KLP Financial, LLC provides 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. Our professional services include:
Business Advisory Services
When seeking business advice you need a source you can trust, someone who has a seasoned perspective of business cycles. We can assist you in developing and implementing your business plan.
We offer the following advisory services:
- Client Accounting – monthly/quarterly accounting and bookkeeping
- Quickbooks and Peachtree Consulting
- Budgeting and Planning
- Onsite Accounting Assistance
- Preparation of Payroll and Sales Tax Reports
- Corporate formation
- Comptroller Services
Accounting and Bookkeeping Services
As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits. We offer a complete package of monthly bookkeeping and accounting services. Each month we will do the following things for you:
- Reconcile your bank account
- Prepare monthly financial statements
- Handle accounts receivable and payable transactions
- Complete adjusting entries
- Provide a cash flow analysis
- Compute and report sales tax
- Payroll processing
These tasks form a solid foundation of your small business accounting system. You can customize the package of services you receive each month, including adding other services such as payroll, tax planning or tax preparation. We are always available to spend time with you so you fully understand how to interpret and utilize the financial information we provide.
Payroll Services
Our firm offers complete payroll preparation and payroll tax reporting services. We will prepare all federal and state returns and comply with all filing deadlines. We will prepare the following tax forms as needed for your business:
- Federal and State Payroll tax returns
- Federal and State unemployment tax
- Federal and State payroll tax deposits
- Annual employee tax statements (W2s)
Tax Management Services
An effective tax plan is a powerful business tool that will greatly enhance your business success. Our professionals stay on top of the ever changing tax laws and look for every opportunity to save you money. Our goal is to minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals are achieved! Tax-related assistance includes:
- Tax planning
- Preparation of Tax Returns – Corporate, Personal, Federal and State
- Representation before the IRS
- Tax projections and estimates
- Corporate and Personal Extensions
IRS Representation
Our firm knows the tax laws and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. If you have been chosen for audit, the professional representation you can find with our firm can ease your mind. We are ready and willing to answer any and all questions the IRS may be asking of you.
Entity Formation and Compliance
Deciding which business structure is right for you can be a daunting task. We can walk you through the entity formation process and determine which corporate structure can protect your assets while providing you with the maximum tax savings. Once your entity is formed, we will review your corporate filings annually to keep you compliant with state regulations.
Cash Flow and Budget Analysis
Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. Our firm can help you maintain optimal cash flow levels by tracking receipts, expenses and assisting with forecasting and budgeting accordingly. We can help you analyze your spending, and rebalance your budget for an optimal cash flow that supports your company’s needs. This plan can be reviewed throughout the year or when there are any major changes in your business.
Quickbooks/Peachtree Accounting Help and Assistance
Professional accounting software can provide useful and timely information in the form of financial statements, reports and graphs. Our firm offers the following solutions to meet your needs:
- Consulting services – We can explain the various choices you have when it comes to accounting software;
- Setup & Installation– We can assist you with installation and customization of the software;
- Personal Training – We will train you how to use the software for day to day operations;
Support – We will always be available to answer any of your questions regarding the software you chose and any type of transactions you may encounter.