She specializes in QuickBooks, but also has experience
with other general ledger programs. YPTC is not a CPA firm, and provides no attestation services with regard to financial reports. Pat Baggett – Patrick Baggett began his career as an auditor for the Florida
Department of Revenue.

Trying to navigate the federal tax code can be time consuming, complex and confusing. Most importantly, understanding which tax laws apply to you and what impact they have is critical to ensuring you can make decisions that are “tax friendly.” Click here to learn more about our Tax & Consulting Services. Delivering on our promise to always give back to the communities in which we live and work, you’ll see our team members volunteering at local nonprofits, serving on boards and committees – doing our part every day to make a difference. And when it comes to protecting your reputation, constituents, donors and students, our Cyber and Information Security Team can deploy solutions and respond immediately to any cybersecurity threats.

About our CPA Firm

The firm records receipts and payments, maintains general ledgers and sales journals, prepares financial statements, and handles bank reconciliation matters. The company also curates tax reports and takes care of the electronic filing of income tax returns, VAT returns, and federal employment reports. Better Business Services has been in the bookkeeping industry for over 39 years.

Growing your business without a road-map can bring difficulties, inefficiencies and personnel challenges. Our collaborative Business Optimizer Process helps business owners and their executive team specifically define goals, benchmark current positions and develop and implement a plan Bookkeeping Services in Orlando to achieve them. The Strategic Services Group helps build the necessary value drivers to enhance the business value, whether ultimately  transitioning to a third party or key employees. Planning, efficiency and open communication define our firm’s approach to assurance and auditing.

HELPING NON-PROFITS SAVE TIME & RESOURCES

The non-profit entities or organizations face a number of challenges which the profit businesses do not have to undergo. The non-profit entities without any kind of back-office experience make it even more difficult to operate. But with Complete Small Business Solutions by the side of the non-profit organizations in Florida, they need not worry at all. Jon Sorenson – Jon graduated from the University of South Florida with a Bachelor of Science in Accounting.

• The lower postage rates can also be used to promote meaningful messages such as the importance of voting or charitable donations.
• Jon is also certified by the State of Florida to perform sales and use tax audits.
• We will manage your bookkeeping and help keep your business on track, all for a very reasonable fee.
• The organization’s income earned can be exempt from federal income tax depending on the nature of the organization and its activities.

We don’t see you as just another client with a familiar problem; we see you as a client whose organization has specialized needs that must be met. Cathy Davis – Cathy graduated from the Ohio State University with a Bachelor of Science in Accounting and began her career in Ohio, before moving to the Orlando area shortly thereafter. Cathy has over 20 years of public accounting experience as well as having held accounting positions https://www.bookstime.com/ in manufacturing firms. Dan served as a tax manager in a large local CPA firm and then in a medium size firm before coming to Schafer, Tschopp, Whitcomb, Mitchell & Sheridan, LLP. He has a wide range of experience helping businesses and individuals through the many difficult rules and regulations in the field of taxation. Mike Schafer – Mike attended Michigan State University where he obtained a BA degree in Accounting.

Service Providers

Mike had experience with a “Big Six” firm and a local firm before he and Joe Mitchell started their own firm in 1992. Today’s not-for-profit organizations face complex reporting requirements, rigorous grant applications and specialized tax laws that can make operating a Non Profit extremely challenging. Lower postage rates on corporate mailings with 501(c-3) status is a great way to help businesses save money. It allows them to spend less on postage and more on other aspects of their business. Lower postage rates also incentivize businesses to send more mail to reach potential customers, which helps them grow. This could be especially beneficial for small businesses or non-profits struggling financially and needing to save as much money as possible.

• The company provides various bookkeeping solutions, including cash flow analysis and forecasting, product training and setup, historical cleanup and catchup work, and profit first assessments.
• It also offers internal management reports, financial analyses, general ledger computations, and bank reconciliations.
• Depending on the scope of their activities, they may also need to pay state or local taxes.
• Planning, efficiency and open communication define our firm’s approach to assurance and auditing.

Furthermore, these organizations must comply with all tax laws, file annual reports, and ensure that no part of their income benefits a private individual or shareholder. With credibility firmly established, donors can be sure that their money is being used appropriately and effectively. Cashwell Accounting, Inc. is a Clermont business that serves business owners and individuals. Services include billing and invoicing, notary services, personal tax preparation, corporate tax preparation, payroll services, QuickBooks set-up and training, sales tax preparation, and monthly and quarterly bookkeeping. For less than what it costs you to do it yourself or hire someone, Fontana Consulting PLLC, a Orlando consulting firm, can manage all or part of your accounting function. We prepare timely and accurate financial reports and then provide you valuable analysis of your financial data.

Best Bookkeeping Services in Orlando

A compilation is the minimum level of service that a CPA can provide for a client’s financial statement. During a compilation, we will determine that the full disclosure financial statements are reported appropriately based on the information provided to us by management, yet we are not required to verify or corroborate this information. At Fontana CPAs we understand the unique operational and financial challenges faced by the leaders of Non Profit organizations throughout Tampa, Orlando and the surrounding areas. In today’s economy, company resources are stretched more than ever, and as a Non Profit you are always looking for ways to reduce costs, increase your revenue and improve your ability to serve your customers. Tom is firmly established in the Central Florida business community with involvement in the American and Florida Institutes of Certified Public Accountants and active participation in community and professional activities.