Financial Services

We are a complete solution for your personal and business accounting and bookkeeping needs

 

Financial Services...

We can help you with every aspect of your tax preparation and planning.

Including individual, partnership, non-profit, and corporate returns. We also offer a complete range of accounting, financial statement compilation, reviews, and write-ups, Sarbanes Oxley 404 documentation and testing and many other accounting services.


  • Tax Preparation (Individual, Small & Medium-sized businesses)
  • Non-profit tax preparation (Form 990, 990EZ)
  • Accounting & Book-keeping             
  • Business profitability Analysis
  • Business Plans
  • Sarbanes Oxley Consultation (Review and Testing)
  • Budgeting
  • Payroll (Small & medium-sized businesses)
  • Small business Start-up Consultation
  • Financial Seminars
  • Write-Up Services

Budget & Forecasting Service

Accurately forecasting your revenue and expenses can help you operate more efficiently, market your organization more effectively and utilize your employees to their fullest. A properly constructed budgeting process can enhance your chances of success.  A budget can help you perceive problems before they occur allowing you to take corrective actions in your budget planning to prevent those problems. A budget is an indispensable tool in the business planning process. A budget is useful for converting business objectives into action plans, and making success a more likely reality. A good budget can help employee morale by helping focus employees to meeting written goals and objectives by effective communication and motivation of employee to do their part in accomplishing the companies financial goals and objectives. Contact us by phone or email and let us help you implement a solid budgeting process for your company

Income Tax Preparation
  • Individual
  • Business (Sole Proprietors, Partnerships, Corporations)
  • Non-Profit Tax Preparation (Form 990)
Business Finance
  • Financial Statement Analysis
  • Finance Seminars for Employees
  • Budgeting and Cash Flow Management
  • Cost Reduction and Strategic Business Planning
CPA & Accounting Services
  • Accounting and Bookkeeping
  • Business Plans
  • Sarbanes Oxley 404 documentation and testing
  • Internal Controls Consultation
  • Financial Statement Compilation and Write-ups
  • New Business Formation (Start-up) Consultation
  • Payroll Taxes (small & medium size businesses)
Who are our Clients?
  • Individuals
  • Medical and Dental Practices
  • Lawyers and other Professionals
  • Retailers
  • Wholesalers
  • Restaurants
  • Non-Profit Organizations
  • Construction Companies
Financial & Business Analysis

Report Analysis-

As a business owner you need to know how your decisions effect your business.  Through a line by line, segment by segment analysis of your financial reports, we provide verbal or written analysis on good and bad trends, significant variances, and other means of providing you valuable information about your business.

 

Ratio Analysis-

The Balance Sheet and the Statement of Income are essential, but they are only the starting point for successful financial management. We apply Ratio Analysis to Financial Statements to analyze the success, failure, and progress of your business. Using Ratio Analysis may enable you to spot trends in your business. Ratio Analysis will enable you to compare your business' performance and condition with the performance of similar businesses in your industry. Comparing your ratios with those of businesses similar to yours over several successive years may provide the all-important early warning indications that allow you to solve your business problems before they destroy your business.

Internal/Accounting Controls Assessment

CW Financial Services, LLC understands the pressures today's small business owners face, as well as the significant impact these pressures have on your organization.  Adding value to your business, staying ahead of your competition, moving toward greater achievements and more challenging goals, does not come easy in today's business environment.


Let us focus on the details so you can attack the bigger issues facing your organization.  Utilizing the experience and insight an accounting professional provides can improve your organization's ability to respond to competitive challenges by:

  • Reducing wasted time
  • Improving efficiencies in processes
  • Reducing overall costs..

Our Accounting controls assessment will help you pinpoint operational risk situations, give suggestions on improving controls, and provide a means of implementing new control procedures.  Thus allowing you to have confidence that the proper systems of control are in place, the best written business procedures are setup, and your staff has the training to understand and carry out their tasks.