At Yurchyk & Davis CPA’s, Inc., we have been earning our clients’ trust with our extensive knowledge and understanding of financial issues. Our goal is to accurately assist them with record keeping, initial accounting system selection and setup, cost-containment, tax planning, investments, employee benefit, and profit sharing plans. Some of our services include but are not limited to:
- Audited, Reviewed and Compiled Financial Statements
- Personal Financial Statements
- Bookkeeping (Monthly, Quarterly, or Annual)
- Software Training and Support (QuickBooks, Sage 50 – formerly Peachtree)
- Budgets, Forecasts, and Projections
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We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize tax liabilities, maximize cash flow, and keep them on track to their financial goals. Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities that can be found in existing, as well as altered tax laws. We are knowledgeable and up-to-date on the tax laws and can make sense of your receipts, bills, and notices.
We make it our mission to have a one-on-one relationship with our clients. Through our business consulting we have the ability to pinpoint opportunities that increase your efficiency and profitability, help you manage your business’ growing pains, and identify tax saving strategies to keep your business moving forward. We are on your side and are confident that you are making the best decisions for your business. The success of your business is as important to us as it is to you.
Employee Benefit Plan Audit
Federal law requires that employee benefit plans (e.g. 401(k), 403(b), profit sharing, defined benefit plans, etc.) with 100 or more eligible participants are required to have an audit as part of their obligation to file an annual return/report (Form 5500) series. At Yurchyk & Davis CPA’s, Inc., we have a highly trained staff that is well versed in the compliance requirements of defined contribution, defined benefit, health and welfare, and profit sharing plans. We follow an audit plan specifically designed to coordinate between the client, third party plan administrator, and audit staff. We are also members of AICPA Employee Benefit Plan Audit Quality Center.
Audits often bring up feelings of fear and anxiety, but they play an important role in the financial strength of a company. Audits provide creditability to your company’s financial statements, especially when using them with lending institutions, government agencies, bonding companies, major vendors, customers, and donors. At Yurchyk & Davis CPA’s, Inc. we are able to provide the maximum return on your investments in the audit process through in-depth analysis of your financial statements, internal controls, and overall business strategies, goals and objectives.
Accounting Software Support
We pride ourselves on the quality of the software support we provide. Our staff is knowledgeable in QuickBooks and Sage 50, formerly known as Peachtree, and we can assist in the installation, setup or operation of these programs. These software programs help you manage your businesses more efficiently and effectively. We offer training seminars in our office at different times throughout the year, so be sure to check out our Seminar Calendar for more information.