Whether you require tax or budget planning, payroll assistance, or QuickBooks® consulting, Joanne L. Gore, CPA offers a broad range of services. Business owners, corporations, independent professionals, and retirees have depended on her knowledge and trusted her advice for over 15 years.
Small Business Accounting Services
Monthly bookkeeping and accounting for your business so that you will have your financial information when you need it. We work with bank reconciliations, invoicing, credit card reconciliations, fixed asset purchases and loan repayment schedules. We also assist clients with day to day financial tasks including bill payments and bank transactions.
Budgeting for Businesses and Individuals
We work with our clients to track expenses, pay down debt and establish reserves. Good cash management can improve liquidity, reduce costs, and increase profitability. We can help you analyze your spending and rebalance your budget and/or debts for an optimal cash flow to support your business's success. This budget 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.
We set up new businesses with QuickBooks® including software installation, file setup and preparation of the chart of accounts. Once
QuickBooks® is set up and operating properly, we can train you and your employees to properly operate QuickBooks® specifically for your business. We also provide email and telephone support to aid you with your ongoing QuickBooks® questions.
With our elder care services, you get the help of a caring, honest and knowledgeable professional. We will look out for your "parent's or grandparent's best interest." We offer assistance with daily finances
and business duties in the following areas:
* Reviewing and paying bills, budgeting and record keeping
* Assistance with check writing and checkbook balancing
* Track money that is received and deposited
* Organizing and reviewing personal and financial documents to determine what needs to be addressed
* Planning for retirement account distributions and ensuring that safeguards are in place
* Addressing questions about lifestyle, insurance, Social Security, retirement and Medicare
* Monitoring investment portfolio and other assets with investment advisors
* Preparing, planning and filing income, trust and gift tax returns
* Providing referrals to local services and agencies.
One of the most important requirements of a successful small business is having the necessary financial, technical or accounting expertise. We can assist your business with financial and operational controls, treasury and human resource functions, cash and credit management, employee benefit programs, management systems and risk management.
Tax Planning and Preparation
We provide one-on-one tax planning and consulting before the end of the tax year to help you minimize your tax liability. Executive compensation planning, self-employment planning and payroll strategies are some of the areas of assistance offered our clients. New tax laws are incorporated in the year end planning. Federal and state tax return preparation is offered for individuals, LLCs, partnerships, corporations, S-corporations, nonprofit entities and trusts. Joanne L. Gore CPA, LLC is authorized by the IRS to e-file tax returns.