Solutions for Success

At Melanie Guthrie, CPA, our experienced professionals guide our clients through a full range of tax planning and preparation decisions with strategies designed to minimize tax liabilities, maximize cash flow, and keep individual and business clients on track to realize their financial goals. The expertise, experience, analysis, and thorough research utilized by our firm allow us to optimize financial opportunities to be found in historic as well as recently altered tax laws. Melanie Guthrie, CPA, and her staff of professionals are knowledgeable and current on all applicable tax laws, investing great time and effort on an annual basis to ensure complete legal and regulatory compliance.

From start-ups to established enterprises, businesses rely on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. Accounting and tax services offered by Melanie Guthrie, CPA, keep our clients expressed goals and objectives at the forefront while providing 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
• Bookkeeping (Monthly, quarterly, or annual)
• Accounting system setup and support
• Payroll processing and reporting
• Cash flow budgeting and forecasting
• Personal financial statements
• Employee benefit and profit-sharing plans
• Individual and Corporate tax planning and return preparation
• Sales and Use Taxes

Melanie Guthrie, CPA, offers financial statement services essential to keeping business clients on track to realizing their goals and objectives. Our firm's reviews and compilations afford business clients multiple levels of assurance depending on a company's individual needs and requirements.

Reviews

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations

Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

For individuals and families, estate and trust planning can help ensure that financial security for loved ones is achieved with minimum disruption and confusion during what is frequently a difficult, emotional time. For businesses, estate and trust planning, and allied tax preparation services, can help maintain smooth, uninterrupted business operations during what is a difficult and often confusing time by clearly defining and articulating the desired succession of ownership, defining forward looking individual and corporate financial considerations, and clearly illustrating a company's likely future tax and financial regulatory requirements once a transition is complete. Family and business financial structures are too often compromised, and assets placed at risk or lost entirely, owing to the lack of clear, concise estate and trust planning accomplished prior to precipitating events. Additionally, a comprehensive, forward looking tax strategy, and accurate reporting and tax preparation, are essential to ensuring individual, family, and business financial viability during turbulent times. Melanie Guthrie, CPA, is skilled, knowledgeable, and experienced in estate and trust planning and tax preparation. Our firm offers an array of services to help individuals, families, and businesses navigate the complex and shifting tax laws to facilitate the transfer of assets, and minimize tax liability, to beneficiaries. Everyone should have a well thought out plan to effectively and efficiently distribute the assets left in an estate to avoid complications and onerous tax implications, and to be certain that an individual’s wishes are followed, or that the integrity of an ongoing business is preserved, without issue during a time of loss.

At Melanie Guthrie, CPA, our expressed goal is to help our individual and family clients reach financial goals and maintain financial independence through a comfortable retirement. Our experienced professionals can guide you through the often tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Our firm can help ensure that your portfolio takes into account tax implications for an advantageous after-tax return. The road to retirement is a long one and Melanie Guthrie, CPA, can help you to take the proper steps to reach your goals for financial security.

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, QuickBooks software can only provide this information if a business purchases the right product, and then install, set up, and use it properly. As a QuickBooks ProAdvisor, Melanie Guthrie, CPA, helps our QuickBooks ProAdvisor clients use the powerful business accounting capabilities of QuickBooks more efficiently and effectively, thus enhancing the return on our QuickBooks ProAdvisor client's investment.

Melanie Guthrie, CPA, offers the following QuickBooks ProAdvisor solutions to help maximize the value of our QuickBooks ProAdvisor client's investment in this industry standard accounting and reporting platform:

Personal Training

Our experienced and skilled Melanie Guthrie, CPA, QuickBooks ProAdvisor professionals train you personally ... one-on-one or in groups within your organization ... at your company's location.

Installation

Melanie Guthrie, CPA, QuickBooks ProAdvisor professionals install QuickBooks on your stand-alone computer ... or in a network environment ... in either single-user or multi-user mode.

Setup

Melanie Guthrie, CPA, QuickBooks ProAdvisor professionals assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, and Banking and Reports. Our QuickBooks ProAdvisor professionals also help experienced users manage their businesses more effectively by improving current setups. Many QuickBooks users experience problems - and lack the ability to generate and track important information - simply as a result of inadequate setup.

Support

Melanie Guthrie, CPA, QuickBooks ProAdvisor support service provides QuickBooks ProAdvisor clients with any installation, setup, or operational assistance that may be needed at any time. Additionally, our QuickBooks ProAdvisor support is not limited to the QuickBooks software alone; our QuickBooks ProAdvisor professionals can also provide accounting and payroll assistance.

Review

Melanie Guthrie, CPA, QuickBooks ProAdvisor review services provide support to companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review transactions, accounts and reports. Melanie Guthrie, CPA, QuickBooks ProAdvisor review service professionals ensure that our QuickBooks ProAdvisor clients receive timely, relevant and reliable financial information, and that QuickBooks ProAdvisor clients are advised directly of any corrections, adjustments or reclassifications necessary to ensure the financial information our ProAdvisor client business receives reflects the correct financial condition of our client's business. Melanie Guthrie, CPA, QuickBooks, ProAdvisor reviews may be conducted at any time, but monthly reviews provide our QuickBooks ProAdvisor review clients up-to-date information and feedback essential to good business financial health.

Accurate, timely record-keeping is essential to the financial health of successful businesses. Yet the process of keeping and maintaining detailed, accurate records can also be complicated and time-consuming. Highly trained and experienced Melanie Guthrie, CPA, bookkeeping professionals help our client businesses of all kinds and sizes with the up-front organization and day-to-day tasks required for effective and efficient bookkeeping. Melanie Guthrie, CPA, bookkeeping and write-up services can be expertly tailored to provide the information our clients require in a consistent, predictable, usable, and cost-effective manner.

The type of business entity an individual (or group of new business principals) chooses at the outset of its existence ... its legal designation and structure ... has a tremendous impact on legal and regulatory requirements, reporting and tax liabilities, and other vital factors. Choosing the best available business entity is essential for business viability and the personal and family well-being of its principal(s). From the inception of a company, through its growth and development, Melanie Guthrie, CPA, possesses the technical knowledge and experience to provide expert guidance and assistance in choosing, structuring, and maintaining the best entity type to ensure success. Many companies, owing to growth and success over time, realize the need to change their corporate entity at some point to reflect growth, changing personnel, and business complexity. Melanie Guthrie, CPA, offers a wealth of knowledge, expertise, and experience to help businesses of all sizes and types develop and maintain the most advantageous entity type and structure to foster growth and success.

Professional representation such as that offered by a Certified Public Accountant (CPA) is - without exception - a vital consideration for individuals and/or businesses in the event of an Internal Revenue Service audit (or an audit or other regulatory action initiated by local, state, federal, or other authorities). Melanie Guthrie, CPA, possesses the critical technical knowledge and years of experience that enable our firm to work effectively with regulatory and taxing entities on our client's behalf, guiding and providing valuable, authoritative counsel to assist in effecting a just and equitable outcome.

Melanie Guthrie, CPA, payroll services provide an efficient, effective, cost-conscious way to reduce the time and expense of payroll processing and administration. Our trained and experienced payroll professionals make it simple to develop and implement a fully computerized payroll system tailored precisely to your business requirements and objectives, and perfectly designed to facilitate processing, timely payment, and, preparation of data required for all regulatory and tax reporting functions.

Choosing and administering benefit plans for your employees is a complex, involved process. Melanie Guthrie, CPA, stands ready to help businesses of all sizes develop, implement, and administer benefit, retirement, and profit-sharing plans. Our experienced professionals provide guidance and make available the financial tools necessary to help business owners reward valued employees while remaining fully focused on company goals by maximizing the tax advantages in implementing employee benefit plans.

Cash flow management can make or break any business, regardless of size. Well conceived and regulated cash flow management improves a company's liquidity, helps reduce costs, and sets the stage for enhanced profitability. Melanie Guthrie, CPA, offers knowledge, experience, techniques, and financial tools to help business clients achieve optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. Cash flow management is the lifeblood of any business. Melanie Guthrie, CPA, cash flow management professionals help analyze company income and spending and create a balanced budget approach to set income, operating expenses, debt service, and other income and outgo for an optimal cash flow to foster business success.

While no one can ever predict the future perfectly, reliably and consistently "looking ahead" is imperative to a company's growth and success. Melanie Guthrie, CPA, combines expertise and years of experience with a gained understanding of our client businesses to produce financial projections that can help virtually any business of any size or scope manage for today ... and tomorrow. Melanie Guthrie, CPA, keeps current on market trends and updates so our client businesses can prepare for what is to come, and our flexible services range from top-level reports to detailed financial models.

Individual, family, professional, or corporate, rely upon Melanie Guthrie, CPA, to provide knowledgeable counsel in sorting through the myriad options available for debt management and financing. Recasting debt and incremental financing of personal or business debt may result in tax deduction savings. Melanie Guthrie, CPA, professionals provide analysis and recommendations to help individuals and businesses achieve more manageable debt service and greater flexibility.