Companies best suited for our practice are those with annual gross sales of up to $15M in need of comprehensive financial reporting as part of a business plan, loan agreement, or bonding requirement and comprehensive tax planning as part of overall financial management.

Industries we currently serve include the following accounting solutions:

Labor Intensive Maintenance Companies

  • QuickBooks Enterprise Solutions
  • Integrated payroll service downloads to software
  • Relevant, timely financial reporting
  • Individual Tax Planning for the owners
  • Valuation and sale of shares to minority shareholders 
  • Successware

General Contractors

  • Intuit Master Builder
  • Job Costing
  • Reviewed Annual Financial Statements
  • Compiled Interim Financial Statements
  • Liaison with bonding company agent

Physicians

  • QuickBooks Pro
  • Monthly Download from Bank to QiuckBooks
  • Cash Flow Issues
  • Pension Administration
  • Real Estate Investments

Specialty Contractors

  • Reviewed Statements
  • Liaison with bonding company, software provider and office 
  • Annual Shareholders Meeting
  • Valuation pursuant to buy-sell agreement for retiring partner
  • Payroll Taxes

Dentists

  • Quarterly Payroll Taxes
  • Bookkeeping Services
  • Tax Planning and Projections
  • Transition to an S Corporation
  • Buy Sell Agreement 

Insurance Agencies

  • Calculation of Revenues
  • Trust Accounts
  • Investments
  • Bonuses based on production
  • Buyout of deceased partner/shareholder

Retail Opticians, Deli/Convenience Foods, and Liquor Stores

  • Sales Tax Audit
  • Sales Tax Preparation
  • Inventory Valuation
  • Timely Financial Reporting & Tax Planning

Monument Sales & Engraving

  • Buy-Sell Agreements
  • Corporate Tax Audit
  • Bookkeeping 
  • Integrating payroll service reports to QuickBooks Pro
  • Full implementation of QuickBooks

General Contractors: Subdivision

  • Entity Selection
  • Property Costs & Expense of Sales
  • Separate Entity for Contracting Company
  • Bank Reconciliations
  • Classification of Expenses and Income

For many clients we also handle all correspondence from taxing authorities. While our clients are busy running their businesses, they can depend on Keith Boyer Certified Public Accountant, LLC for financial and tax advice. 

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