Get your company organized and more profitable -

Accounting, Tax, Management & Legal Services

Good Business Decisions Require Timely, Accurate Financial Information  

Get insightful financial reporting, tax planning, compliance & return filing plus management & legal services retainers

Everything you need at one low monthly fee

Accounting System Setup & Training

·         (1) Timely, accurate accounting & financial reports every month, full color graphs and a professional binder.

·         (2) Monthly, Quarterly and Annual Tax Return Preparation for sales tax, business tax, property tax, plus State and Federal Income tax.

·        (3) Management Services Retainer.

·        (4) Legal Services Retainer

Monthly Accounting & Financial Condition Reports, Business Financial Dashboard      

= The SuccessFour Program

Accounting & Bookkeeping Services, with monthly reports

You need timely accurate information so that you can make better business decisions. 

• Accounting System Set up. We are Peachtree and QuickBooks certified consultants.  Plus we will setup your filing system and your daily procedures to minimize work and maximize efficiency.
• Training for your and your staff so that you can easily and quickly, invoice clients, collect receivables, track expenses and pay bills.
• Monthly Complied Financial Statements following Generally Accepted Accounting Procedures (GAAP) in a professional binder.
• Graphical Reports available in accessible in printed and on-line versions allow you to quickly spot trends and better understand how your business finances work.

Tax Planning, Return Preparation & Compliance

Tax laws are both numerous and confusing.  Staying in compliance prevents expensive penalties.  Having a good tax plan reduces the amount of taxes, and maximizes wealth retention.

• Annual Tax Planning Strategy.
• Tax Return Preparation for every tax your business is subject to: Sales Tax, Property Tax, Business Tax and of course, State and Federal Income Tax  
• Tax Agency Representation, is available to make possible fast effective preventative measures to insure you are always in compliance and thus can avoid costly tax penalties

Management Services Retainer

Take advantage of our expertise, ask questions and it is all covered by your monthly plan, no extra hourly fees. 

• Computer System Set up, Technical Assistance & Software Training.
• Business Acquisition Auditing and analysis.
• Cash Flow and Business Decision Modeling.
• Marketing Campaign development, Art & Graphics services, Internet newsletter and e-mail campaigns we have the experience to guide you. 

Legal Services Retainer

Known your legal rights and prevent future lawsuits.

• Contract Negotiation, Drafting & Analysis
• Corporation, Limited Liability Company and Partnership Formation and Compliance.  
• General Liability Analysis and Lawsuit Prevention.

Charles Carroll Associates, ltd

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www.charcola.com

www.successFour.com