Client Services
McRoberts & Associates offers a wide range of services to our individual and business clients. Due to individual attention , clients benefit by getting personalized, quality service that is beyond comparison.

The list below is not all-inclusive. Please contact us about a service if you do not see it listed.

(Click Service Title For Details)

 


Accounting Services

Accounting Services

Providing financial information to you assists in the success of your business decisions. Meaningful, well-organized financial records ensure that you will have relevant information to run your business more efficiently. These cost effective accounting services include the following:

*General ledger & financial statement preparation

*Bookkeeping (Monthly/Quarterly/Annual)

*Accounting system setup for new businesses

*Computerized payroll tax compliance services

*Business tax return preparation (Ohio CAT tax, Sales & Use/Business Property)

*Personal financial statements

*Litigation support

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Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. You can use our professional services to assist you with the day-to-day tasks associated with bookkeeping.

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Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. Forecasts and evaluations of your company's financial condition, estimates of financing requirements, and tracking cash-flow sources and uses is a service available to you.

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Compilations

The Financial reporting process is also an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

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Financial Statements

You can benefit with assistance in the preparation of your financial statements in accordance with professional standards known as a Compilation Report that expresses no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

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Consulting Services

Consulting Services

Client success is a measure of our success. Assistance to help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition, consultations in problem areas may result in comprehensive, flexible strategies that address the issues affecting your business. The following lists a few of the areas of consulting services available to you:

*Accounting software selection and implementation

*Type of entity selection

*Buying/selling a business

*Computer systems

*Financial decisions

*Retirement plan design and plan operating matters

*Estate, trust & gift planning

*Implementing business internal controls

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Tax Services

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. Implementing the internal controls necessary to ensure a reliable, efficient, and effective payroll system is crucial to business success. In addition, you may use assistance to develop a payroll system and to prepare all required payroll tax returns for timely payment and filing compliance.

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Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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Tax Preparation

Significant investment in computerized tax preparation and research software provides the means to accurately and efficiently prepare your returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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