Certified Public Accountants
Ross, Kerby and Associates provides a wide range of services to individuals and businesses in a variety of industries. At Ross, Kerby and Associates, we 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. We do not sell stocks, bonds, life insurance or any financial products. We work by the hour and our only product is professional service. Our professional services include:
Tax Preparation and Management Services
At Ross, Kerby and Associates we guide our individual and business clients through a full range of tax planning and tax return preparation. Our strategy is to minimize your tax liabilities, maximize your cash flow and keep you on track toward your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
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From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Ross, Kerby and Associates’ 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 planning.
These services include but are not limited to:
- General ledger
and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting
system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Personal
financial statements
- Corporate tax planning and
return preparation
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At Ross, Kerby and Associates, we focus on building close client relationships that add long-term value. This includes assisting with financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our 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. Our assurance services will improve information quality or its context, meaning more success for your business.
These services include but are
not limited to:
- Compilations of financial statements
- Entity selection and restructuring
- Accounting software selection, implementation, and support
- Transaction structuring and negotiations
- Business succession
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Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Ross, Kerby and Associates’ role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss. We are experienced professionals in the preparation of estate and fiduciary tax returns.
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Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. We are ready and willing to work with you in answering questions the IRS or other tax representative may be asking.
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Accurate record keeping is essential to a successful business yet can also be complicated and time consuming. Ross, Kerby and Associates can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
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Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Ross, Kerby and Associates can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
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QuickBooks and Peachtree Accounting Help and Assistance
QuickBooks or Peachtree accounting software 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. We don't just help you use the software, we help you use it more efficiently and more effectively.
Ross, Kerby and Associates offers the following solutions to help meet your QuickBooks or Peachtree needs:
Personal Training- We train you personally! Either one-on-one or several individuals within your organization at your company's location.
Installation- We install QuickBooks or Peachtree on your stand alone computer or in a network environment, in either single- or multi-user mode.
Setup- We assist new QuickBooks or Peachtree users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We 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.
Support- Our QuickBooks or Peachtree support service can assist you with installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
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Ross, Kerby and Associates’ payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns. We can prepare quarterly and annual payroll reports for any size business in a timely and efficient manner.
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Cash Flow and Budgeting Analysis
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Ross, Kerby and Associates 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. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business success. This budget 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.
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