We offer a wide range of accounting and bookkeeping services to assist our Clients in managing their businesses more effectively and to reach the most accurate financial decisions. These include:

– Bookkeeping
– General ledger and financial statement preparation
– Accounting system setup for new businesses
– Business property tax returns
– Payroll preparation and payroll tax returns
– Sales tax returns

Are you currently preparing for a review or audit? Let Burgess Accountancy save you thousands of dollars in getting your accounting records ready! We work closely with the auditors and provide them with the necessary audit schedules. It is more cost effective to let us get you audit ready then to incur countless hours during an audit. We can prepare audit schedules and work on your behalf to ensure the audit process is run smoother and more cost efficient.

We’ll conduct an analysis and then identify the areas that may be of concern now, or in the future. We do this by helping the Clients write and execute a comprehensive strategic business plan.

Let us develop a cash flow projection for you so you can avoid a cash crisis. We’ll help develop both short-term (weekly, monthly) cash flow projections to assist you in managing the daily cash, and long-term (annual, 3-5 year) cash flow projections to help you develop the necessary capital strategy to meet your business needs. We also prepare historical cash flow statements to help you gain an understanding about where all the money went.

Businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our reliable Accounting Services will guide you closer to achieving these goals with accurate record-keeping and reporting. We will also provide support on financial issues including initial accounting system setup, cost-containment, tax planning, investments, as well as employee benefit and profit-sharing plans.

What happens to the business when you’re no longer running it? Or will you have enough money to retire? If you own a family business, retirement isn’t simply a matter of deciding not to go into the office anymore. These are some critical questions that need answers. Comfortable or not, succession planning should be a priority for any family business considering that more than seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes or family discord – or both. Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

There will be times when you need an evaluation of your company’s operations from a trained external professional. Someone who can determine if the appropriate controls are in place and ensure proper handling of resources. Our Operational Audit will thoroughly test your company’s internal systems and procedures, assessing and determining the efficiency and effectiveness of your internal control systems. We will then provide recommendations to help your company become more efficient and effective in order to increase the bottom line! The benefits you receive from our audits include, but not limited to: Objective Opinions, Improved Workflow or Cost Allocation Processes and Faster Turnaround Time. If you would like more information about our Operational Audit Services, contact us to setup a Free Consultation.

Sarbanes-Oxley compliance requirements have elevated the role and responsibility of public companies, increasing accountability and transparency from top company executives. Corporate disclosure, compliance oversight, controls monitoring, company training all have been impacted by Sarbanes-Oxley. Our advisory services include, but not limited to: Project Management Assistance, Technical Support, Risk Assessment and Scoping Activities, Assistance in Documentation and Evaluation Efforts, Control Rationalization and Training.

We take a risk-based approach to internal audit to help our clients improve performance and operating efficiency. We have the knowledge and experience across a broad range of industries which we can use to provide you with the best practices for ensuring your processes are efficient and cost effective.

• Electronic filing for quicker refunds
• Corporate tax returns for both Subchapter S corporations and C corporations
• Partnership tax returns including limited partnerships, LLC’s and LLP’s
• Potential deduction recommendations to limit tax liability

A great method of improving your business’s cash flow is to reduce your tax liability. We strive to go beyond tax compliance and proactively recommend tax saving strategies to maximize your after tax income. We are knowledgeable in the areas of federal and other state tax laws as we prepare your taxes. We continually look for ways to maximize allowable tax savings for our Clients throughout the year, not just at year-end.

Are you having problems with the IRS? Let us help you resolve your tax problems and put an end to the headaches. We pride ourselves on being efficient, affordable, and of course, discreet! IRS problems don’t go away on their own; they compile with penalties and interest every day. Do you owe the IRS money? Settle the penalties now! Need more time to pay? If you’re experiencing other tax problems, talk to us!