As a business owner, you need accounting support that you can rely on. Butrica Ployd offers consistent, reliable, and accurate services to help you develop your completitive edge.
At Butrica Ployd & Associates, we provide a wide range of services to individuals and businesses in a variety of industries. 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 this every day by fulfilling a CPA's two roles:
Two Roles: Trusted Adviser and Informed Accountant
We strive two fulfill both of these roles through two primary approaches: advisory services and accounting support services.
Advisory services take a deep dive into your numbers to get a big picture view of your entire company's financial health. Once we do this, we work with you to develop a strategy that considers the tax impacts, business demands, and - most importantly - your goals. Often, advisory services start with a conversation with one of our Accountants-In-Charge. Together, we will determine what role we can play as your partner. Then, we'll develop a proposal and get started.
Advisory Services can take the form of an overarching business analysis or focus in on one specific need, such as budget forecasting and cash flow planning. We'll help understand what your needs are in our first phone call.
Accounting support provides the day-to-day and month-to-month financial underpinning you need to ensure your company stays on the right financial track. How is that? Accounting Support is designed to meet your specific needs and keep you informed. Our clients aren't surprised on April 15th because we work with them to understand their financial wellness all year round. More importantly, our Accounting Support clients understand how their company performs financially and what drives a change. With Butrica Ployd's Accounting Support Services, you'll understand your business and be ready to make it grow.
Accounting Support looks different for each company. However, our engagements often include tax preparation, annual projection, and bookkeeping - and may add Profit and Loss preparation, payroll, more in-depth analysis, and quarterly reviews. Make your financial strategy year round rather than every April 15th and we'll partner with you to take control.
Now, if you are wondering if we might still be a good a fit if you don't fit those two boxes, give us a call and let's start a conversation. Our passion is helping Small Business achieve real growth by meeting their specific needs.
Review all of our professional serives to see how we might help you:
At Butrica Ployd and Associates, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to 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.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Butrica Ployd and Associates's 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, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
General ledger and financial statement preparation
Butrica Ployd and Associates's financial statement services comprise all three levels of assurance depending on your company's needs.
Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.
Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.
Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Butrica Ployd 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.
QuickBooks 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.
Butrica Ployd and Associates offers the following solutions to help meet your QuickBooks needs:
We train you personally! Either one-on-one or several individuals within your organization at your company's location.
We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.
We assist new QuickBooks 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.
Our QuickBooks support service can assist you with any 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.
Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
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. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Butrica Ployd 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, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance 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.
Butrica Ployd and Associates's 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.
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Butrica Ployd and Associates's 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 distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s 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.
No one can predict the future perfectly, but we can all benefit from planning for it. Butrica Ployd and Associates combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.