About the Firm
YAKOV FINKELSHTEYN
Certified Public Accountant
3901 S. Ocean Dr., #8k
Hollywood, FL 33019
954.655.7134
954.454.3990
yakovfin@msn.com
QuickBooks Services
We offer the following services to help do-it-yourself business owners manage their day-to-day operations using accounting software packages like Quickbooks.
- Standard Set-up and Initial Training
- Custom Set-up and Training
- Ongoing Technical Support
- Complete Outsourcing
Accounting software programs like Quickbooks are ideally suited for small business owners. These programs have simplified the bookkeeping process for you. However, no accounting package can be operated properly without sufficient understanding of its features and functionality. That's why we work with many of our clients to train them, assist them ongoing and provide immediate answers for trouble shooting.
For those clients who have no interest in accounting, we offer a full-charge bookkeeper to provide full service accounting service.
Your time is valuable and accounting software is not your specialty. That's why we provide training, oversight, ongoing support and full outsourcing.
Individual Services
Income Tax Filing – all federal and state tax returns
Tax Planning
IRS Problem Resolution
Estate, Trusts & Gift Services – all tax filings and planning
Certified Financial Planning
Budgeting
Retirement Planning
College Education Savings Planning
Insurance Planning
Bookkeeping
Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.
Compiled Financial Statements
Financial Statement preparation for small business clients is a long-standing service of our firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.
Reviewed Financial Statements
We offer the service of preparing reviewed financial statements, which requires many inquires, and a detailed analysis but where audit type verification is not performed.
Audited Financial Statements
The objective of an audit is to express an opinion as to whether an entity's financial statements present fairly, in all material respects, its financial position, results of operations and cash flows in conformity with generally accepted accounting principles (GAAP).
The approach to your particular audit and required financial statements is designed with the familiarity of your total enterprise. You are provided with information concerning everything from internal control weaknesses to analytical reviews of various financial ratios.
Payroll Services
Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms