Back to top

Services

I provide a wide range of services to individuals and businesses in a variety of industries. I strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

My professional services include:


Tax Management Services

I guide my 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. My knowledge, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. I am knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Accounting Services

From start-ups to established organizations, businesses and churches rely on accurate and insightful financial information in order to maintain viability and capitalize on new opportunities. Alfred Jones, CPA'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, church accounting compliance requirements.

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
  • Corporate tax planning and return preparation
  • Church accounting and Tax Exempt Compliance

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.

QuickBooks Accounting Help and 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. I don't just help you use the software, I help you use it more efficiently and more effectively.

I offer the following solutions to help meet your QuickBooks needs:

Personal Training

I will train you personally! Either one-on-one or several individuals within your organization at your company's location.

Installation

I install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.

Setup

I assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. I can 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

My QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, my support is not limited just to the software part of it, but I can also provide accounting and payroll assistance.

Review

My 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. I will also inform you of any corrections, adjustments or reclassifications 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.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. I can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core 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, I can advise you on choosing an entity type and later restructuring if advantageous. With my knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

IRS Representation

Professional representation can be vital during an audit, and my experience with tax authorities enables me to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with my firm can put many of your worries at bay. I am ready and willing to answer any and all questions the IRS may be asking of you.

Payroll Services

Alfred Jones, CPA's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Employee Benefits, Pension, and Profit-Sharing Plans

Choosing and administering benefit plans for your employees is often a complex process. Alfred Jones, CPA 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. I 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.

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Alfred Jones, CPA 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. I 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 my help and guidance, you will always be on top of your finances and ready for the future.

Financial Projections and Forecasts

No one can predict the future perfectly, but I can all benefit from planning for it. My knowledge 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. I 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, my work can range from top-level reports to detailed financial models.

Debt and Finance Advising

Whether your needs are corporate or personal, I 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, my expertise may be able to save you money and/or lower your payments.


Information Request for Services Listed Above