Services

At Joyce and Company, CPA, we guide our clients through a full range of tax planning and preparation decisions that seek to minimize tax liabilities, maximize cash flow and assist in achieving financial goals. Our experience, analysis and research capabilities allow us to identify tax planning strategies under current tax law. We can help make sense of your receipts, bills and notices from taxing agencies.

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Joyce and Company, CPA's 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, tax planning, investments, and employee benefit and profit-sharing plans.

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
• Personal financial statements
• Employee benefit and profit-sharing plans
• Corporate tax planning and return preparation
• Litigation support

At Joyce and Company, CPA, we focus on building close client relationships that add long-term value. This includes assuring the accuracy of financial reporting, 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 seek to improve information quality or its context, and provide useful results to stakeholders.

These services include but are not limited to:

• Audits, reviews, and compilations
• Entity selection and restructuring
• Accounting software selection, implementation, and support
• Financial projections and forecasts
• Debt and finances advising
• Business succession

Joyce and Company, CPA's financial statement services comprise three levels of assurance depending on your organization's needs.

Audits

Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We provide audit services to small and medium-sized private businesses including commercial, municipal, and non-profit entities.

With over 25 years of experience in performing governmental and non-profit audits, we presently audit a range of these entities. We plan and execute our audits in a way that maximizes audit efficiency and quality and provides you the highest quality services.

As a member of the American Institute of CPAs Governmental Audit Quality Center, we are committed to adhering to the highest quality standards by voluntarily agreeing to the Center membership requirements, which include designating a partner responsible for the quality of our governmental and non-profit audit practice, establishing quality control programs, performing annual internal inspection procedures, and making our peer review report findings publicly available.

We deliver governmental and non-profit audit services for local governments and not-for-profit entities, and our services include:

• Financial Audits under Government Auditing Standards

• Compliance Audits under OMB Circular A-133

• Other Consulting Services Related to governmental and non-profit audits

Reviews

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

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.

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Joyce and Company, CPA's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. 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.

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. Joyce and Company, CPA can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Joyce and Company, CPA can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

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.

Joyce and Company, CPA offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.

Installation

We install QuickBooks desktop on your stand alone computer or in a network environment, in either single- or multi-user mode.

Setup

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

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.

Review

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 review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

Joyce and Company, CPA's 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 tax returns. We provide varying levels of payroll services to fit your needs.

After the Fact Payroll Services

• Upon providing us your manual payroll records we will prepare periodic payroll federal and state tax reports including year-end W-2, W-3 and 1099 processing.
• Maintain payroll records and post information for year-end reporting.

Custom Payroll Services

• Preparation and assistance with government registration for state unemployment, withholding and sales and use taxes
• Processing of annual payroll reporting including W-2, W-3, 1099, and 1096’s
• IRS correspondence and issue resolution

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Joyce and Company, CPA 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. This balance plan would be revisited if and when there were 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.

No one can predict the future perfectly, but we can all benefit from planning for it. Joyce and Company, CPA combines knowledge 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. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Whether your needs are corporate or personal, Joyce and Company, CPA's professionals 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.