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Upper Arlington
Full Service Accounting and Tax Firm. Catch up and Clean Up is a favorite. Any type of entity and Tax Structure No Judgement Zone !
Meet the owners - Bill and Erin. Both are CPAs With great resumes. Also, meet John, our Financial Planner, and Bennett Schilling, our dedicated bookkeeper. We are excited to have them on our team. Bill's background includes Certified Public Accountant (CPA), Senior Consultant for PricewaterhouseCoopers servicing S & P 100 Corporations, Chief Financial Officer (CFO) for an entity with $80 million in revenue, Certified Fraud Examiner (CFE), SAP consultant, Auditor, and Tax Agent. Further, he headed two major projects implementing large Financial information systems where he directed the design and signed off certifying the accuracy of the Financial statements. Additionally, he has over 35 years of tax experience, representing clients in IRS audits and resolving conflicts, and has hundreds of satisfied clients. Erin is CPA, CTP with an MBA, and works as an international corporate Treasurer. Like Bill, she has many years of experience preparing tax returns. For our clients, we offer affordable pricing that includes a secure portal for our communications, tax documents, returns, and all essential items for filing. Also, Direct Deposit/Withdrawal from your bank account; Federal and State returns efiling. Our Financial Planner: John Zang has been involved in Financial Services since 1988, serving families and helping them organize, accumulate, and distribute their wealth efficiently. Using proprietary goal-based strategies and proven financial planning principles, John has helped his clients achieve their Retirement, Education, and Multi-Purpose desires. Our bookkeeper Bennett Schilling has a business degree and is working towards becoming a Certified Public Accountant (CPA). For services outside of tax preparation, we solely focus on small businesses that use software like Quickbooks or something similar or are ready to graduate to something much better. By specializing in this area, we can better serve this niche in the industry. Accounting Software Selection, Implementation Bookkeeping, Write-Up Business Consulting, Estate & Trust Tax Preparation Financial Analysis Results We work with you personally to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results. Relationships We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price but small enough to give you the individual attention you deserve. Rest assured that when a need arises, our firm is ready and capable of handling everything for you so you can focus on what matters most to you.
Bookkeeping: Recording and maintaining financial transactions, including accounts payable, accounts receivable, payroll, and bank reconciliations.
Financial Statement Preparation: Compiling and preparing financial statements such as balance sheets, income statements, and cash flow statements.
Tax Preparation and Planning: Assisting individuals and businesses in preparing and filing their tax returns, ensuring compliance with tax laws, and providing tax planning strategies to minimize tax liabilities.
Auditing: Conducting independent reviews and examinations of financial records and statements to ensure accuracy, compliance with accounting standards, and to provide an opinion on their fairness and reliability.
Payroll Services: Managing employee payroll processes, including calculating wages, preparing payroll tax filings, and issuing payslips.
Financial Consulting: Providing expert advice on financial management, budgeting, cash flow analysis, financial forecasting, and other strategic financial matters.
Financial Analysis: Analyzing financial data to evaluate the financial performance of a company, identify trends, assess profitability, and make informed business decisions.
Forensic Accounting: Investigating and analyzing financial records to uncover fraud, embezzlement, or financial irregularities and providing expert testimony in legal proceedings.
Management Accounting: Assisting businesses with budgeting, cost analysis, variance analysis, and providing financial information for internal decision-making purposes.
Business Valuation: Evaluating the worth of a business, typically for purposes such as mergers and acquisitions, shareholder disputes, or financial reporting.
Internal Controls and Risk Assessment: Assessing and implementing internal control systems to safeguard assets, prevent fraud, and ensure compliance with regulations.
Financial Systems Implementation: Assisting businesses in selecting and implementing accounting software systems and providing training and support.
A great accountant provides invaluable financial expertise, helps maintain compliance, supports decision-making, and contributes to a business's overall financial health and success. Their skills and insights can make a significant difference in optimizing operations, minimizing risks, and maximizing profitability.
Financial Management: A skilled accountant helps businesses effectively manage their finances. They provide accurate and timely financial information, including financial statements, cash flow analysis, and budgeting. This enables businesses to make informed decisions, identify areas of improvement, and plan for future growth.
Compliance and Taxation: Tax laws and regulations can be complex and constantly changing. A competent accountant ensures that businesses remain compliant with tax obligations, file tax returns accurately and on time, and take advantage of applicable tax deductions and credits. They help minimize the risk of costly penalties and audits.
Strategic Planning: Accountants play a vital role in strategic planning and decision-making. They analyze financial data, perform cost analysis, assess profitability, and provide insights to help businesses optimize operations, identify growth opportunities, and manage risks effectively.
Financial Reporting: Accurate financial reporting is crucial for businesses to demonstrate transparency, attract investors, secure financing, and comply with regulatory requirements. A skilled accountant ensures that financial statements are prepared in accordance with accounting standards, providing stakeholders with reliable and trustworthy information.
Business Performance Analysis: Accountants help monitor and analyze key performance indicators (KPIs) to assess the business's financial health. They provide valuable insights into areas such as revenue generation, expense management, profit margins, and return on investment (ROI). This information guides strategic decision-making and helps businesses identify areas for improvement.
Cash Flow Management: Cash flow is the lifeblood of any business. Accountants help monitor and manage cash flow by tracking incoming and outgoing funds, forecasting cash needs, and implementing effective cash management strategies. They ensure businesses have sufficient liquidity to cover expenses, invest in growth, and manage working capital effectively.
Financial Risk Mitigation: Accountants assist businesses in identifying and managing financial risks. They establish internal controls, perform risk assessments, detect and prevent fraud, and ensure compliance with regulations. By mitigating financial risks, businesses can safeguard their assets, maintain trust, and protect their reputation.
Time and Efficiency: By entrusting financial tasks to a competent accountant, business owners can focus on core operations and strategic initiatives. Delegating financial responsibilities saves time, reduces stress, and allows business owners to leverage the expertise of accounting professionals.
Witnessing the positive transformation and growth of the businesses you assist is undoubtedly a fulfilling aspect of your job. The satisfaction that comes from helping small businesses thrive overcome obstacles, and achieve their goals is a testament to your expertise and dedication.
As a CPA and business consultant, your deep knowledge of accounting principles, tax regulations, and financial analysis, combined with your ability to understand the unique challenges and opportunities small businesses face. By leveraging your skills and expertise, you can help clients navigate complex financial matters, optimize their operations, and make informed decisions that drive their business forward.
Continue leveraging your skills and providing valuable guidance to small businesses, as your role is crucial to their success.
I have been paid well and traveled the nation to help S & P 100 corporations while employed as a Senior Business Consultant for PricewaterhouseCoopers. I have many skills, expertise, and creative ideas to share, and am inspired to help others. My clients get my expertise for a fraction of what the clients paid PWC for my work.
For PWC I Solved numerous complex issues where many others failed. That's right if a client had accounting or business issues that lingered and I was available, I was assigned what others labeled as "unsolvable projects". My reviews led to me receiving large compensation packages.
I love personal growth and challenges.
The opportunity to positively impact the community, industry, or the world at large. There's a desire for me to create something meaningful and contribute to society.
I have shown you my credentials without explaining some specifics. I designed, directed, and implemented huge custom information systems that improved efficiency in the finance department enabling a 79% reduction in finance staffing. While at PWC, I consulted for the Department of Defense Depot systems for all military branches. The project was over a decade old when I came on board, and the system could not be reconciled or produce any financial statements. Within minutes of reviewing the transactions posted for the cost accounting module, I informed everyone the transactions posted were all incorrect and the module needed to be redesigned. I installed SAP Finance for several S&P 100 corporations.
YES - We have a secure portal along with a secure business email. This drastically reduces the cost, and we pass the savings on to our clients. For bookkeeping, we can sign on to our client's accounts and have real-time interaction assisting or training them or their employees where needed.
A large percentage of our work is online and remote. We give excellent service, and everyone is safe.
