| Debora L. Zalaznik CPA PLLC |
| Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional. |
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| (Click Service Title For Details) |
| Business Consulting |
| 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. |
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| Tax Planning & Preparation |
| Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. |
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| 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/Annual) *Accounting system setup for new businesses *Computerized payroll services *Business tax return preparation (Sales & Use/Business Property) *Personal financial statements |
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| Business Entity Selection |
| Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. We help you understand the best legal entity for your business from a tax perspective and work with you and your attorney to help you select the best entity for you. |
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| Payroll Services |
| As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. |
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| Bookkeeping/Write-Up |
| Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. |
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| Sales Tax Services |
| Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. |
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| Building A Better Business |
| This three hour training program is designed to show what it takes to improve the profitability of a business. Topics include the purpose of your business, creating a difference, adding value in practical ways, increasing effectiveness, unique selling propositions, testing, the value of lists, reversing the risk, developing the back end, creating hosts and offers and systemizing through performance standards. |
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| Customer Advisory Board |
| Imagine one of your customers having lunch with several other business owners. The subject of your business comes up. What will your customer say about you and your company? Will it be positive? Will it be negative? Or worse yet, will it be nothing at all? We conduct a customer advisory board which is a focus group that brings several customers together to determine likes/dislikes and ways that you can improve your services to encourage them to purchase more. |
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| Towards Awsome Service Training |
| We deliver a four hour training for team members that will help you determine system failures in customer service and set performance standards for a new customer service strategy. You will learn specific and relevant leveraged marketing strategies that will enable any business owner to run a more effective (and profitable) business. This program will bring some very important issues to the surface. It gives you a method for sharing critically important ideas with your team. |
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| Effective Financial Management |
| This training program is for top level non-financial management and owners to interpret and use financial statements. |
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| Breakeven Analysis |
| We help you determine the breakeven point for your business that will help you make decisions about pricing, production volumes and profits. |
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| Profit Improvement Strategies |
| We help you identify your critical success factors that can help increase your profitability. We do this by developing Key Performance Ratios and other strategies to improve your profits and the value of your business. |
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| Systems Development |
| We help you develop, document and improve systems in your business to improve effectiveness and efficiency of the business processes. |
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| Phone Training |
| Nothing shows how much a business is committed to customer service than the way team members use the phone. Phone Right is a systemized way to re-engineer how a business uses the phone. This program trains your team members to delight customers starting with the first impression. |
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| Making Your Business Really Fly |
| This half-day seminar helps you to grow your business and, at the same time, improve the quality of your life. We can help you design systems that provide not only more financial independence but also freedom and peace of mind. You will take first steps towards working ON your business, rather than IN it. |
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| Business Development & Growth |
| Grow your business for financial independence and peace of mind. We perform a detailed personal financial analysis and planning consultation, and an activity-based costing and/or management assessment of your customer base and business processes. You will receive a complete analysis of the strengths, weaknesses, opportunities and threats in your business. We guide you through individually designed development program designed to increase company profits and entity value, and build less reliance on the owner's daily input. |
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| Reviews & Compilations |
| We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance: *Review - analytical procedures conducted with limited assurance *Compilation - based upon client information provided and used primarily for internal use. |
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| Financial Statements |
| We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions. |
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| Cash Flow & Budgeting Analysis |
| A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. |
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| IRS Representation |
| During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. |
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| Estate & Trust Tax Preparation |
| Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
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| Business Succession Planning |
| Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. |
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| Buying & Selling a Business |
| Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations. |
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| Estate Planning |
| Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. We work with your attorney, insurance agent and financial advisor in planning to minimize your estate taxes. |
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