As a small business owner, you’re busy enough without having to handle your own books. That’s why Bell & Associates provides a full range of custom accounting, tax and consulting services designed to meet your business needs. All of our services are scalable and are designed to provide the financials necessary for tax minimization planning, profit maximization and business growth.
Fractional CFO
When you don’t have the need for a full-time highly experienced accounting professional, but still need expertise, decision-making, and a deep knowledge of accounting practices, you can hire us as a fractional CFO. We provide our collective experience and match you up with one or more of our accounting professionals. When you hire us, you also hire our extensive internal resources, team collaboration, and understanding of how your accounting and tax situations need to be handled.
- Collaborate with the executive team to develop and implement financial strategies that align with your organization’s objectives.
- Provide financial guidance on budgeting, forecasting, and cash flow management to ensure financial stability and growth.
- Conduct regular financial analyses and prepare comprehensive reports to present to the leadership team.
- Oversee financial operations, including accounts payable, accounts receivable, and payroll processes, to ensure accuracy and compliance.
- Review and improve existing financial policies, procedures, and internal controls to optimize financial efficiency.
- Stay updated on industry trends, regulatory changes, and best practices to ensure your organization remains financially compliant and competitive.
Bookkeeping
Well-organized financial records are the foundation of a successful business and ensure operations run more efficiently on a daily basis. Our qualified staff can assist with the tasks associated with bookkeeping on a monthly, quarterly, or annual basis.
We also have several QuickBooks-certified ProAdvisors on staff who can train clients to be self-sufficient in bookkeeping.
Accounting Software Implementation
With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting the right one has become increasingly difficult. As accounting professionals, we can help you implement the system that best fits your company’s needs and provide training to you and your staff. Setting up your accounting systems correctly on the front end saves time, money and frustration in the long run.
Audit, Review, Compilation and Agreed-Upon Procedures
Financial statements are useful for internal planning and analysis and are often required by regulatory agencies, such as banks and state licensing boards. We provide financial reporting in the form of audits, reviews, compilations, and preparations.
Sometimes an agreed-upon procedures engagement will fit the bill when you might not need financial statements with an independent accountant opinion or conclusion. We can perform specific procedures on various subject matters, and produce a findings report that will help you or the user of the report draw their own conclusions.
Cash Flow & Budgeting Analysis
A business can be profitable and still occasionally experience cash flow challenges. We can assist business owners in evaluating their company’s financial condition, estimating financing requirements, and tracking cash-flow sources and uses.
Financial Forecast & Projection
Forecasting is a necessity when effectively managing and leading a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in establishing the framework for your company’s financial goals.
Payroll Services
As your business grows, adding staff generally results in increased payroll administration. We can assist by implementing the controls necessary to ensure a reliable, efficient and effective payroll system. Our firm can also help you:
- Develop a payroll system, including understanding pre-tax and after-tax deductions (such as medical and childcare plans)
- Prepare and timely file all necessary payroll tax returns
- Calculate and pay “nanny” payroll taxes
- Assist business owners in determining the proper classification between employees and subcontract laborers
- Prepare and timely file Forms 1096 and 1099 for subcontract labor
- Provide representation to resolve payroll issues with the Internal Revenue Service or state tax authorities
