We can tailor our services to suit your individual needs by performing bookkeeping services at our location or yours or by logging in to your computer remotely.
Small Business Accounting & Bookkeeping – We have a full-service bookkeeping department and can tailor our services to suit your individual needs. We can come to your office, login to your computer remotely, or do your books here at our office. We can also help you determine how often your books need to be updated and work with your schedule to provide stress-free service. Whether you’re running Windows or Mac OS, QuickBooks, or another financial software package, we’ve got you covered. Knowing our experienced staff has your bookkeeping under control means you can focus on what’s most important to you: running and growing your business.
Part-Time CFO Services – We can provide on-site, just-in-time, financial support for short or long stretches. You call and we’ll hit the ground running.
Compilations – Preparations – We perform compilation engagements and preparation engagements for business owners needing financial statements to understand and monitor the financial health of their company.
Cash Flow Management – We provide a full realm of management consulting services. At Moody & O’Neal CPAs, we know that key advisors can help you manage your business profitably and more effectively. From compensation, leadership transition, buy/sell agreements, cost/benefit analysis, and many other challenging management decisions, Moody & O’Neal CPAs can provide that “second set of eyes” that make decision making easier and cost effective.
Bank Financing – Bank financing requirements can often be difficult to understand and require extensive financial and tax information. We work with many banks and can assist you with finding the right bank relationship and help you prepare for underwriting.
Business Valuation – We specialize in developing independent valuations with reasoned positions and comprehensive documentation to provide critical support for potential challenges or scrutiny. We handle the following services: Corporate Tax Planning and Compliance Valuations, Gift & Estate Valuations, Succession and Family Wealth Planning Valuations and Dispute Advisory & Forensic Services.
Strategic Business Planning – We often find that our clients want to think more strategically about their business and how they operate. We can give you thoughts and ideas around entity structure, retirements plans, etc. We also partner with several business advisors.
Succession Planning – In addition to our business valuation services, we are often engaged to help set up structures and plans around business formation and compensation structures.
New Business Formation – Many of our clients need advice when starting or transitioning a business. We can help advise you on the most tax beneficial structure. Then, we can refer you to an attorney to help draft the documents.
