Services


Bookkeeping

 

The foundation of any successful business is accurate bookkeeping. Bookkeeping is the least enjoyable part of running you business. Let us take that off your hands. Kaufman Accounting Services will handle all the details and keep your books up to date. We use a virtual accounting system that will allow you to outsource your whole accounting function to us. Running your business is your full time job and bookkeeping is ours.

  • Daily transaction classification and expense tracking keeps your books clean, accurate and reliable.

  • Simply take a picture of your invoices and receipts and upload to our secure cloud base software and we will take care of the rest.

  • We make outgoing payments on time and manage your cashflow seamlessly.

  • Reconcile all electronic transactions, credit cards and bank accounts.

  • Manage your payroll process.


Accounting

 

Financial integrity is the most important aspect of any small business. Many small business owners tend to think that they can take charge of the financial aspect of their business, only to realize that it is not as easy as they think. You cannot formulate business strategies unless you know the position of your assets and liabilities as well as your income and expenses. Kaufman Accounting Services will handle the financial record keeping aspect of your business, giving you a clear picture of your financial position. This gives you the freedom to focus on what you are most passionate about, managing your business.

  • Monthly meetings to review financial performance

  • Comprehensive Financial Package (Profit and Loss Statement, Balance Sheet and Statement of Cash Flows)

  • Key Performance Indicators

  • Risk and Opportunity Analysis

  • Customer/Vendor Reporting

  • Trend Analysis


Tax Preparation

 

We offer prompt and efficient preparation of all types of returns including individual, multi-state, partnerships and corporate. Our tax support is tailored to you. Let our team be your tax expert so you don’t have to be. Our team will prepare, review and file your tax returns to keep you compliant and help you get the maximum refund.

  • Our modern filing process provides a seamless digital experience from gathering your tax documents to filing your return electronically.

  • Maximize your tax situation and avoid expensive penalties with people you can trust year-in and year-out. Allow us to ensure your business is always complaint with the IRS.

  • We’re here all year to help you make the best tax decisions.


Consulting

 

Business owners shouldn’t have to go at it alone. With the support of a trusted financial business partner, you will receive the personalized guidance you need to make sound business decisions. We incorporate our skills and experiences to help you define and outline your ideal vision and business strategy.

Business Owner Consultation:

  • Financial Statement Analysis

  • Internal Control Evaluation

  • Second Look Tax Returns

  • Business Plan Development

Business Management Services:

  • Budgeting

  • Strategic Planning

  • Financial Planning

  • Operational Support