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BOOKKEEPING & ACCOUNTING SERVICES

The foundation of sound financial management for any business is great bookkeeping and accounting. Without pristine books and proper accounting, it is very difficult to understand the health of your business and know how to maximize profitability.

At Zwygart John, we specialize in providing top-tier bookkeeping and accounting services. You are assigned a dedicated bookkeeper that comes to understand your unique bookkeeping needs. Each month, a Zwygart John representative enters and categorizes your transactions, reconciles your accounts, creates the necessary journal entries, and produces financial statements.

In addition, Zwygart John manages your payroll so you no longer need to worry about payroll deadlines, payroll tax filings, or changing tax law.

OUR BOOKKEEPING SERVICES INCLUDE

Entering and categorizing transactions

Payroll

Business bank reconciliations

Month-end journal entries

Accounts payable

Production of financial statements

Accounts receivable

Bookkeeping

COMPILATION

A compilation of financial statements represents the most basic level of service CPAs provide with respect to financial statements. In a compilation, we will assist with presenting financial information in a form of financial statements without undertaking any procedures to obtain or provide any assurance on the financial statements.

REVIEW

Reviewed financial statements provide the user with a level of comfort that based on the account’s review, the accountant is not aware of any material modifications that should be made to the financial statements. In a review, we will perform limited procedures to be able to provide a reasonable basis for obtaining limited assurance that there are no material modifications that should be made to the financial statements.

AUDIT & ATTEST SERVICES

AUDIT

Audited financial statements provide the user with an auditor’s opinion that the financial statements are presented fairly. In an audit, we will perform procedures to obtain an understanding of the entity’s internal control and assess fraud risk. The procedures performed will allow us to provide an opinion on the financial statements.

Audit

BUSINESS & INDIVIDUAL TAX SERVICES

Your individual and business net incomes are directly impacted by how you properly manage and plan for tax savings. You may be questioning:

  • How can I best manage the complexity of my individual and/or business tax situation?

  • What is the appropriate entity type for my business?

  • How can I pay less in taxes?

  • Am I in tax compliance?

  • Am I taking advantage of available credits and deductions?

 

Business

Understanding the tax implications of entity selection and organization structure, strategies for deferring income or accelerating deductions for tax reporting purposes, and the management of nexus and state reporting requirements can help save you time and money.

We provide you with timely and accurate planning and return preparation of federal and state tax returns. More importantly, we provide strategies and opportunities to minimize your federal and state tax burdens. Our goal is to help you minimize your tax liability.

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