Moss Financial Services, PC provides a wide range of services to individuals and businesses in a variety of industries. At Moss Financial Services, PC, I strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
My professional services include:
At Moss Financial Services, PC, I guide my clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. My expertise, experience, analysis and thorough research allows me to optimize financial opportunities to be found in existing as well as recently altered tax laws. I am knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Moss Financial Services, PC's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, and tax plannings.
These services include but are not limited to:
At Moss Financial Services, PC, I focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help my clients face the myriad challenges of business planning and execution. My clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. My assurance services will improve information quality or its context, meaning more success for your business.
These services include but are not limited to:
Moss Financial Services, PC's financial statement services comprise of two levels of assurance depending on your company's needs.
Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.
Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.
Moss Financial Services, PC's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. I can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Moss Financial Services, PC can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. I don't just help you use the software, we help you use it more efficiently and more effectively.
Moss Financial Services, PC offers the following solutions to help meet your QuickBooks needs:
I train you personally! Either one-on-one or several individuals within your organization at your company's location.
I install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.
I assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. I also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
My QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, my support is not limited just to the software part of it, but I can also provide accounting and payroll assistance.
My QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Moss Financial Services, PC can advise you on choosing an entity type and later restructuring if advantageous. With my knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Professional representation can be vital during an audit, and my experience with tax authorities enables me to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with my firm can put many of your worries at bay. I am ready and willing to answer any and all questions the IRS may be asking of you.
As technologies rapidly advance, companies increasingly need to update their computer systems. Moss Financial Services, PC can audit your system competencies and gauge upgrade needs as well as provide support in choosing new accounting systems. As an expert in this field, I can put your computer problems at bay as well as improve your computer system's performance taking into consideration any budget you may have.
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Moss Financial Services, PC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. I can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.
No one can predict the future perfectly, but we can all benefit from planning for it. Moss Financial Services, PC combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. I make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, my work can range from top-level reports to detailed financial models.
Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Moss Financial Services, PC can provide professional know-how to help you successfully structure and negotiate the deal. Moss Financial Services, PC employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With my expert advice, you can make the right business decisions for your business for optimum success.
Whether your needs are corporate or personal, Moss Financial Services, PC's professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, my expertise may be able to save you money and/or lower your payments.