Accounting Services Tailored to Your Needs: Don’t Grow It Alone!

Trust Worthy

We love being part of our clients’ success stories. After all, we’re a small business, too.

Experienced

We go beyond tax preparation to provide guidance that can make a difference in our clients’ success.

Professional

We are focused on accuracy, forecasting and planned growth to help you answer, “How’s business?”

“So, how’s business? Do you really know – or are you just guessing?”

timely, accurate financial reporting

Can you easily answer these questions?

Do you accurately know your monthly “nut” or overhead?
Does your overhead include what you need as a business owner to cover your expenses plus the tax you will owe?
Do you have a budget that’s useful, realistic and meaningful?
What is the sales volume needed at your current gross margin to cover normal overhead?
Do you have a minimum cash reserve or safety net? And, how much should that be to protect your business?
Do you know all the kinds of taxes you are required to pay and how to pay them?

You’re not alone if you’re a busy professional or entrepreneur who struggles with juggling many parts of your company’s functions.

We understand. That’s why we’ve specially structured our accounting services to enable you to have timely, accurate financial reporting. We’ll help you organize (or re-organize) your internal accounting functions to match your needs for solid data for better decision-making.

Or, if you choose, you can turn to us to perform many of these key functions for you.

Your best business decisions — whether to expand, add products or services or streamline — can only be made with accurate, up-to-date, meaningful and useful financial reports.

And, we’ll also relieve the year-end and tax preparation stress through careful year-long planning. No one likes those type of surprises.

As we say, “If you can’t measure it, you can’t manage it. “ We’re here to help you get there.

Keeping up with the changing business world

The 4 Key Questions About Your Accounting Processes

Are your financial reports up to date within 30 days? Our business world changes faster than ever before. Knowing “how’s business” can make or break a company more rapidly than in the past!

Are your accounting processes accurate? You may think they are; however, a skilled outside review can save you considerable money in tax savings and in making the best daily or growth-related business decisions.

Are your reports meaningful and useful? Sure, accuracy is tantamount; but does the data give you the information you truly need to manage successfully?

Is tax time a nightmare? Investing in ongoing, accurate and meaningful accounting processes can not only save you in tax expenses, but also prevent the last-minute scramble when preparing your business and personal returns.

“‘Yes, here at Wanda E. O’Malley CPA, PLLC, we’re here to help you audit-proof your business, to make tax planning as painless as possible and to increase your confidence that your record-keeping is first-rate.”

harness the best capabilities of QuickBooks

Your QuickBooks™ ProAdvisor

QuickBooks is the standard for accounting software because of its extensive tools, capabilities, and affordability.

So, QuickBooks is the essential component to help you answer — with accuracy and meaning — the “How’s Business?” question.

At Wanda E. O’Malley, CPA, PLLC, we’re a QuickBooks ProAdvisor, and we offer:

Guidance in adapting QuickBooks to your specific needs
Initial setup or tune-ups or revisions
Training for your staff at your office or ours
Phone consultation for problem-solving

We’ll help you harness the best capabilities of QuickBooks to give you the accurate, real-time data and periodic reporting that helps you measure and manage your business with care and confidence.

audit-proof your business

Accounting Services to Avoid the Wrong Kind of Surprises

Yes, here at Wanda E. O’Malley CPA, PLLC, we’re here to help you audit-proof your business, to make tax planning as painless as possible and to increase your confidence that your record-keeping is first-rate.

Our flexible accounting services allow you to choose the level of assistance that best serves your needs. Additionally, you can change that level as your needs evolve: You’ll need more guidance if you’re pursuing financing or expansion; less when you’re stabilized and your accounting is accurately maintained.

We love being part of our clients’ success stories.

“‘You’re not alone if you’re a busy professional or entrepreneur who struggles with juggling many parts of your company’s functions. We understand.”

guidance that can make a difference

We’re Uniquely Positioned to Be Your Financial Resource

We’ve built our accounting practice to support the needs of young and expanding businesses. We go beyond business and personal tax preparation to provide a level of guidance that can make a difference in our clients’ success.

We offer overarching business analysis that includes:

Accounting systems and procedures: Helping you set up and maintain accurate record keeping
Revenue and expenses analysis monitoring: Providing your business with real-time, ongoing review to enable current and future decision-making
Cash management monitoring
Budget and forecast preparation

And, for those of you who want to turn over more basic accounting services, we can help you with:

Bill payment
Invoice/billing
Bookkeeping
Bank reconciliation
Sales tax preparation

Business and personal tax return preparation

we can make a difference

We Feel Your Pain. Really!

We work with our clients at a deeper level of involvement because we know the distress — personally on business owners and financially on the company — that can occur if we don’t.

It’s truly hard for us, as well, to tell a business owner that they are on the road to failure.

After all, we’re a small business, too.

That’s why we’re focused on accuracy, forecasting and planned growth. We invite you to read some of our success stories to understand how we’re different . . . and how we can make a difference in your business’s future.

how we can be of service

Let’s Talk

We thrive on talking business! We’re glad to meet with you at your office, shop or plant to discuss your current financial concerns and how we can be of service. We prefer to meet in-person and at your location to get acquainted, to get a deeper understanding of your business and to confidentially discuss your accounting services needs.

If we’re a match, then we’ll make recommendations for a plan for going forward — whether to improve your current record-keeping and budgeting procedures or to help you be ready for seeking investors or implementing an expansion.

We’ll help you be able to accurately and easily answer that all-important question: “How’s business?”

Schedule An appointment