ACCOUNTING AND TAX SERVICES
ADDITIONAL SERVICES
Our experience extends into more specialized services; many need these offerings, but only realize the need during our accounting and tax work. Some of our offerings include: business succession planning and consultation; business mergers and acquisitions; business valuations; and assistance in obtaining financing, both personal and business, such as equipment loans, lines of credit or mortgages. We also serve startups: from choice of entity, through formation and any needed registration. These are only a sample of our non-traditional service offerings.
CERTIFIED QUICKBOOKS PROADVISOR CONSULTING
Determined to serve all of our business client's needs, we have on staff a Certified QuickBooks ProAdvisor. Consultation services available include working with users for setup, cleanup, training, or troubleshooting. Additionally, we consult with owners or managers in order to achieve reporting to meet their needs, saving creation of multiple spreadsheets, duplicate entry, and wasted time.
SERVICES INCLUDE
- Software/Subscription Discounts
- New User Training
- Existing User Training
- Periodic Cleanup Visits
- Transitioning Data to QuickBooks
- Managerial Report Design
Financial Statements and Tax Preparation services are a primary need of our clients. Pedante and Company, Inc. puts our expertise and experience to work for you, consulting and advising you on items that may need your attention beyond the basic preparation work, and tailored to your needs. This can include tax planning, or financial and estate planning.