Services
My firm offers a wide range of services to my individual and business clients. Because my firm is relatively small, my clients benefit by getting personalized, quality service that is beyond comparison. Below I have listed the services that I offer to my 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 I provide, I would be more than happy to refer you to a qualified professional.
- Specializing in Not-for-Profits
- Accounting Services
- Reviews & Compilations
- Financial Statements
- Cash Flow & Budgeting Analysis
- Tax Services
- Tax Planning & Preparation
- Consulting Services
- Accounting Software Selection & Implementation
- Business Consulting
- Bookkeeping/Write-Up
- IRS Representation
Specializing in Not-for-Profits ^
I have specialized in accounting, reporting, tax compliance, and general business consulting for not-for-profit organizations since 1989. I provide assistance in obtaining federal and state tax exemptions.
Accounting Services ^
Providing financial information to my clients in a timely and accurate manner is a commitment that I feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. My 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
- Business tax return preparation (Sales & Use/Business Property)
- Personal financial statements
Reviews & Compilations ^
I view my role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. I provide financial reporting on two levels of assurance:
- Review some analytical procedures conducted with limited assurance
- Compilation based upon client information provided and used primarily for internal use.
Financial Statements ^
I 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.
Cash Flow & Budgeting Analysis ^
A business can be profitable and still run into trouble due to cash flow issues. I can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.
Tax Services ^
I prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. I provide my individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
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Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
Tax Planning & Preparation ^
Tax planning and preparation form a winning combination for my successful individual and business clients. Whether you are an individual or a multi-tiered partnership, I can develop tax strategies that take advantage of new tax laws and legislation.
Consulting Services ^
I gauge my worth by the personal and business successes of my clients. I 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, I provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which I provide consulting services:
- Accounting software selection and implementation
- Type of entity selection
- Computer systems
- Financial & retirement decisions
- Estate, trust & gift planning
Accounting Software Selection & Implementation ^
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 an accounting professional, I am exposed to most programs through trade journals and actual use. I can help you choose and implement the system that best fits your needs.
Business Consulting ^
I gauge my worth by the personal and business successes of my clients. I 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, I provide comprehensive, flexible strategies that address the issues affecting your business.
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. My qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
IRS Representation ^
During my years of experience dealing with many taxing authorities, I have achieved a level of competence that can ensure my clients they are being properly represented before the various federal and state tax agencies.
Contact
- Phone: (415) 453-0207
- Fax: (415) 453-0406
- Email: sandrareinhardt50@gmail.com
Office Location
1299 4th Street Suite 300
San Rafael, CA 94901