One of the most rewarding areas of our practice is to help educate our clients and their staff on a wide variety of topics. Our goal is to provide you with practicable information and techniques which will:

• Promote efficiency within your organization
• Educate the participant on relevant topics
• Allow participants to apply what they have leaned immediately
• Reduce your organization’s costs
• Achieve personal and business goals
• Allow for career development
• Provide networking opportunities

• Human Resource Function and Payroll Overview
• Accounting for Non-accountants
• Time Management Skills
• Achieving Your Goals
• Marketing, Advertising and Business Writing
• New Business Start-ups

Accounting Services

Our firm provides a full range of accounting services to meet all your company’s needs, always with the value-added extra.

General Accounting Services - Performed on or off premises, the services we provide are tailored to the specific needs of your company, such as:

• Classification and posting of transactions
• Inputting and processing accounts receivable and payable transactions
• Preparation of monthly bank reconciliation
• Proposing adjusting journal entries
• Calculating depreciation and amortization expenses
• Preparing your company’s trial balance
• Preparing payroll for your employees
• Supporting and working closely with your existing bookkeeper (if applicable)

Accounting Reports and Financial Statements - We can issue three levels of accounting reports, each with different levels of assurance expressed by our firm. We prepare the level of accounting report that is appropriate for your circumstances. Any prepared report will contain financial statements for management’s use and for possible use by outside third parties.

Compilation Reports - Commonly prepared for management’s use and limited third party use
Reviewed Financial Statements - Commonly required by banks and some creditors
Audited Financial Statements - Usually required by governmental agencies, creditors and investors

• Setting and achieving your goals
• Planning for growth (operations and staff) and increased revenues
• Budgeting and monitoring performance
• Improving operational efficiencies, cash flow and inventory management
• Strengthening your human resource management function
• Converting and implementing new accounting systems
• Developing exit strategies
• Completing other project-oriented engagements

Tax Compliance Services

Our tax services are designed to help you meet your filing requirements as well as minimize your tax liabilities.

Income Tax Preparation

• Preparation of corporate federal, state and local income tax returns
• Preparation of individual federal, state and local tax returns
• Preparation of all required payroll tax filings, including employee W-2s
• New business start-up tax filings and related elections
• Preparation of other required filings such as 1099- Miscellaneous forms
• We can prepare any state tax return for individuals or corporations
• Preparation of Estate, Gift, Inheritance or Trust tax returns

• Selecting how your business is organized (e.g. proprietorship, corporation, or LLC)
• Creating a comprehensive tax plan with tax savings strategies and projections
• Selecting tax deferral options such as retirement plans or employee benefit plans
• Purchasing or selling a business
• Purchasing versus leasing decisions

• Preparing the responses to most notices you receive from taxing authorities
• Preparing supporting documentation and representing you at various tax audits
• Preparing any past due tax returns
• Negotiating certain tax bills to minimize your tax liability

Controllership Functions

As your company grows, your financial and accounting needs become more complex, and you need trained and dedicated personnel to handle those responsibilities. However, it is often not feasible to hire a full-time chief financial officer or controller because of the cost. Nevertheless, the need for the position remains, as more complex deals and proposals between you and your customers, vendors and bankers must be analyzed. In many cases management needs unbiased recommendations in order to make informed decisions.

That’s where the experts at the accounting firm of Lawrence P. Poppert III, CPA, can help. We can provide you with the key information you need to make those very important decisions. For this service, we commit to working at your premises for a full day on a periodic basis, perhaps once every two weeks. Some of the areas we can be involved are:

• Negotiating credit (rates, fees, terms and restrictive covenants)
• Evaluating risk management tools such as insurance products
• Evaluating employee benefit plans such as health, retirement and other plans
• Interviewing candidates you may wish to hire in your accounting department
• Evaluating banking relationships
• Assessing internal control including safeguarding cash, inventory and reviewing purchasing controls
• Analyzing vendor relationships and accompanying products or services
• Analyzing customer relationships for profitability
• Developing a cost accounting system