Expertise. Peace of mind. Courtesy of Robert D. Cole, CPA, P.A.
Accurate, timely accounting information is vital for any successful business. Our experienced, knowledgeable staff is ready and waiting to provide you with incomparable personalized service, whether you need it on a temporary or ongoing basis.
Here are just some of the specialized services available to clients:
| Assurance and Advisory Services |
Accounting Software Selection, Implementation, and Support
Your focus should be on your business, not the fine print on accounting software packages. Robert D. Cole, CPA, P.A. prides itself on its vast knowledge of accounting software suites and will gladly help you select one that is appropriate for your business' needs. Our expert staff can also offer training and continuing assistance in order to minimize downtime.
Audits, Reviews, and Compilation
Robert D. Cole, CPA, P.A.'s financial statement services comprise all three levels of assurance depending on your company's needs.
Audits - Highest level of assurance to third parties. In-depth examination of account balances, inventories, and transactions.
Reviews - Limited assurance to third parties. Involves inquiries and procedures that confirm financial statements and identify any items requiring further analysis.
Compilations - Used for internal purposes. Reporting is based on information provided from company management. These do not offer assurance, but may shed light on practices that need to change.
Bookkeeping/Write-up
In today's hectic business world, it's a challenge to juggle all the daily tasks that keep your business running efficiently. Let our expert staff handle your time consuming bookkeeping so you can focus on running your business.
Cash Flow and Budgeting Analysis
Understanding where your money comes from and where it goes can help improve your company's liquidity, as well as decrease costs and increase profitability. In today's economy, forecasting and budgeting are necessary in order to maintain optimal cash flow levels.
Computer Consulting
Living on the bleeding edge of technology isn't for everyone, but companies must still maintain up to date computer systems or risk the loss of vital information. At Robert D. Cole, CPA, P.A., we can help assess your current computing situation and assist in implementing infrastructure upgrades.
Debt and Finance Advising
Whether your needs are corporate or personal, our professionals can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications.
Employee Benefits, Pensions, and Profit-Sharing Plans
You work hard for your money and so do your employees. In these troubling economic times, managing every dollar can be a daunting task, especially when it directly affects the lives of your employees. Our friendly staff would be happy to help you in researching benefit and pension plans designed to fit your unique situation.
Entity Selection and Restructuring
The "choice of entity" decision is one of the most important decisions facing those who own and operate businesses. There are several forms to choose from, each of which generates different legal and tax consequences. Further, there is no single form of entity that is appropriate for every type of business owner or entity.
Estate and Trust Planning and Tax Preparation
Whether you have a modest estate or a high net worth, making sure your money goes where you intend it can be a great concern. Our office will be happy to help you with planning a will or trust and determining the tax implications of thse choices.
Financial and Retirement Planning
Effective retirement planning means more than simply setting aside money for the future. Our estate and financial planning professionals have helped a wide range of clients plan their retirement investment strategies. Our objective is to fulfill our clients’ lifestyle requirements and their hopes for future generations.
Financial Projections and Forecasts
Financial Projections and Forecasts allow a business to budget the use of available resources, and predict the need for the borrowing of capital. Strategic planning, both in the short term and in the long term, can only serve to increase the potential of success for the business.
IRS Representation
The IRS has professionals on their side, you should too! Our experience dealing with state and federal agencies allows us to guide you through the process of an IRS audit.
Mergers, Acquisitions, and Sales
We provide targeted and practical assistance to clients on structuring their businesses wisely from inception. This situates them well for subsequent opportunities for potential financing, sale and other liquidity transactions.
Tax Management Services
At Robert D. Cole, CPA, P.A., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. 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 |
