(561) 745-8002
(561) 745-8005
Accounting Tips
- Check fraud is a reality, so make sure that you keep your company's checkbooks in a secure location. Create monetary limits for checks, set-up a special account for paychecks and keep all other checks made out to business and not individuals.
- Making sure to keep up-to-date records of all of your financial activities is important. This includes, paying bills, payroll, expenses, and profits. This information is required in order to properly file taxes and can cut accounting costs at tax time.
- Checking all your billing statements should be routine. Often times spotting extra, hidden or incorrect charges soon after they happen may help resolve issues that cost you extra money for nothing.
Jupiter Accounting Services
Our firm offers a wide range of services to our personal and business clients in the Jupiter area. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed some of the services we offer to our clients.
| • Accounting Services | • Estate and Trust Planning and Tax Preparation |
| • Litigation Support and Forensic Accounting | • Bookkeeping/Write-up |
| • QuickBooks Accounting Help and Assistance | • Insurance |
| • Financial Projections and Forecasts | • Mergers, Acquisitions, and Sales |
| • Advisory Services | • Reviews, and Compilation |
| • Financial and Retirement Planning | • IRS Representation |
| • Entity Selection and Restructuring | • Payroll Assistance |
| • Cash Flow Analysis and Budgeting Analysis | • Business Valuation |
| • Debt and Finance Advising |
Jupiter Accounting Services
Tax Management ServicesWe have over 32 years experience preparing taxes for our clients. You can feel confident that we have "seen it all" and know every angle available to reduce your tax liability.
Traditional Accounting Services
As your business expands we are here to ensure that our services help you know where you were, where you are, and where you are going. The CPA will guide you through planning your business strategies to help you grow.
Litigation Support and Forensic Accounting
With over 250 cases handled in 6 different Florida Circuit Courts, we have proven and effective methods of support for your important litigation issues. Creative solutions, critical and objective analysis, clear and concise presentation of your case are all key elements of a winning strategy. We assist you with each of these.
Business Valuation
We have the experience and expertise to assist you in all of your valuation issues, large or small, simple or complex. We can help you identify the value drivers unique to your business, and help you develop a strategy for increasing the value of your business if you are thinking of selling. If you are looking to purchase a business, we can help you with your due diligence and break down the business to determine a fair purchase price. Finally, if you need a business valuation for court, buy-sell, estate, or any other reason, we can assist you with your needs.
Homeowner / Condominium / Property Associations
Each year we perform dozens of compilations and reviews for area associations, in addition to helping these associations meet their tax filing requirements. We work directly with the association boards or the management companies as directed.
Business Interruption and Insurance Claim Issues
We can assist you in the determination of any business interruption loss due to storm or casualty damage. With our forensic background combined with our business valuation knowledge, we are uniquely positioned to analyze these claims. We have assisted both plaintiff and defendant and understand the entire process from both sides of the fence.