Services

Our firm offers a wide range of service to our individual and business clients.Because our firm is relatively small, Cerqueda, Morgan and Collins clients benefit from personalized attention from our partners and a quality of work that has allowed us to maintain our outstanding reputation for more than six decades. We help clients make strategic decisions and implement business improvements. We assist in maximizing tax attributes, developing asset protection strategies, preparing for business succession and ultimately helping to increase profitability and success. 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.

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals. As you develop your investment strategy, we will act as your sounding board.We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

Please inquire about any service not listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Audits

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance. Specializing in many industries, our professionals maintain the highest level of knowledge and expertise in the latest standards, requirements, and regulations that may affect your business. Whether you need an audit, a review, compiled financial statements, or assistance with compliance issues, we will provide you with the same high level of service we have provided our clients for the past 60 years.

  • Audits
  • Compilations
  • Reviews
  • Projections, forecasting and budgeting
  • Yearend profit planning
  • Cash flow projections

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Bookkeeping and Payroll

As a business grows, it must hire more employees, which can result in increasing payroll and compliance administration. We realize that the accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation, and administration of your employee benefit plan.

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.

  • General Ledger
  • Bank Reconciliation
  • New Business Start Up

We provide complete write up and bookkeeping services using Creative Solutions, Peachtree, and QuickBooks software. We also can install a check writing system at your site that integrates with our general ledger software. Other services include preparation of sales tax return, annual property tax reports, and all payroll related reports.

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Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

We can assist you in the preparation of your financial statements in accordance with professional standards.The financial statements produced can be a useful tool for management in making financial decisions. Good financial planning is the corner/stone of financial success and a necessity to avoid future problems. We leverage our client’s knowledge of their business with our experience. The end result is a solution that works for you.

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Tax Preparation

Our staff of professional tax preparers are friendly and knowledgeable with a wide range of tax expertise. Our staff constantly receives training on new federal, state, and local law changes affecting individual and business clients. We have all the tools needed to help you minimize your tax liabilities. Our services do not end when April 15th arrives. We are available to help you with your financial needs throughout the year. Tax services we offer include:

  • Tax Planning and Preparation
  • Tax Consulting
  • Tax Audit Representation
  • Review of the prior year’s taxes

We provide services for:

  • Individuals
    • Preparation of individual federal and state tax returns
    • Analysis of tax consequences of specific transactions including recommendations and alternatives to achieve the best post tax results
    • Personal financial planning
    • Estate and retirement planning
  • Partnerships
  • Corporations
  • Limited Liability Companies

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Consulting Services

We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. We provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:

  • Accounting Software Selection and Implementation
  • Type of Entity Selection
  • Buying/Selling a Business
  • Computer Systems
  • Financial & Retirement Decisions
  • Estate, Trust & Gift Planning
  • Employee Benefits

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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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Computer Consulting

Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business' computer needs.

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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs...) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

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Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot 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
  • Accounting System Setup for New Businesses
  • Computerized Payroll Services
  • Business Tax Return Preparation (Sales & Use/Business Property)
  • Personal Financial Statements
  • Litigation Support

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients are being properly represented before the various federal and state tax agencies.

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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 reporting on two levels of assurance:

  • Review: Some analytical procedures conduced with limited assurance.
  • Compilation: Based upon client information provided and used 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. The financial statements produced can be a useful tool for management in 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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Accounting Software Selection & Implementation

Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business' computer needs. With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult.  As accounting professionals, we are exposed to most programs through trade journals and actual use.  Our experienced staff can help you choose and implement the system that best fits your needs.

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QuickBooks Consultations and Services

We provide complete write up and bookkeeping services using Creative Solutions, Peachtree, and QuickBooks software. We also install a check writing system at client's sites that integrates with our general ledger software. Other services include preparation of sales tax returns, annual property tax reports, and all payroll related reports.

As Certified QuickBooks ProAdvisors, we have the knowledge and experience to help you utilize one of the most commonly used and most powerful accounting software packages on today's market.

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Data File Installation and Setup

With this service, we provide the proper setup of QuickBooks to assure the integrity of your reports. We offer thorough knowledge of both accounting and the software's functionality, which is essential for the accuracy of your setup process. We can completely set up a new data file from scratch, assist in condensing and archiving old information to make your data file run faster, or help you understand your reports better.

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Support

Having quick access to solutions for your software problems is essential to running your business effectively. We free you up to invest your time in your business, instead of your accounting software. In addition, our secure Quickbooks support allows us to log into your data file at any time with your permission to quickly analyze problems and assist you with any other software and accounting needs.

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Onsite Training

Whether you are starting with the basics or enhancing your working knowledge of QuickBooks, onsite training will meet your needs. Our Certified QuickBooks ProAdvisor will consult with your management to determine your training needs and will customize an onsite training session to meet your specific goals.

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Data File Analysis and Repair

How reliable is your data file? Through a series of diagnostic routines and data file review, we can analyze your reports, determine the errors, and provide you with a detailed report of our findings. We can then help you determine the necessary steps to make corrections.

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Management reports

Are you using all of the reporting capabilities of Quickbooks, in all of the different reporting modules? Are you monitoring your results against budgets? We can help you set up reports such as budget versus actual so you can stay on track. We can design reports in the general ledger, accounts receivable, accounts payable, inventory, and payroll modules to help you run your business effectively.

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Non Profit Organizations

Non-profit organizations face increasing and constantly changing government regulations, and declining corporate and individual contributions. Non-profits must also report financial statements to different users as well as accurately account for the use of funds from both private contributions and grants. Cerqueda, Morgan & Collins has vast experience helping non-profit organizations to succeed in this environment.

Our objective is to help clients improve service efficiency and cost effectiveness. Our tax consultants are experienced with exempt status, excise taxes on investment income, payroll taxes and unrelated business income taxation.

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Miscellaneous

Estate & Trust Tax Preparation

If you don't take care of your estate, the IRS will. Without proper planning the IRS can take a significant amount of your hard earned dollars. Effective estate and gift planning:

  • takes maximum advantage of tax strategies
  • facilitates the orderly transfer of assets to your beneficiaries
  • provides security for your surviving spouse
  • reduces or eliminates 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 and Execute the estate planning strategies with the help of a trusted and reputable attorney

Regardless of how successful a person has been in management of a business, investing and planning during his lifetime, the last tax bill can be the most devastating.

Estate Planning services include:

  • Reviewing wills
  • Setting up trusts such as Revocable Trusts, Irrevocable Trusts, and Special need Trusts working with a qualified legal advisor
  • Planning for retirement needs
  • Preparation of estate and gift tax returns

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