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Services

Expertise. Peace of mind. Courtesy of Conrad and Company, CPAs.

Accurate, timely accounting information is vital for any successful business. Our experienced, knowledgeable staff is ready and waiting to provide you with incomparable personalized service, whether you need it on a temporary or ongoing basis.

Here are just some of the specialized services available to Conrad and Company clients:

 

Financial Planning Services

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Conrad and Company, CPAs provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.

We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.

Our financial planning services include:

  • Investment Consulting
  • Financial Planning to Achieve Specific Goals
  • Retirement Planning
  • Estate and Business Succession Planning
  • Insurance Consulting

 

Tax Planning and Return Preparation Services

We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.  Tax services offer include but are not limited to:

  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts & gifts
  • Not-for-profit organizations
  • Taxing authority representation

But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to assist you in your overall business strategy of minimizing your tax liabilities and maximizing your future opportunities.

 

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised.  Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.  Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annually)
  • Accounting system setup for new businesses
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal financial statements

 

Payroll Services

In today's hectic business world, it's a challenge to juggle all the daily tasks that keep your business running efficiently. One of the most time-consuming tasks any business owner faces is payroll.

Wouldn't it be helpful to rely on a trusted, accessible business partner to handle your payroll functions, from issuing checks to filing the necessary tax returns? We're here to lend a hand with our payroll services:

  • Payroll Service - Platinum
  • Payroll Service - Gold
  • Payroll Service - Silver

 

Consulting Services

We gauge our worth by the personal and business successes of our clients.  We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.  In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.  The following

is just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Type of entity selection
  • Business valuations
  • Buying/selling a business
  • Computer systems
  • Financial & retirement decisions
  • Estate, trust & gift planning



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