how to help you successfully structure and negotiate the deal. Our firm employs 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 for your business for optimum success.
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Projections & Forecasts
No one can predict the future perfectly, but we can all benefit from planning for it. Seiwert & Associates, CPAs, P.C. combines 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. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.
QuickBooks Accounting & Assistance
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 more efficiently and more effectively to provide financial information regarding your business.
Seiwert & Associates, CPAs, P.C. is a Certified QuickBooks Advisor and offers 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.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.