PHYLLIS A. CONRAD, CPA, LLC provides a wide range of services to individuals and businesses in a variety of industries. At PHYLLIS A. CONRAD, CPA, LLC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Our professional services include:
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. PHYLLIS A. CONRAD, CPA, LLC's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. PHYLLIS A. CONRAD, CPA, LLC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
PHYLLIS A. CONRAD, CPA, LLC's Payroll Service is an easy and cost effective way to deal with all your payroll service needs.
Managing payroll may not seem like a critical task until something goes wrong. Fixing a mistake in payroll reporting or withholding can be very time-consuming and expensive. Our professional staff have the expertise and knowledge to simplify the payroll process for you and keep your company on track. All you have to do is furnish us with your employee's personal information, the wage or salary to be paid and the hours worked in the payroll period.
Our firm can provide your company with Comprehensive Payroll Services which would include most, if not all of the items listed below:
We can also provide a more economical After-the-Fact Payroll Service, where you provide us with your manually-prepared payroll records and information and we enter that information into our payroll software and provide you with the following:
We know that when it comes to payroll services - no one size fits all. It doesn't matter if you are a business that has only 1 employee or a company that has a hundred or more employees, we can customize a payroll process that will fill your needs and not exceed your budget.
In order to give you an accurate price for our payroll services we would need to know a little about your business and what services your are interested in. Our prices are very affordable.
At PHYLLIS A. CONRAD, CPA, LLC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
At PHYLLIS A. CONRAD, CPA, LLC, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.
These services include but are not limited to:
PHYLLIS A. CONRAD, CPA, LLC's financial statement services comprise of two levels of assurance depending on your company's needs.
Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.
Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.
PHYLLIS A. CONRAD, CPA, LLC can advise and help representatives and trustees bring together the necessary information and with your help prepare the fiduciary income tax return for the most advantageous estate and trust income tax consequences. We are knowledgeable and up to date on the fiduciary tax laws and can make sense of your receipts, bills and notices.
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.
PHYLLIS A. CONRAD, CPA, LLC offers the following solutions to help meet your QuickBooks needs:
We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.
We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
Your business entity has a large impact on your taxes. From your company's inception through its growth and development, PHYLLIS A. CONRAD, CPA, LLC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Choosing and administering benefit plans for your employees is often a complex process. PHYLLIS A. CONRAD, CPA, LLC can help you develop and implement your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.