Client Services

We offer a wide range of services to our individual and business clients. We focus on providing personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost-effective accounting services including the following:

*General ledger & financial statement preparation

*Bookkeeping (monthly/quarterly/annual)

*Accounting system setup for new businesses

*Business tax return preparation

*Personal financial statements

*Litigation support

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Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

*Audit - the objective of an audit is to provide a reasonable basis for expressing an opinion regarding the financial statements taken as a whole. Our audits are conducted in accordance with auditing standards that require we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. It also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation.

*Review - the performing of inquiry and analytical procedures that provide a reasonable basis for expressing limited assurance that there are no material modifications that should be made to the financial statements for them to be in conformity with generally accepted accounting principles.

*Compilation - the presenting in the form of financial statements information that is the representation of management (owners) without expressing any assurance on the financial statements.

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Bookkeeping/Write-Up

Meaningful and well-organized financial records ensure that your business operations will run more efficiently on a daily basis and form the foundation of a successful business. Our qualified team can assist you with getting your books in order so you can work on your business.

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Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced team can assist you in achieving your company's financial goals.

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Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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Tax Services

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced team can develop tax strategies that take advantage of new tax laws and legislation.

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IRS Representation

Years of experience dealing with many taxing authorities have allowed us to achieve a level of competence ensuring our clients that they are being properly represented before the various federal and state tax agencies.

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Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Consulting Services

Accounting Software Selection & Implementation

As the number of computerized accounting software packages available for small businesses and individuals multiplies, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are continually exposed to software programs. Our experienced team can help you choose and implement the system that best fits your needs.

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Business Succession Planning

Effective coordination of your business transition is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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Business Consulting

We gauge our worth by the personal and business successes of our clients. 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.

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Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, 401(K)s, Keoghs, SEPs) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified team can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. If your retirement plan exceeds 100 participants, Bond, Sippola, DeJoy & Co. can audit your plan to ensure accordance with ERISA and the Department of Labor Standards.

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Debt & Financing Services

Debt management and the evaluation of financing options are issues that we deal with every day. Let us use our experience to assist you in securing financing for your personal or business needs or in consolidating your current debt to a more manageable level.

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Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications whether positive or negative. We can assist you in evaluating the advantages and disadvantages of each entity type to help you determine the most advantageous form of business for your company.

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Miscellaneous

Outsourced Controller

Many businesses are too small to require a full time controller. Our experienced controller team can fulfill your needs when you need them. Our team can visit your offices weekly, monthly or quarterly to help with your accounting requirements on an as-needed basis. Our outsourced controller can be a cost effective solution to your accounting and information needs.

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QuickBooks

Our certified QuickBooks team can help you implement and improve how QuickBooks works for your company.

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Fixed Asset Accounting

Tracking and accounting for your fixed assets (property and equipment) is an important part of your accounting records. Our team can prepare the depreciation reports so you can track what you own, make the appropriate accounting entries and save money on your income and personal property taxes.

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