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Our Services
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Accounting and bookkeeping
Monthly and Quarterly bookkeeping and accounting services are rendered on a retainer basis as follows:
Single: Client source documents (i.e. bank statement, credit card statements, checks, etc.) and dropped off or mailed to our office. For clients within close radius to one of our offices document pick-up service is available. Our team enters all of your transactions into a secure computerized accounting system. A “for management use only” profit and loss statement is prepared along with a reconciliation of all bank and credit card accounts. Typical fees range from $60 to $250 per billing cycle.
Double: Onsite accounting and reconciliation service. Our team visits your office to reconcile bank accounts, credit card accounts, loans, etc. We make month-end adjustments, reclassify misposted transactions, make unposted transactions, and prepare a “for management use only” profit and loss statement. We make any necessary recommendations and adjust the chart of accounts on an as needed basis. Actual day-to-day financial transactions are made by the client or a member of its staff. Typical fees range from $200 to $450.
Triple: Full service bookkeeping and accounting service at our office. This service typically includes entering all financial transactions, reconciling bank accounts and credit card statements, invoicing customers/clients, tracking payments received (accounts receivable), paying your bills (accounts payable), entering cash receipts, payroll processing, making any month-end adjustments and preparing a “for management use only” profit and loss statement. Also included is a quarterly tax/management planning meeting with Christopher J. Picciurro, CPA, MBA. Typical fees range from $300 to $1,000.
Home Run: Onsite full service bookkeeping and accounting service. Our team visits your office to enter all financial transactions, reconcile bank accounts and credit card statements, invoice customers/clients, track payments received (accounts receivable), pay your bills (accounts payable), enter cash receipts, process payroll, make any month-end adjustments and prepare a “for management use only” profit and loss statement. We review any related work done by your staff members. Also included is a quarterly tax/management planning meeting Christopher J. Picciurro, CPA, MBA. Typical fees range from $500 to $2,000.
Remember that all engagements can be customized to meet the specific needs of each client. This schedule of services is guides to ensure your needs are met and expectations are exceeded. If you are in need of “compiled” financial statements for third-party use a separate engagement is necessary.
NOTE: All retainer-based bookkeeping and accounting service packages include year-end W-2 and 1099 preparation, worker’s compensation audits and compliance, and personal property tax statement preparation at no additional cost. Normal and routine communications are also included in each package. Triple and Home Run packages include complimentary payroll processing services via (Payroll Solutions Group LLC).
Annual bookkeeping and accounting services are rendered on an as-needed basis. Typically this service is performed in conjunction with (tax preparation services). All of these services are customized to fit your needs and budget.
Tax planning and preparation
At Picciurro & Associates, CPA, PC, we recognize the needs of our clients in the tax compliance and consulting area. Almost ever major facet of an organization - from compensation to equipment purchases to moving to a new location - is impacted by taxes.
We provide comprehensive tax planning and preparation of all tax returns including individual, corporate, estate, trust, partnership, sales tax, payroll tax, property tax and non-for-profit. We prepare the necessary returns to protect your interests and save you time.
We will work with business owners and individuals to ensure that they keep more of what they make. Our focus in working with individuals and management is to plan according to the specific needs of the individual. Our experience has taught us that planning is critical to helping our clients achieve their goals.
We provide a full range of tax services to our clients, including:
- Tax Analysis and Planning - We bring immediate and long-range benefits to a business organization by helping to reduce its effective tax rate. For individuals, we provide assistance with effectively planning for life events and maximizing wealth. In the business area, Picciurro & Associates, CPA, PC our services include, but are not limited to, corporation income splitting, and the evaluation of such business structure formations as incorporation, “S” corporation, professional service corporation and limited liability company.
- Benefit Consulting - We advise clients in developing flexible, creative benefit strategies. Services may include reviewing existing health plan benefits, structuring management compensation strategies or recommending the appropriate retirement plan.
- Federal, State and Local Tax Consulting - We help companies control and manage federal, state and local tax costs while maximizing opportunities.
- Transaction Consulting - Whether a client is buying or selling a business, entering into a joint venture or considering any other significant transaction, we can provide valuable assistance in analyzing and structuring the deal in the most tax efficient manner. We also provide comprehensive tax due diligence assistance in order to protect our clients’ interests.
- Representation Before Taxing Authorities - Whether it is the IRS or a state taxing authority, an audit or notice can be a time-consuming and unpleasant experience. We routinely assist our clients with these examinations to make the process as painless as possible, thus allowing our clients to devote their time to doing what they do best - running their business.
Business consulting
As management consultants, we at Picciurro & Associates, CPA, PC play a vital role in helping businesses get the most out of their resources and increase their profitability and efficiency. Our intimate knowledge of our clients’ organizations, operations, finances, personnel and tax situations give us the necessary insight to assist them in achieving their goals. In doing so, we provide advice and assistance with projects in major business areas including organizing, planning and managing all of their business activities.
We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
- Accounting software selection and implementation
- Business entity selection
- Business valuations
- Business formation and transition planning
- Financial and retirement decisions
- Estate, trust and gift planning
- Human resource assistance
- Loan process assistance
Payroll processing via our sister company Payroll Solutions Group, LLC
