George Bagley and Company L.L.C. provides a wide range of services to individuals, closely held businesses, and not-for-profit organizations in a variety of industries. At George Bagley and Company L.L.C., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. George Bagley and Company L.L.C.'s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
-General ledger and financial statement preparation
-Accounting system setup and support
- Cash flow budgeting and forecasting
- Personal financial statements
- Employee benefit and profit-sharing plans
- Corporate tax planning and return preparation
We can set up financial reports for your view to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.
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Assurance and Advisory Services
At George Bagley and Company L.L.C., we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.
These services include but are not limited to:
- Audits, reviews, and compilations
- Employee Benefit Plan Audits
- Entity selection and restructuring
- Business valuations
- Financial projections and forecasts
- Debt and finances advising
- Mergers and acquisitions consultation and due diligence
- Transaction structuring and negotiations
- Business succession
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Audits, Reviews, and Compilations
George Bagley and Company L.L.C.'s financial statement services comprise all three levels of assurance depending on your company's needs.
- Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions.
- Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures regarding financial statement matters and identify any items requiring further analysis.
- Compilations are based upon information provided by a company's management. They do not offer assurance.
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Important duties for trustees and administrators of retirement plans are to ensure that your company’s Employee’s Benefit Plans meet the regulatory requirements of the U.S. Department of Labor and Internal Revenue Service and protect the assets and financial integrity of the plan.
George Bagley and Company L.L.C. is committed to providing quality audits to ensure that your Plan is satisfying the specialized financial, operational, and regulatory requirements.
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In this environment of increasing oversight, it is important to find qualified A 133 auditors. George Bagley and Company L.L.C. has the experience with these grants and can ensure the quality of your organizations single audit.
It will be important for you to understand all the various A 133 requirements for compliance. Your organization’s policies and procedures must be documented and in writing. As part of the audit process, George Bagley and Company L.L.C. A 133 auditors will need to gain an understanding of your organization’s controls, determine if they have been place in operation and test if they are effective. The audit team will then perform detailed tests in order to provide the required opinions.
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QuickBooks Pro Adviser, QuickBooks Accounting Help and Assistance
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.
George Bagley and Company L.L.C. is a QuickBooks Pro Adviser and we offers the following solutions to help meet your QuickBooks needs:
Personal Training- We train you personally! Either one-on-one or several individuals within your organization at your company's location.
Setup- We assist new QuickBooks users with initial setup including: Easy Step Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Support- Our QuickBooks support service can assist you with providing accounting and payroll assistance.
Review- Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
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Cash Flow and Budgeting Analysis
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. George Bagley and Company L.L.C. can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.
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Financial Projections and Forecasts
No one can predict the future perfectly, but we can all benefit from planning for it. George Bagley and Company L.L.C. combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.
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