Financial Services

Looking for help keeping up with the financial burdens of your business?

William Edward Allen, CPAs can help!

As experienced professionals entrepreneurs, we have all of the necessary skills to provide you and your company with the best financial advice available coupled with the high value we place on personalized service.

To that end, we have designed a package of services that we have made available for a fixed monthly fee.  William Edward Allen, CPAs can provide your business with these services and allow you to get back to doing what it is you do best … MAKING MONEY!

Pick Up and Delivery of Accounting Records

To make our service as convenient and unobtrusive to your day-to-day operations as possible, we will come by your office to pick up and drop off your accounting records and financial statements.

Preparation of Monthly Financial Statements

Each month we can provide you with a trial balance, balance sheet, income statement, bank account reconciliations and a detailed general ledger.  These can be prepared either by review of your internally prepared financial statements or by providing us with your raw data, including bank statements, check registers and credit card statements, with which we will then prepare your financial statement package.

Consultation on Monthly Financial Statements

We will provide you a monthly analysis of your financial statement package.  This consultation can either be performed in person or on the phone at your convenience.  Preparation of Payroll and Related Returns: We are able to prepare all of your payroll tax returns and the related forms.  These include Forms 941, 940, W-2s, W-3s, 1096 and 1099.  Our involvement can give you peace of mind by helping you stay out of trouble with the IRS.

Unlimited Personal & Business Consultations

We are happy to answer any tax or accounting questions you may have.  You may call us anytime and we will be available for a consultation or to schedule a time for you to come to our office for a visit.  There is no charge for these consultations because we want to encourage communication between you and us, your personal tax and business advisors.

In addition to these services, which are included in our monthly agreement, we offer many other financial services and provide a wide array of tax solutions for your business.  These include but are not limited to:

  1. Assistance for installation and consultation of accounting software.
  2. Assistance in securing business and personal financing.
  3. Assistance in choosing and setting up the appropriate business entity.
  4. CPE and other educational seminars.

By hiring William Edward Allen, CPAs to provide your business with these services, you can get back to doing what it is you do best… MAKING MONEY!

Call William Edward Allen, CPAs at 817.898.1600, or email us today to schedule a FREE consultation with one of our professionals!