"As a QuickBooks Certified ProAdvisor, we can manage complex business financials for any company in any industry or if your finance team just needs advanced guidance, we can give that too."

 

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Let us do it!

Let us keep your books and records up to date using Quickbooks! It can not only  save you time and frustration, it can also allow you to focus on what you do best, your business! Plus, with our significant business advisory experience, we have the ability to make your financials work for you, not just be a headache needed for taxes.

In-Depth Expertise

These days, understanding how to best use QuickBooks has grown into its own set of skills apart from traditional bookkeeping experience. Even the best bookkeeper must spend extra time getting to know how to use QuickBooks in order to enter all of the transactions most efficiently and accurately.

We've gathered our QuickBooks knowledge across multiple years, multiple versions, multiple companies, and multiple industries. We can take all of the great ideas we see at training conferences and apply them to help you get your accounting done more effectively.

Some of the ways we can help you make the most out of your QuickBooks software include:

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Costly QuickBooks Mistakes

Although QuickBooks is popular because it can be used by small business owners and bookkeepers who have little or no accounting experience, there is still a learning curve and a chance that some entries may not be entered correctly. Here are a few of the telltale signs where we can likely save you time, money, and headaches:

There's a long list of trouble spots that can occur in QuickBooks, and you're not alone if you're having challenges. That's why we offer a data file analysis when you first come to us. That gives both of us a list of action items that we can work from to help you locate trouble spots, get them corrected, and get your bookkeepers trained to enter the data correctly and keep it clean.

Do it Yourself (DIY)

When it comes down to it, most people end up letting us do it for them, but if you're a do-it-yourselfer, there are many ways to learn QuickBooks:

In most cases, trying to learn it on your own, ends up costing you more in the long-run.

By far, the most time- and cost-effective way to learn QuickBooks is to hire a QuickBooks trainer that is certified in the software. And that's what we do.

With our QuickBooks knowledge, gathered across multiple years, multiple versions, multiple companies, and multiple industries, we'll help you speed through your learning curve so you can be productive fast.

We can tailor a training session to your exact needs. We won't spend time on what you already know; we'll cover the gaps you need filled in to help you use the software in the most effective and efficient way for your business.

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Will Travel

We can come to your office (within 100 miles) and sit with you as you learn the software.

Or we can avoid the travel expenses, log in to your computer remotely so we can see the screen as you type, and provide a remote training session that is just as customized as the one we'd conduct at your office. Technology is amazing, and will help you keep your training costs low.

Hire an Expert

Whether we do it all or help you and your team stay on track, having Eddleman Accounting on board will save your organization time and money. Ultimately, this helps you not only understand what the true bottom line is, but also helps you add to it.

Two business people high-five. Job well done.

At Your Service

Accounting

Accounting

CPA/Accounting

Our general ledger and bookkeeping services will get your recordkeeping in order. Generally, our clients see improvements in the bottom line with our accounting because we not only keep your books in order, but also have the expertise to help you analyze what they mean to improve your business. Learn more . . .

Whether it's a personal CFO for your complex, multigenerational family finances, or help for your small business that isn't quite big enough for a full-time Controller, we can help. Get the expertise of a full-time CFO/Controller without the cost. Learn more . . .

Your staff is the lifeblood of your organization, but making sure they get paid on time is only a small part of payroll implementation. Failure to timely and properly make payroll tax payments is one of the top reasons businesses become insolvent. And, we have the expertise to do more than just process your payroll and payroll tax; our comprehensive business background means we can help guide you on how to optimize your payroll expense to achieve more, answering questions such as: Is your payroll expense reasonable for your type of business? Should I give bonuses or raises? How can I implement retirement or insurance benefits with the biggest bang-for-the-buck? Learn more . . .

We are a QuickBooks Certified ProAdvisor. Whether it is Quickbooks consulting, QuickBooks training for your staff, or QuickBooks implementation by our staff, we are ready and able to assist you. Learn more . . .

Business Advisory

Accounting

CPA/Accounting

Our general ledger and bookkeeping services will get your recordkeeping in order. Generally, our clients see improvements in the bottom line with our accounting because we not only keep your books in order, but also have the expertise to help you analyze what they mean to improve your business. Learn more . . .

Whether it's a personal CFO for your complex, multigenerational family finances, or help for your small business that isn't quite big enough for a full-time Controller, we can help. Get the expertise of a full-time CFO/Controller without the cost. Learn more . . .

Your staff is the lifeblood of your organization, but making sure they get paid on time is only a small part of payroll implementation. Failure to timely and properly make payroll tax payments is one of the top reasons businesses become insolvent. And, we have the expertise to do more than just process your payroll and payroll tax; our comprehensive business background means we can help guide you on how to optimize your payroll expense to achieve more, answering questions such as: Is your payroll expense reasonable for your type of business? Should I give bonuses or raises? How can I implement retirement or insurance benefits with the biggest bang-for-the-buck? Learn more . . .

We are a QuickBooks Certified ProAdvisor. Whether it is Quickbooks consulting, QuickBooks training for your staff, or QuickBooks implementation by our staff, we are ready and able to assist you. Learn more . . .

Financial and Estate Planning

Financial and Estate Planning

Financial Planning

For many firms, asset management and investment management are synonymous terms, however, for Eddleman clients, asset management means we consider and advise you on liquid investments and other items of monetary value, considering both simultaneously. What does that mean? It means when advising you on your IRA investments, we also consider the 401k at your current employer as well as the real estate you inherited from your parents, and the small business that you own.

Most people have dreams for the future and for many of those dreams, their accomplishment is at least influenced if not completely determined by financial decisions. Financial Planning means understanding where you are today and where you want to be tomorrow and then helping you to chart a course to get there. It's much more than just stacking the money as high as possible. It's about making tough decisions such as whether to pay of the house early and how that may impact both your retirement and funding the kid's college.

Retirement Planning is really very different for everyone. For some, retirement means not working at all. However, for most, even those with the financial ability to not "have to" work, retirement means having the ability to do what you want, when you want. That may be taking a trip with the grandchildren, opening that small business you always dreamed of, perhaps even working when you want, and doing what you love regardless of the pay.

You've worked hard, saved, invested, and realized the financial success of the labor and planning. Now, you need an advisor who can make sure the wealth you've established has the best opportunity of doing its job. Perhaps you're concerned with how to establish the same ethics in the next generation before handing the assets over or maybe you're unsure whether to just donate those funds or establish your own foundation. Whatever your dream for your wealth, we understand there's a lot more to wealth management than balancing risk/return, cutting checks, and minimizing taxes.

Managing risk is much more complex than most people realize and plays a much more central role in reaching financial objectives than most realize. And, whether you realize it or not, you take risk every day with your finances and other parts of your life.

 

The first step to managing financial risks with both your investments and other aspects of your finances is understanding what those risks are and then deciding whether those risks can/should be eliminated, avoided, minimized, or mitigated. We have extensive experience in helping you analyze and manage investment risk. Furthermore, we don't sell insurance because we prefer not to interject bias into our advice, however, we have significant knowledge and understanding of insurance should you wish to consider using it to mitigate certain financial risks. Finally, we understand the more complex aspects of risk management with techniques such as corporate formation.

No, we don't sell or broker real estate or other hard assets, but our significant knowledge of real estate management and disposition can help you. And, unlike so many other advisors today who primarily focus on liquid assets, we'll advise you regarding other hard assets such as the precious metals, Gold and Silver. We've even helped our clients with valuable collectibles like art and cars. And, while we don't appraise such assets, there's much more to disposition of these assets than finding the top bidder.

Investment Advisory

Accounting

CPA/Accounting

Our general ledger and bookkeeping services will get your recordkeeping in order. Generally, our clients see improvements in the bottom line with our accounting because we not only keep your books in order, but also have the expertise to help you analyze what they mean to improve your business. Learn more . . .

Whether it's a personal CFO for your complex, multigenerational family finances, or help for your small business that isn't quite big enough for a full-time Controller, we can help. Get the expertise of a full-time CFO/Controller without the cost. Learn more . . .

Your staff is the lifeblood of your organization, but making sure they get paid on time is only a small part of payroll implementation. Failure to timely and properly make payroll tax payments is one of the top reasons businesses become insolvent. And, we have the expertise to do more than just process your payroll and payroll tax; our comprehensive business background means we can help guide you on how to optimize your payroll expense to achieve more, answering questions such as: Is your payroll expense reasonable for your type of business? Should I give bonuses or raises? How can I implement retirement or insurance benefits with the biggest bang-for-the-buck? Learn more . . .

We are a QuickBooks Certified ProAdvisor. Whether it is Quickbooks consulting, QuickBooks training for your staff, or QuickBooks implementation by our staff, we are ready and able to assist you. Learn more . . .

Tax

Tax

tax

Businesses pay an amazing number of and amount in tax and unfortunately, simply earning the money to pay all those taxes is not enough. Missing a tax deadline or just failing to realize that a certain tax exists gets many a business into financial trouble with penalties, interest, and just trying to catch up. Let us handle all the deadlines and calculations while you focus on the success of your business. And, who knows, we might even find a place or two to help reduce some of those taxes.

The estate tax is less of an issue than it once was with the new higher federal exemptions. However, that is little consolation to you if you are over the exemption limit. Furthermore, one must be aware and careful regarding each state's estate tax. Changing where you call home can certainly have an impact for beneficiaries of your estate. If you think estate taxes might be an issue, we'd be happy to help you evaluate considerations that may influence the impact of this tax.

Whether you want to make sure you are minimizing them or you just need help filling them as your Certified Public Accounting (CPA) firm, we'll do our best to make the process as painless as possible.

For some, tax planning merely consists of remembering the deadline, but you may have a more complex situation with multiple deadlines and considerations not only of taxes for this year, but of the years to come. We'd be happy to help!

Do you have multiple schedules, multiple states, multiple sources of earned income, multiple businesses, and dozens of various investment incomes? Not a problem. Or, maybe you just file a 1040EZ with income from one job. Either way, we're happy to prepare your return and even consider what might make it better for the next year.

Whether its personal taxes or small business taxes, federal taxes, state taxes, or local, income tax, sales and use tax, payroll tax, franchise and excise tax, property tax, liquor tax, or any other kind of tax, we're happy to assist you with your filings, calculations, and ensuring you only pay what is required.

Venture Capital

Venture Capital

venture capital

If you're an accredited investor looking for unique opportunities and don't mind the risk, we'd be happy to help walk you through the often challenging landscape of Venture Capital and Private Equity investment, whether it's the Eddleman IMPACT Fund or another offering you want us to complete due diligence upon. And, if you just want to understand more about what venture capital is, we'd be happy to help you with that too. Learn more . . .

The Eddleman IMPACT Fund is a mission-oriented, Judeo-Christian values investment. While its holdings maintain a for profit status, investors can benefit from the knowledge that this Regulation D offering provides them both the opportunity for a return and the chance to use blessing to make a difference. Learn more . . . 

The Eddleman Real Estate Fund is a Regulation D opportunity to invest in various holdings including real property as well as construction and development opportunities without the hassle of managing private holdings oneself. Learn more . . . 

Complimentary Consultation

Give us a call at 731-554-2408 or email us at info@eddleman.biz to find out more or to set up your complimentary consultation.