Capata & Co offers individualized service, allowing us to save time, ensure complete understanding of your issues, and form long-term partnerships. Capata & Co. offers our clients the following services.
Let us know if a desired service is not listed, and we will be happy to refer you to a qualified professional.
Accounting Services
Accounting Services
Information is power, and never more so than when financial information is timely and accurate. Capata & Co. offers accounting services that create meaningful, well-organized financial records, thereby helping to ensure efficient business operations. Capata & Co. provides a full range of cost effective accounting services including:*General ledger & financial statement preparation *Bookkeeping (Monthly/Quarterly/Annual) *Accounting system setup for new businesses *Business tax return preparation (Sales & Use/Business Property) *Personal financial statements *Litigation support Bookkeeping/Write-Up
The foundation for a successful business is meaningful, well-organized financial records. The staff at Capata & Co. can assist you with the day-to-day tasks associated with computerized or manual bookkeeping, saving you time and ensuring accurate, efficient financial records. Cash Flow & Budgeting Analysis
Running a profitable business requires careful attention to cash flow issues. Capata & Co. can assist you in this critical area by providing forecasting and evaluation of your company’s financial condition. We can also estimate financing requirements, and track cash-flow sources and uses, thereby ensuring that cash flow supports, rather than inhibits your company’s goals. Financial Forecasts & Projections
Successful business owners and professionals understand the importance of financial forecasts and projections. Forecasting can assist in the effective management of business profitability. Capata & Co. can assist in the effective development and use of financial forecasts. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals. Financial Statements
Capata & Co. can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced by Capata & Co. can be a useful tool for management when making financial decisions. Forensic Accounting
When faced with dispute, fraud or theft investigations, it is critical that expert auditing skills be used to provide an analysis of financial records. Capata & Co. is experienced in forensic accounting. Using our accounting and auditing skills, we can provide the needed analysis. Our unique and tested damage measurement methods can help determine the extent of financial loss. Reviews & Compilations
At Capata & Co., we view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Capata & Co. provides financial reporting on two levels of assurance:- Review - some analytical procedures conducted with limited assurance
- Compilation - based upon client information provided and used primarily for internal use.
Consulting Services
Accounting Software Selection & Implementation
Selecting a computerized accounting software package can be a daunting task. Since we are accounting professionals, we are exposed to most programs through trade journals and actual use. Capata & Co. can save you time and frustration by helping you choose and implement the right system for you and your business. Business Consulting
Growing and managing a business requires the identification and management of areas that can negatively affect profitability and expansion. Capata & Co. has the expertise to help you develop solutions that are practical and technically sound. In addition, our staff can act as a sounding board assisting in the development of comprehensive, flexible strategies that address the important issues affecting your business. Business Valuations
Knowing the value of your business is important, particularly when changes occur including the purchase or sale of a business, or the dissolution of a partnership or marriage. Capata & Co. has the knowledge and experience that will provide you with an objective analysis to assist in the valuation of any business. Buying & Selling a Business
Buying or selling a business can be stressful. Having a partner that can properly structure the purchase or sale of a business can help ease the stress and ensure an efficient transaction. Capata & Co. has the experience needed to guide you through the acquisition/disposition process including cash flow analysis and tax considerations. Consulting Services
Creating and managing a successful business requires expertise and tools from a variety of sources. Using and understanding the available tools can be difficult and time consuming. Capata & Co. has the expertise to provide you and your business with important consulting services that will help you quickly address the issues affecting your business and available tools that may help. Our consulting services include:- Accounting software selection and implementation
- Type of entity selections
- Business valuations
- Business valuations
- Buying/selling a business
- Computer systems
- Financial & retirement decisions
- Estate, trust & gift planning
Estate Planning
Estate planning is a critical task for any successful business owner. Capata & Co. can guide you through the complex process of getting your financial affairs in order. We have the experience and knowledge that will ensure the orderly transfer of assets to your beneficiaries, provide security for your surviving spouse, and reduce or eliminate the tax due on the transfer of your business and other assets. Financial Planning
Financial plans provide the structure needed to face the financial challenges likely to occur at any stage of life. Capata & Co. are experts at guiding you through the financial planning process, assessing your financial needs, and developing strategies that will enable you to achieve your goals and strengthen your financial security. Investment Review
Capata & Co. has the experience and knowledge to help you develop your investment strategy. We will act as your sounding board, helping you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return. Management Advisory Services
With more than 25 years experience, Capata & Co. has guided the success of many qualified managers with our competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. Pension & Profit Sharing Plans
Retirement planning provides significant tax advantages for closely held businesses and self-employed individuals. Understanding the plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can be a difficult time-consuming task. Capata & Co. has the knowledge and expertise to assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. Retirement Planning
Planning for retirement is an on-going process that changes as your business and your circumstances change. Capata & Co. is available to periodically review your financial plan and suggest successful implementation strategies. This periodic review will help ensure financial independence during your working years and through your retirement years. Tax Services
Estate & Trust Tax Preparation
For successful business owners, providing for business continuity and succession of ownership is essential. Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. Capata & Co. can guide you through the complex process of getting your financial affairs in order. IRS Representation
When IRS representation is needed, Capata & Co. has the experience to successfully represent you and/or your company. Through years of experience dealing with many taxing authorities, we have achieved a level of competence ensuring that our clients are properly represented before the various federal and state tax agencies. Sales Tax Services
If your company is responsible for collecting and submitting sales taxes, Capata & Co. can assist in the compilation of information and preparation of sales tax returns in an efficient and timely manner. This includes collecting and submitting sales taxes in many different vicinities. Tax Planning
As your accounting partner, Capata & Co. is committed to providing the tax planning services our clients deserve. Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. Tax Preparation
For more than 25 years, Capata & Co. has been providing customized tax preparation services. Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including emerging enterprises, high net-worth individuals, partnerships, small businesses, and members of the entertainment, medical and legal professions. Tax Services
At Capata & Co. we take a proactive vs. reactive approach to tax services. In order to properly serve our clients, we keep current on new tax laws and legislation, making it possible for us to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation service, expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:- Tax planning & return preparation
- - Individuals
- - Corporations
- - Partnerships
- - LLCs/LLPs
- - Estates, trusts & gift
- Taxing authority representation
- Divorce and support issues
- Tax effects of buying/selling a business
Other Services
Expert Witness Services
When litigation occurs, Capata & Co. can function as an expert witness. As qualified professionals, we can present an opinion to support or oppose evidence submitted to the court. Litigation Support
Capata & Co. has experience providing the litigation support you and/or company may need. Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. Our experienced competent staff can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages. Miscellaneous
QuickBooks technical support
When QuickBooks technical support is needed, turn to Capata & Co. Our qualified staff can assist you with the installation, set-up and implementation of QuickBooks and other popular accounting software programs. |
