Empowering Sound Focused Business Decisions
Looking for Strength and Peace of Mind: Leave the accounting, financial modeling, tax, analysis, strategic planning, budgeting, and business analytics to Jeff so that you can focus on growing your business. Jeff can help by saving you time and money, giving you the ability to work with distilled data in order to make sound focused business decisions quickly, so that you can focus on growing your business in fast paced changing environments. In other words, alleviate stress, leave this work to Jeff so you can meet or exceed your goals.
Accounting Full Cycle: Manage all transactions to produce general ledger and trial balance.
Financial Statement Presentation: Prepare Financial Statements in accordance with GAAP Generally Accepted Accounting Principles.
Financial and Operational Analysis: Quantitative business data analytics, modeling and measuring key performance areas of your business, predictive analysis and business intelligence.
ERP Software Selection and Implementation: Organizational, financial and operational requirements analysis to determine best ERP accounting software platform. Selection and installation of ERP accounting software platform. Setup and training on new ERP accounting software platform. Data Mart Integration for reporting of Business Analytics and Business Intelligence.
Multi State Sales, Use, Property, Business Taxes, Licensing Fees, Registrations: Nexus determination, analysis of revenue streams and contracts in order to determine taxability, jurisdiction taxpayer registration, return preparation, filing and compliance for audit issues.
Payroll and Taxes: Prepare payroll for employees or setup with service, file and pay income tax forms: 940, 941, W2, W3, W4, W9, 1099, UCT-6
Planning, Budgeting and Cash Forecasting: Consider organization, market and economic trends, SWAT (Strengths, Weaknesses, Opportunities, Threats) analysis for your startup, expansion or succession. Budgeting expenses, investments, cash flow analysis and requirements.
Risk Management: Consult with organization on current finances, operations, policies and procedures and identify any risks. Develop standards, models, SWAT, principals and guidelines to reduce organizational, operational and financial risk, entity formation.
Accounting System Survey and Analysis: Take the survey from the Services drop down menu. Analysis of your current system, needs and output to see if you can improve your business and accounting information system.
Technology: Networks, Applications, Disaster Recovery, Backup, E-Commerce, Web Sites. Partner with information technology company for support. Data Marts and reporting.
1040, 1065, 1120 Tax Return Planning, Preparation and Filing: PTIN 0227033
Training, Tutoring and Coaching: Training for business’ in the use of software, performing accounting, financial analysis and modeling. Tutoring and coaching for students, employees, managers and high level executives in topics of accounting, business, economics, finance, investment and management.
Resume and Cover Letter Creation, Critiquing and Interview Coaching: Specializing in all Business disciplines from Accounting, Economics, Finance, to Marketing and Management. Unique trend setting ideas are transformed into communication that empowers people the opportunity to introspectively look at themselves, their talents and personality to create Resumes that effectively market you and obtain interviews. Jeff also coaches people on interviewing techniques for winning the job. Jeff will work with you to help overcome obstacles, create winning resumes, perform on interviews and land the job offer.
Personal Finance: Education in risk tolerance, time horizon, financial investment vehicles.