At Diane Vogel CPA, LLC 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. Some of our professional services include but are not limited to:
- Tax Management Services
- Assurance and Advisory Services
- Estate and Trust Planning and Tax Preparation
- Litigation Support and Forensic Accounting
- QuickBooks Accounting Help and Assistance
- Cash Flow and Budgeting Analysis
- Business Valuation
Tax Management Services
At Diane Vogel CPA, LLC we guide individual and business clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities and maximize your cash flow. 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.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our 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 and tax planning.
These services include but are not limited to:
- General ledger and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Partnership and Corporate tax planning
Assurance and Advisory Services
At Diane Vogel CPA LLC, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.
These services include but are not limited to:
- Reviews and compilations
- Entity selection and restructuring
- Accounting software selection, implementation, and support
- Business valuations
- Financial projections and forecasts
Reviews and Compilations
At Diane Vogel CPA, LLC, we perform financial statement services to meet your company's needs.
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.
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure 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. At Diane Vogel CPA, LLC are role is to provide guidance to minimize these taxes and fees.
Financial and Retirement Planning
At Diane Vogel CPA, LLC our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, We can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
Litigation Support and Forensic Accounting
Diane Vogel CPA, LLC's litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.
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.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, at Diane Vogel CPA, LLC we can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will be receiving the most advantageous entity type for the functions your business performs.
QuickBooks Accounting Help and Assistance
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.
Diane Vogel-Howery, CPA is a QuickBooks Certified Professional Advisor and 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.
A key factor in maximizing the benefits of this software is the initial set up. We assist new QuickBooks users with initial setup including but not limited to: EasyStep Interview, Chart of Accounts, Beginning Balances, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup. We can save you time and frustration by doing your initial set up for you and providing adequate training to your staff. We can also help experienced users manage their businesses more effectively by improving their current 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 look over your transactions, accounts and reports. This review is not the same level of service as a “Review” of your financial statements as explained in the section titled “Reviews and Compilations”. However, this QuickBooks review enables you to receive more timely, relevant and reliable financial information. We will make corrections, adjustments or reclassifications to your financial information. QuickBooks reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
Our 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 payroll tax returns.
Cash Flow and Budgeting Analysis
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. At Diane Vogel CPA, LLC we 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. Your plan should be revisited if and when there are 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.
Financial Projections and Forecasts
No one can predict the future perfectly, but we can all benefit from planning for it. At Diane Vogel CPA, LLC we combine 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. Financial Projections and Forecasts are also valuable tools when evaluating new business opportunities that you are interested in pursuing. Depending on your needs, our work can range from top-level reports to detailed financial models.
The range of needs for valuing businesses continues to widen, and at Diane Vogel CPA, LLC we can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making confident business decisions.
Debt and Finance Advising
Whether your needs are corporate or personal, we can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.