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Services

The following is a list of the services that I provide, it is not all-encompassing, if there is something that you need, and you do not see it in the list, please call me to find out how I can help you.

Computerized Accounting Systems

I am fully expert in QuickBooks™ and Peachtree™ Accounting Software and can help you install, set-up and configure your new computerized bookkeeping system.

Once your system is installed I can help you customize it to meet your specific needs and resolve any issues that arise in your day-to-day use of the system.

Bookkeeping Services

From periodic “write-up” services or “real-time” check writing and bookkeeping, I can take the worry out of running the accounting function or your small business.  Today’s entrepreneur may not have the time or expertise to keep up with the minutiae of bookkeeping.  Bank reconciliations, loans, credit cards, fixed assets, and depreciation schedules, you could spend a significant portion of your time making sure that the information you need to make financial decisions is in good order.  When are you going to have time to do what your are good at, the reason you opened your business was not to be a bookkeeper.

Payroll services

I can cut your weekly payroll checks, make sure your tax deposits are paid and file your quarterly and year-end payroll tax forms with the appropriate taxing authorities.

Income taxes

Individual, business, estate and gift tax, I have over a decade of experience helping people and small business meet tax compliance obligations.  However, taxes are not limited to April 15th.  The real goal; is not just filing your taxes, but also making sure that you only pay your fair share.  Planning is a year-round pursuit, and if it is done well, you can sleep easy on April 14th knowing that you only paid what you were supposed to, and not one penny more.

Financial Statements

There are many reasons to have financial statements prepared.  You may need a loan from a bank, your vendors may require a financial statement to extend credit, or you may just want a periodic snap shot of how your business is doing.  I can prepare financial statements for internal, management use only, or can provide a compilation, review or audit, if those types of statements are called for as well.



 


Daniel R. Kaufman, CPA, LLC | d/b/a Sterling Tax & Financial Associates | Phone 860-632-8780 | Daniel@drk-cpa.com
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Daniel R. Kaufman CPA - CT - specializes in Computerized Accounting Systems - Bookkeeping Services - Payroll services - Income taxes - Financial Statements