Our teams within DJJCPA work closely together so that you can feel well-supported knowing that your Business Accountant is in communication with your Tax-Accountant… both of whom are there to cheer you on (and answer the technical questions along the way) when the time comes for you to work with our Assurance team.
If growing a legacy business is your goal, then it's essential that you choose a CPA firm that can transition with you every step of the way. DJJCPA is here for that!
That said, it’s never too late to decide that working with a CPA you like is non-negotiable, no matter the season your business is in!
Mention “Tax Preparation” to the average person and watch them run for the hills! We get it… nobody likes taxes which is why choosing someone you can trust can alleviate the stress and– dare we say– help you to feel good when handing over your financial information.
Tax Returns you can Trust: We provide services for all tax returns and forms, from your typical business returns (1120), your small business returns (1065, 1120S), your individual (1040) even your Trusts, Estates, or Non-Profits, or Gifts (1041, 706, 990, 709). Need help determining what return you need to file?
Accuracy, clear communication, and an open door for your questions are three of our markers for building trust with you when you become a DJJCPA client.
Tax Advisory that Clarifies your Questions: Whether you are planning for the future, dealing with an issue from the past, or receiving a notice, our Tax Professionals are willing and able to help you with all your tax-related questions. We know that having answers you can trust and valuable information relative to your situation makes all the difference in making financial decisions you feel good about.
When it comes to Assurance Services, the biggest question new clients often have for us is, “I think I am ready for an Audit, a Financial Review, or a Compilation… Which one is right for me?”
It’s a great question because it means the business's growth is leading you to new and exciting options, where analyzing your financial records will help to inform your next series of business decisions confidently.
Aside from the obvious reason of being able to accurately assure potential financial institutions of the company's financial position, it also confirms the integrity of the internal accounting department’s processes.
This gives business owners (or the board of directors) peace of mind and a sense of security in knowing the financial health of their business before they make their next move.
A Financial Audit is the right choice for businesses that need an objective, systematic, and detailed examination by evaluating the accuracy of the financial statements of an organization for the purpose of sharing their records with a lender who requires an independent assessment by your CPA of the financial records. The intent is to assure a fair and accurate representation of the company’s financials by preparing a statement that includes all assertions of existence, completeness in records, rights and obligations, accuracy and valuation, and presentation and disclosure.
A Financial Review is the best solution for entrepreneurs and business owners who want an analysis of the health of their business that costs less and delivers a more straightforward review of their current financial position. A review offers a more limited look by your CPA and narrowly reports on the plausibility of the financials, along with a constrained evaluation of the company’s in-house accounting procedures and processes. Having outside eyes who value integrity can help ensure mistakes, oversights, or improper practices are caught before a full audit needs to be done or help guide you in your next steps to secure the options (like growing or selling your business) you want to secure for the future.
A Financial Compilation is the best solution for a business owner who wants a surface layer snapshot review by your CPA that doesn’t require any assurance of the accuracy of the statements provided. A compilation serves as a second look at the overall numbers. It offers an assessment by a professional but without any inquiry, test, or evaluation of the internal process and accuracy of the statements provided. Simply stated, a compilation refers to a company's financial statements that have been prepared or compiled by an outside accountant without providing any assurances or auditing services.
When it comes to Accounting & Advisory Services, our clients love letting go of the overwhelm of the everyday accounting tasks and the stress of the monthly records they know they need to track.
In reality, financial analysis is not a strength of most people, let alone business owners. Maintaining the books can drain the energy of even highly-efficient people, especially when they prefer to use their time serving their clients, making their products, or delivering their services.
“You can keep your passions and use DJJCPA for ours!
We make numbers fun… and that's a win-win!”
When companies hire us, not only do they get more time to focus during their workday, but they also can better protect their time “after hours” to spend it with their family and friends and do things they enjoy.
It thrills us to watch our clients love being a CEO who understands their financials but also supports them in making great business decisions because they have partnered with an accounting firm that cares.
FOUR WAYS WE CAN SERVE YOU & YOUR SMALL BUSINESS
New Company Setup - Feel pride in knowing your new company is set up correctly and you are ready for business.
Quarterly or Monthly Accounting - Smart Business = Successful Business! The ease of having your books regularly maintained, with quarterly or monthly meetings with your accountant, means you are always tracking your progress and looking ahead to your next steps. Without these tools, a small business can find itself stuck. Easy to access Balance Sheets, Profit and Loss Statements you can understand, and regular meetings together can boost your business IQ and your profits.
Payroll - Working with an accountant and using payroll by Gusto means payday gets to be pain-free!
Sales Tax Reporting - Quarterly sales tax filings with regular reports keep you ahead all year long and keep you from feeling buried come April.
What Does Our Gold Partner Status Mean for You?
It means our team is highly skilled in transferring your current bookkeeping process into Xero but also teaching you how to use Xero every single day! Receive a discount on a monthly Xero subscription, a dedicated accountant trained to help you anytime you need it, and streamline your bookkeeping process. Get paid faster, see a complete and simple view of your books, and smoothly sync many of your existing apps and services into one place!