At Kirk Roberts CPA, LLC, I 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 to your financial goals. My experience, analysis and thorough research allow me to optimize financial opportunities to be found in existing as well as recently altered tax laws. I am knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Kirk Roberts CPA, LLC'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 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
• Personal financial statements
• Employee benefit plans
• Corporate tax planning and return preparation
• Litigation support

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Kirk Roberts CPA, LLC's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

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, I help you use it more efficiently and more effectively.

Kirk Roberts CPA, LLC offers the following solutions to help meet your QuickBooks needs:

Personal Training

I train you personally! Either one-on-one or several individuals within your organization at your company's location.

Installation

I install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.

Setup

I assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. I 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.

Support

My 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.

Review

I QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll professional to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. I 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. Kirk Roberts CPA, LLC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Kirk Roberts CPA, LLC can advise you on choosing an entity type and later restructuring if advantageous. With my knowledge and experience, you will always be receiving the most advantageous entity type for the functions your business performs.

Professional representation can be vital during an audit, and my experience with tax authorities enables me 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 my firm can put many of your worries at bay. I am ready and willing to answer any and all questions the IRS may be asking of you.

Kirk Roberts CPA, LLC'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.

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Kirk Roberts CPA, LLC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. I can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With my help and guidance, you will always be on top of your finances and ready for the future.

The range of needs for valuing businesses continues to widen, and Kirk Roberts CPA, LLC can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, and family limited partnerships. There are so many factors that contribute to the perceived value of a business. My experienced help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Kirk Roberts CPA, LLC can provide professional know-how to help you successfully structure and negotiate the deal. Kirk Roberts CPA, LLC employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With my experienced advice, you can make the right business decisions for your business for optimum success.

Whether your needs are corporate or personal, Kirk Roberts CPA, LLC's professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, my experience may be able to save you money and/or lower your payments.