Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Gary W. Lee CPA, PA's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues. A proper accounting system is the backbone of good financial reports.

These services include but are not limited to:

• General ledger and financial statement preparation
• Bookkeeping (monthly, quarterly, and annual)
• Accounting system setup and support
• Payroll processing
• Cash flow budgeting and forecasting
• Ratio Analysis
• Personal financial statements
• Employee benefit
• Corporate tax planning and return preparation

At Gary W. Lee CPA, PA, 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. 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.

These services include:

• Business Consulations
• Entity selection and restructuring
• Discussions concerning accounting software selection, implementation, and support
• Financial projections and forecasts
• Transaction structuring and negotiations
• Business succession

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.

Gary W. Lee CPA, PA 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.

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 re-classifications 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.

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Gary W. Lee CPA, PA can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Gary W. Lee CPA, PA's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, direct deposit, timely payment of taxes and preparation of tax returns.

Gary W. Lee CPA, PA's financial statement services comprise all three levels depending on your company's needs.

Reviews

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

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.

Assembled

Assembled financial statements are the result of putting your business information into a financial statement format. These statements do not provide for any assurance of accuracy.

At Gary W. Lee CPA, PA, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, 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 always up to date on the tax laws in order to provide you with the most recent and relevant information to better serve your needs.

We stand behind the services we provide. Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide our clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm 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.

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Gary W. Lee CPA, PA can advise you on choosing an entity type and later restructuring if advantageous.

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Gary W. Lee CPA, PA 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 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.

Choosing and administering benefit plans for your employees is often a complex process. Gary W. Lee CPA, PA 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.

No one can predict the future perfectly, but we can all benefit from planning for it. Gary W. Lee CPA, PA 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.