Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
Tax Services
Tax Planning and Preparation
Tax planning is an essential element of the tax preparation process. Our experienced staff will assist your tax-specific issues with the ultimate goal of minimizing all current and future tax liabilities.
Pamela Boardway, CPA, P.C. is able to provide comprehensive federal and state tax return preparation services for various entities including S-Corporations, C-Corporations, Limited Liability Companies, Trusts, and Non-Profit Organizations. The company is also able to provide preparation of individual tax returns of any caliber.
Accounting Services
Bookkeeping Services and Training
Well-organized financial records are the foundation of successful businesses. Our qualified staff is able to assist with any transactions your business may require. This ranges from as little as monthly reconciliation and general oversight to full transactional bookkeeping, and anything in between. We are able to tailor your bookkeeping needs specifically to your needs.
Financial Statement Preparation
Financial statements are audited, reviewed, or compiled depending on the need of the client. We will help you understand the scope that fits you best to meet both interal and external requirements.
Cash Flow & Budgeting Analysis
A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.
Consulting Services
Business Entity Selection
Choosing which entity type to operate a business as is the most important decision an owner will face. There are several options, each with their own pros and cons. Our team can assist you with evaluating which entity is the most appropriate for your business.
Financial Planning
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
Business Succession Planning
Transitioning a business to your successors is imperative for continuous success once you plan to step down from the leadership role. Our firm can help you develop a transition plan that allows you to seamlessley turn the company over to the intended succesors.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Business Consulting
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
Management Advisory Services
Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.
