Accounting

Whatever the stage of your business, be it a new start-up or long-term success, Smith, Kunz provides a full range of cost effective accounting services that will help you run your business more efficiently.

Bookkeeping/Write-Up

Our Certified Public Accountants and qualified staff can assist you with the day-to-day tasks associated with bookkeeping. No question is too simple in order to ensure that your accounting records are accurate, timely, and useful.

Financial Reporting - Reviews and Compilations

There are many merits to conducting an audit, but is it right for your business' needs? Smith, Kunz will work with you to determine if a compilation or review is a better fit for your business.

• Review - A review consists of performing inquiry and analytical procedures to provide our firm a reasonable basis for expressing limited assurance regarding your financial statements. Many bonding agents and financial institutions accept reviewed financial statements.
• Compilation - A compilation consists of presenting, in the form of financial statements, information that represents management (owners). Compilations are most often used internally.

Forensic Accounting

Fraud and theft prevention, detection, and investigation as well as dispute resolution services are critical during periods when you do not have the time, capability or expertise to document a defalcation. Your priority is to continue operations and return the company to profitability. Trust the experts at Smith, Kunz to focus on the fraud or theft.

Payroll Services

The administrative burden of processing payroll and then reporting to the long list of applicable authorities takes time away from managing your business. Smith, Kunz provides a full suite of payroll services, or a la carte, depending upon your business' needs. We can assist with payroll processing, reporting of payroll taxes to federal, state and local agencies, and W-2 and Form 1099 preparation and mailing.

QuickBooks® Pro Advisors

According to Intuit, "Certified QuickBooks® ProAdvisors are independent CPAs, accountants, bookkeepers, computer consultants and trainers who work with small businesses and who have completed a rigorous and comprehensive QuickBooks® curriculum developed by Intuit. They understand the challenges you face and can offer guidance on everything from complex accounting questions and payroll interpretation to mastering advanced features of QuickBooks®."

Being Certified Pro Advisors also allows Smith, Kunz to sell most QuickBooks® products at a 25-30% discount to our clients.

Business Consulting

Our value as a firm can be measured by the personal and business successes of our clients. Smith, Kunz can help you identify areas negatively affecting profitability, cash flow, and growth and assist you in developing and implementing solutions that are practical.

Cash Flow & Budgeting Analysis

Every business owner has heard, "Cash is king!" A business can be profitable and still run into trouble due to cash flow issues. Smith, Kunz can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Financial Forecasts and Projections

After decades of public and private accounting practice with multiple industries and long experience developing companies from start-up to multi-million dollar buyout, Smith, Kunz's staff can be a valuable asset in preparing forecasts and projections for your business. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. Smith, Kunz's long experience with and current exposure to successful companies in multiple industries gives us unique insight into the most critical issues facing management today. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

Tax Services

Smith, Kunz's tax services are anything but reactionary. Tax is a continuous engagement, not a once a year surprise. Keeping abreast of the latest tax laws and legislation, we help our clients identify strategies and opportunities for minimizing their federal and state tax burdens. We routinely alert our clients of strategies for deferring income or accelerating deductions.

Tax Planning and Preparation

Smith, Kunz clients are aware of the latest tax laws and legislation, as well as the steps needed to implement tax strategies congruent with their long-term personal and business goals. With consistent and expert planning, the tax return becomes simply a report to the authorities of information long known and planned for by our clients instead of a dreaded surprise at the tax deadline. Smith, Kunz plans and prepares personal, fiduciary (estate and trust), partnership, LLC, S-corporation, C-corporation, and non-profit returns.

Transaction Services

Our best clients know that each business or personal transaction has tax consequences, and that Smith, Kunz provides immediate, actionable answers while never losing sight of the big picture. (We never let the tax tail wag the business dog). Many times, the same basic economic transaction can be effected with differing tax treatments. Smith, Kunz can step you through the details.

IRS Representation

One of the biggest pros of trusting your taxes to a Certified Public Accountant is the care and expertise they employ in representing you before the IRS, state, or local tax authority, as well as the respect they immediately demand from those authorities. Let Smith, Kunz take a load off of you and your business by becoming the liaison between you and the tax man.

Business Entity Selection

Choosing the form of entity of your business is a crucial decision that can have longstanding tax implications. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company or new venture.

Retirement Plans

Tax advantaged retirement plans (i.e. defined-contribution or defined benefit plans, 401(k)s, Keoghs, SEPs, etc.) can provide significant tax advantages for companies of any size, including closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are not listed above. Please contact us with any questions regarding specific transactions or upcoming goals.