PASTROFF, BARJA, KELLY & CO.

Certified Public Accountants

Achieving Your Business Goals

If you are involved in an ongoing business, start-up venture, real estate activity, professional association or non-profit organization, our CPA team can help you achieve your business goals. We assist our clients in identifying and solving business problems, developing sound financial and record-keeping systems, minimizing tax obligations, and making well-informed business decisions. Financial Statements and Audits As your CPA, we prepare or supervise the preparation of many types of financial statements. We can provide compiled, reviewed or audited statements according to your needs. An important aspect of our service is helping you use these types of statements to manage your business effectively and increase your profitability. Tax Planning and Preparation We prepare required federal, state and local tax returns to help you minimize your obligations. Throughout the year, we monitor any tax law changes that may affect our recommended tax-saving strategies. We will also represent you in the event of a tax audit. Record Keeping and Reports We can design an accounting system to fit your business, whether it is a corporation, partnership, limited liability company or other entity. We also prepare payroll reports, journals, general ledgers, reports to state and federal agencies and other financial records. Non-profit Organizations We provide complete record keeping and auditing services for non-profit organizations, and assist in compliance with all applicable rules and regulations. Business Plans We can help you develop a sound, workable business plan that will provide a foundation for success in the marketplace and help you to attract the financing that may be necessary to launch a new venture. Business Formations We can assist with the process of forming a new business, including preparation of articles of incorporation, creation of a partnership, limited liability company or launch of a sole proprietorship. We can help you to structure a new venture in the most advantageous manner to meet the objectives of owners and reduce potential liabilities and tax obligations. Sales, Mergers and Acquisitions From business valuations to negotiation services, we can assist in the process of completing a business sale, merger or acquisition. Our goal is to maximize the value that you receive from these significant transactions. Real Estate Sales and Acquisitions We assist businesses and individuals in evaluating the costs and potential returns of commercial real estate transactions. For example, we can assist in determining the financial impact of a new office or branch location, a retail store, apartment complex or other commercial property. Equipment Purchases and Sales We can help you in selecting the most appropriate financing options for your capital equipment needs. We can advise on buy/lease decisions, and identify potential sources of funding. Inventory Control Systems Manufacturing companies, distributors and retailers must manage their inventory effectively in order to minimize costs and capital requirements, while retaining the ability to respond to customer requests. We can advise on a suitable inventory control system for your business. Pension and Profit-Sharing Plans In today’s environment, a properly designed and carefully monitored pension or profit-sharing plan is an important component of business success. We work closely with business owners to design plans that comply with all federal and state regulations, while helping the business attract and retain skilled employees. Insurance Review Successful ventures minimize risks through the careful use of business insurance coverage. Our team can advise you on the types of coverage that are needed and the optimum levels of protection, in keeping with the objectives of the business owners. Succession Planning We assist owners of privately held and family businesses in developing effective succession plans designed to ensure continuity of operations, while minimizing potential tax liabilities.