Financial Statements

• Compilation – Client data is converted into financial statements that are both readable and easy to understand, allowing you to assess your company’s cash flow, income statement, and changes in equity at a glance. If desired, a Weidner CPA can also help in the preparation of journal entries.
• Review – In addition to the compilation services, a Weidner CPA will review the financial statements on an ongoing basis to ensure that generally accepted accounting principles were adhered to in client data entry.
• Audit – A Weidner professional will thoroughly examine and, if free of material errors, certify that your financial statements conform to generally accepted accounting principles, giving third parties confidence in the accuracy of your company’s statements.

Business Tax Services

Taxes have a significant impact on corporate profitability. Regardless of your business entity type, we can help manage your unique tax situation by avoiding tax risks and helping you benefit from tax opportunities. Among our business tax and consulting services, we specialize in:

• Federal Income Tax Preparation
• State and Local Income Tax Preparation
• Multi-State Income Allocation & Tax Return Preparation
• Tangible Personal Property Tax Returns
• Tax Planning, Consultation and Compliance Services
• Sales/Use Tax Returns
• Information Return Preparation
• Federal, Book, AMT and State Depreciation Schedule Maintenance

Bookkeeping

Bookkeeping is an important process in any business. Our bookkeeping service is designed to save you time and money. We specialize in all areas of bookkeeping from recording day-to-day cash receipts and disbursements to other services, including:

• Accounts Payable Maintenance
• Accounts Receivable Maintenance
• Bank Reconciliations
• Loan Balance Reconciliation
• Federal, Book, AMT and State Depreciation Schedule Maintenance
• Recording and Reconciling Payroll Transactions

By outsourcing time-consuming tasks, business owners have the freedom to focus on primary business functions and increase profits. Because of our partnership with PayPoint, Inc., we can become your full-service bookkeeping and payroll solution, allowing you to save money over hiring and managing back office staff.

Cash Management

Cash management is important for any new or growing business. Successful cash management involves avoiding insolvency, reducing days in accounts receivable, increasing collection rates, and increasing cash-on-hand, improving a company's overall financial profitability. 

A Weidner CPA will partner with you to effectively manage accounts payable and accounts receivable and help you control your company’s cash balance to maximize the availability of cash and meet short-term investment goals.

Cash Management services include:

• Accounts Payable Management, including promptly paying invoices to take advantage of payment discounts
• Accounts Receivable Management, including timely generation of sales invoices, resulting in decreased time between project completion and payment
• Generating past due invoices, including finance charge computations
• Assisting in budget preparation

Business Consulting