HOLT CPA provides accounting, payroll, and tax services to individuals and businesses.
- Tax Management Services
- Reviews, Compilations, and Engagements to Prepare Financial Statements
- Payroll Services
Tax Management Services
At HOLT CPA, we guide our 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 with your financial goals. Our experience, analysis and research allow us to optimize financial opportunities to be found in existing as well as recently changed tax laws.
Businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. HOLT 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, and employee benefit and profit-sharing plans.
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
- Employee benefit and profit-sharing plans
- Corporate tax planning and return preparation
- Litigation support
Reviews, Compilations, and Engagements to Prepare Financial Statements
HOLT CPA's financial statement services comprise three levels of preparation.
Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. 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 do not offer assurance but may involve some adjustment to accounting records.
Engagements to Prepare Financial Statements
Engagements to Prepare Financial Statements are also usually requested for internal purposes and are based upon information provided by a company's management. No assurance is provided on these financial statements.
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. We don't just help you use the software, we help you use it more efficiently and more effectively.
HOLT CPA offers the following solutions to help meet your QuickBooks needs:
We train you personally! Either one-on-one or several individuals within your organization at your company's location.
We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.
We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We 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.
Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
Our 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. We 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.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. HOLT CPA can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Our experience with tax authorities enables us 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 our firm can put many of your worries at bay.
HOLT 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.
Cash Flow and Budgeting Analysis
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. HOLT CPA can help you analyze cash flow levels by tracking cash sources and cash uses and forecasting and budgeting accordingly. We can help you analyze your spending for an optimal cash flow for your business.