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SERVICES

OFFERED

Below are a list of services that are provided by Wendy Terrell, CPA.

ACCOUNTING | BOOKKEEPING 

Maintaining accurate and complete accounting records is a very important part of maintaining a successful organization. It aids in making good financial decisions for your business to promote growth and stability. Keeping up with finances can be very time consuming and overwhelming. By partnering with my CPA firm, business owners can focus on the day-to-day operations of running their business. 

General Ledger Maintenance

(Create Chart of Accounts, Record Monthly Activity, Reconcile Data)

Financial Statement Preparation

(Income Statement, Balance Sheet, Statement of Cash Flow)

Accounts Payables / Accounts Receivables

Monthly Reporting

Bank Reconciliations

Balance Sheet Reconciliations

Strategic Business Planning

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TAX SERVICES

 

Often times taxes are the last thing that is considered when making business decisions although they can have a major impact on clients finances. It is important to know when and how often taxes should be paid and what impact taxes will have while making business decisions throughout the year.  Our firm walk clients through all possible scenarios so that sound and effective decisions can be made that will have the least tax impact. We also guide clients on proper record keeping techniques so that the tax return process can be smooth and effortless. 

 

Tax Planning

Tax Preparation​

(Individuals, Small Business, Non-Profit)

Amended Returns

Extensions

Estimated Payments

Tax Review

(For returns not prepared by our firm)

1099 Processing

W9 Peparation

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FINANCIAL PLANNING

Smart and strategic financial planning enables you to make better long-term decisions that can assist you in meeting your financial objectives. Knowing how to effectively allocate your resources can be a difficult task without the proper knowledge and resources. Our firm take pride in working with clients on an individual basis to understand their needs so that we can develop solutions tailored specifically for them.  

Budgeting

Investments

Retirement

College Savings

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QUICKBOOKS ONLINE SERVICES

As a Certified QuickBooks Online ProAdvisor, we take the stress off of clients mind of trying to setup this program. We also offer the necessary training to do the day-to-day accounting tasks for your company. If you do not have the time or knowledge needed to handle the accounting or payroll functions of your business, no need to worry because our firm can assist you. With the virtual accounting tool within the program, we can handle all of your accounting tasks and you can focus on running your business. 

Setup

Training

Virtual Accounting

Payroll

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