Stockholders, creditors, and private investors often need assurance that the financial statements accurately represent the true financial position of a company.
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.
Payroll – Let Moody & O’Neal CPAs assist you with your quarterly payroll tax returns. Our experienced staff will manage the preparation of your quarterly payroll tax returns. We can also assist with the preparation of your year end forms W-2 & W-3.
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.
Audits – Reviews – Compilations – Moody & O’Neal CPAs’ Assurance Services team will get to know your business like it’s our own. We perform the traditional financial statement services of Audit, Review, Compilation, and Agreed Upon Procedures. In addition, we perform financial due diligence services and forecasts and projections.
Forensic Accounting – Should a situation arise where your business requires forensic accounting services, Moody & O’Neal CPAs is here to help. Our Certified Fraud Examiner and team will take the lead on managing your forensic accounting needs.
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.
Internal Controls – Moody & O’Neal CPAs provides a risk-based approach to internal auditing. We perform internal audit services including setup of the internal audit function and Internal Audit Quality Assessment Reviews.
