We are Certified QuickBooks® Professional Advisors and provide support and training to QuickBooks users

• Installation services
• Training on your site or ours
• Ongoing support services
• Customizing to your needs
• Per incident or ongoing agreement billing

 

How a Certified QuickBooks ProAdvisor & CPA Can Help You?

All Certified QuickBooks ProAdvisors are specially trained experts who have earned their credentials by passing a rigorous and comprehensive QuickBooks certification course. We offer a wide range of services, including QuickBooks setup, training, and troubleshooting. In addition, we are small-business consultants, and tax experts. We are both CPA's and a Certified QuickBooks ProAdvisors. We understand the challenges you face and can offer guidance on everything from complex accounting questions, payroll interpretation to mastering advanced features of QuickBooks including accounting clean up services.
 

How can a Certified Quickbooks ProAdvisor help my business?

As a Certified QuickBooks ProAdvisor, Koerner & Koerner couples a solid understanding of accounting principles with a fundamental knowledge of the QuickBooks software including journal entries, journals, forms, registers, and reports, set up a company data file, manage accounts receivable and accounts payable, track sales tax, enter inventory, track time, work with payroll items, and reconcile accounts and more.

As Certified QuickBooks ProAdvisors, Koerner & Koerner is provided with the software, support, information and resources necessary to give outstanding service and support to our QuickBooks business clients. QuickBooks ProAdvisors enjoy unlimited technical support from a team of over 100 US-based agents who exclusively address accountant software issues. Our firm's ProAdvisors are able to obtain priority status to speak to QuickBooks support enabling us to get the answers to the more complex questions quickly.
 

QuickBooks Consulting

• Set-Up
• Budgeting
• Accounting Clean Up
• Training
• Monthly or Quarterly Monitoring System Evaluation and Process Improvement

 

Industry Experience

• Medial, Legal & Engineering
• Computer/Software
• Construction
• Distribution
• Hospitality-Hotels & Day Cruises
• Internet Advertising
• Manufacturing
• Technology
• Transportation
• Real Estate
• Retail
• Non-Profit Organizations
• Start-ups
• Retirement Planning

 

QuickBooks and QuickBooks ProAdvisor are registered trademarks and/or registered service marks of Intuit, Inc., used with permission.

We can prepare your Federal and State Tax Returns

 

• All state returns available
• Part-year and non-resident returns
• Electronic filing
• Open year round
• Security of knowing returns were prepared by a Certified Public Accountant
• Available to represent you at IRS and state audits
• Fully computerized

Financial Statements

We can provide you with a financial statement in compliance with the guidelines of the American Institute of Certified Public Accountants

• Compilations
• Review Reports
• Audits
• Projections
• Support for bank financing
• Special reports

 

Tax Planning

We can help you and/or your business save money and reduce taxes

• Before year-end planning
• Choosing an appropriate entity
• Estimated tax liability computation
• Implementing appropriate tax law changes
• Retirement plan options
• Fringe benefit planning
• Year-round monitoring
• Estate planning
• Assistance with retirement planning

 

Management Consulting

We can help your company, on a regular basis, maintain focus to obtain objectives

• Provide benchmarks and insight into current business trends
• Business acquisitions or sale
• Ratio analysis with comparable industries
• Home-based business decisions
• Compensation planning
• Buy/sell agreement
• Cash flow planning
• Budgeting and forecasting

 

Non-Profit Organizations

We can assist the non-profit organization

• Charitable organizations
• Homeowner associations
• Political organizations
• Management consulting
• Reporting requirements

 

Estate Planning

Estate planning on your own can be complicated and costly. There are so many things to be considered….state taxes, federal taxes, appraisals, life insurance, IRA's, 401(k)'s, and annuities to name a few. You may feel you are too young, or the thought of death makes you uncomfortable. In all cases, estate planning ends up saving your family time, heartache, and money. Planning what happens to your estate can seem frustrating and intimidating without qualified help.

We can help.

Every situation is different. We need to get to know you and your unique situation.

We will help you…

• Clearly define your estate planning goals
• Evaluate options
• Assist in preparing, organizing and review your estate planning documents

 

The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
 

Payroll Service

When it comes to paying employees, laws and the IRS have made the payroll function a time consuming nightmare for the small business owner. As a business grows, it must hire more employees, which can result in increased time spent in payroll administration. Trust Koerner & Koerner, P.A. to assist you in implementing the controls needed to ensure a reliable, efficient, and effective payroll system. We offer payroll solutions that meet your business needs and enable you to spend time doing what you do best – run your business. Let us prepare your federal and state quarterly and annual tax returns, including W-2, W-3, and 1099 forms.