At Daniel W. Hargrave, CPA, P.C., we 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.
Our professional services include:
Tax Management Services
Reviews, and Compilation
Entity Selection and Restructuring
Financial Projections and Forecasts
Estate and Trust Planning and Tax Preparation
QuickBooks Accounting Help and Assistance
Cash Flow and Budgeting Analysis
Tax Management Services
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, and to keep you on track to your financial goals.
These services include but are not limited to:
-General ledger & financial statement preparation
-Bookkeeping (Monthly, quarterly, or annual)
-Accounting system setup and support
-Cash flow budgeting and forecasting
-Personal financial statements
-Corporate tax planning and return preparation
Our experience with tax authorities over the years can ensure that you will be properly represented before federal and state tax agencies.
QuickBooks Accounting Help & Assistance
We don't just help you use the software, we help you use it more efficiently and more effectively. We offer QuickBooks setup, training, and reporting at your company's location.
Financial Projections & Forecasts
We make it a point to keep current with market trends and updates so that your business can be prepared for the future. Depending on your needs, our work can range from top-level reports to detailed financial models.
Reviews & Compilation
We perform reviews to ensure the integrity of your data. Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They offer limited assurance but may involve some adjustment to accounting records.
Estate and Trust Planning & Tax Preparation
Our firm can help facilitate the transfer of assets to your beneficiaries, as well as reduce taxes due on the transfer of your business and other assets.
Bookkeeping & Write-Up
We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Entity Selection & Restructuring
We can advise you on choosing an entity type and restructuring. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
We can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will efficiently facilitate processing, payment and preparation of tax returns.
Cash Flow & Budgeting Analysis
Our firm can help you track sources and uses, forecast and evaluate your business' financial condition, analyze your spending, and re-balance your budget and/or debts for an optimal cash flow to support your business' success.
Feel free to contact us about any questions regarding our services.