Services

Offering You Services For Success

Attuned to the unique needs of your business, we are exceedingly diligent in making sure you are taking every opportunity to operate smoothly, save money and increase revenue and profit.

In addition to assisting you with the intricacies of monthly bookkeeping and payroll reporting, we can provide on-site controller and financial statement support.

Fox Valley CPAs will provide a bundle of annual services custom designed for your business. Based on your needs, your annual bundle package could include:

• Compiled financial statements
• Reviewed financial statements with full footnote disclosure
• Yearend adjusting journal entries
• Detailed fixed asset depreciation schedules
• Individual income tax returns
• Corporate income tax returns
• Partnership income tax returns
• Quarterly tax planning
• Yearend tax planning
• Personal property tax returns
• Manufacturing property tax returns
• Manufacturing real estate tax returns
• Online filing of your annual corporate report
• Payroll processing
• Quarterly & yearend payroll tax reports, including employee W2’s
• Annual workers’ compensation audit preparation
• 1099 reporting
• Sales tax reporting
• Officer Wisconsin unemployment exclusion calculation
• Overhead analysis
• Breakeven analysis
• Monthly financial statement preparation
• Remote access to assist your internal bookkeeper
• Owner conferences and consulting with your Fox Valley CPA account manager

Account managers at Fox Valley CPAs have extensive experience in small business accounting issues. You can save tens of thousands each year by having our experts prepare your monthly financial statements, in which we will perform the following:

• Reconcile all relevant accounts
• Make all necessary corrections
• Provide ongoing training to your internal bookkeeper
• Verify payroll tax deposits
• Review your monthly general ledger detail
• Customize internal reports for owners
• Print month end reports for owners
• Review financial statements with owners
• Remote access to assist your internal bookkeeper

How does this help you?

• Improves accuracy of your accounting system
• Improves reporting produced by your accounting system
• Develops appropriate systems to reduce internal labor costs
• Helps reduce the likelihood of employee misappropriation of funds
• Reduces negative effects of employee sudden departure
• Assists employers with no accounting or finance background determine if their employees are properly performing their job
• Keeps you up to date with the reporting requirements for small business owners by the Internal Revenue Service and Wisconsin Department of Revenue
• Verifies payment of payroll tax liabilities