1.0. Executive Summary
A family accounting firm based in the US. SamPet Financial Services was founded by Mrs. Petrolina Ofori-Mensah February 2015. Our main business is tax and accounting services. SamPet Financial Services serves the accounting and financial needs of businesses and individuals to enable them to realize their financial goals. SamPet is rich in the latest software and technologies and financial advice that will support our clients in making their financial choices. Our target market includes:
Established businesses that value an accounting firm that offers comprehensive business planning services, particularly those in the medical/health, dental, and lodging industries.
Growing businesses that need our services now and
…show more content…
2.0. Company description
SamPet Financial Services offers a unique team of CPAs and a professional accounting and bookkeeping staff with established expertise as business consultants. We do more than prepare taxes. We also provide a variety of valuable services that enable a business to improve their profitability and minimize their tax exposure. We will work to offer our services in an innovative manner to create a source for business planning solutions that will be difficult to outdo.
2.1. Our Services
Our services offer expertise to enable our clients to better realize their financial objectives. Accomplishing this for our clients falls into these basic service areas:
Business Services
Financial Reporting
Financing
Bookkeeping
Tax Services
Business Planning
Cash and credit management
Employee Compensation and Benefit Plans
Individual services
Tax Services
Tax Controversy Representation
Financial Planning
2.2. Location
SamPet Financial Services, is located on 460 Lincoln Plaza, in Worcester MA 01605
3.0. Financial plan
Since SamPet Financial Services is a fairly new company, the following schedule highlights the predicted developmental costs and the first year project expenditures.
• The firm will have an annual revenue growth of about 10% per year.
• The owner will acquire $70,000 of debt funds to develop the business.
• The loan will have a ten year term with a 9% interest rate.
3.1. Start-up costs
At
Jay Borsky PA is a small accounting firm located in central Miami Beach, Florida with the purpose of attracting high net worth individuals and businesses. The firm has been active for the past seven years and grow tremendously since inception. Jay Borsky started its practice as a sole practitioner and specialize in providing accounting and tax services. Presently, the firm is comprised by the owner, a tax Preparer, and two bookkeepers with no administrative support at the premises. Staff is using old and outdated information system technologies. However, as business grows, the firm finds itself with available resources for transformation to new and improved technologies that will support various functions.
I strive to provide my clients with the best possible investment advice and service by employing proven investment strategies and techniques in order to achieve superior investment returns over the long term. I keep my business simple and straightforward in order to ensure that clients understand and easily participate in our ongoing
Customers are seeking the expertise of a tax professional in maximizing the refund or minimizing the debt.
Fantastic, Inc. is a case study which allows you to incorporate numerous financial and managerial accounting concepts into a single business setting. You will take the position of the company controller who will prepare the budget for the year ended December 31, 2006, using the actual data from 2001 through 2005 and information given to you by various departments. You will prepare a report for the president of the company describing the strengths and weakness of the corporation as well as to provide suggestions for the future. In short, you will be responsible for the planning and control procedures for the company from an accounting standpoint.
The major part of the job for PSP is to advice the Federal government on management and operation challenges. These challenges can include a wide range from designing economic development strategies to implementing financial controls for major federal programs. These require immense focus and efficiency to get the job done right and PSP has just the right tools by partnering with the parent company PWC’s business units to create innovative solutions. There are four primary goals in PWC PSP: Drive profitable growth, enhance people experience, enhance the client experience, and maintain compliant and efficient operations.(PwC PSP MBNQA Application, 2014)
Our services will be positioned very carefully: they will be of extremely high quality, relevant, timely and accurate, tailored to the clients' needs so as to enable them to make the right decisions
Addison Ellinger World Literature Essay 29 February 2024 Revealing the Corrupt Society of the Middle Ages According to the Urban Dictionary, the word corrupt can be defined as the absence of moral values. In Geoffrey Chaucer’s Reverdy, The Canterbury Tales, the travelers along the pilgrimage to the Shrine of Cantuburry are described in depth; not only about their appearance but also their personality. Chaucer’s manifestation of himself in this poem is called Chaucer the Pilgrim. Through his descriptions, each character's unique manners and values are coherent.
• Perform detailed analysis on the financial document and position the Advisory Services in the best place for revenue
Details of services: what services do they offer? Who are these services aimed at? Are they focused on a niche or do they provide an integrated portfolio of services?
Muller and Partners, CPA, PC is a certified public accounting firm that is located in Lawrenceville, Georgia. Muller and Partners, CPA, PC is an expert in accounting and financial statements, taxation, and consulting. Muller and Partners, CPA, PC has tax service specializations such as personal taxation services, business/corporate tax services, and trust tax services. Muller and Partners, CPA, PC conducts personal taxation services such as preparation of personal income tax returns, personal income tax and estate tax planning, the "personal touch" plus the client will not have to deal with a different tax preparer every year, etc. Their team consists of Altea Muller, CPA, Juli Botha, their accountant, and Karin van Niekerk, their admin assistant.
Process and plan money related and business shapes with the end goal of financial records and facilitating purchases.
Offer a wide range of services (optional). This could give you a distinct advantage over those who offer only one or two types of services. Many clients prefer to
In FY 14/15, I responsible for the financial management services to two major programs of DPAS Flagship and provide monthly financial information and forecast reports for the Flagship to assist Finance manager in achieving the budget outcome.
More complex services that require advice are offered through direct contact with our employees. Their solutions and advice are firmly rooted in our purpose to promote a sound and sustainable financial situation.
The technological advances will have a minimal impact on Ridiculous Crepes, because the food products will not be complex. However, the use of technology will enable and enhance most of the company’s operations. For example, the use of internet will not only provide an additional venue for sales, but it will also facilitate the communication with manufacturers’ agents and channel members, the internet will also expedite the process of delivery or orders.