Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Industry Focus

With CPA Associates, you not only have one of the most respected accounting firms in southwest Florida working for you, but you also have the only firm in the area that can deliver best-of-class accounting and consulting services. Through our independent association with the RSM McGladrey Network, our clients enjoy the benefits of regionally-based experience and knowledge along with access to an international depth of resources at their disposal.

The combination of our in-house expertise and the resources of the RSM McGladrey Network allows us unlimited flexibility in customizing our service to fit your unique business situation. CPA Associates is prepared to provide expert accounting advice and professional services to a variety of industries including:

• Agribusiness
• Automotive
• Construction & Real Estate Development
• Employee Leasing
• Financial Institutions:
  • Financial Institution Consulting Services
  • External Audit Services
  • Internal Audit Services
  • Loan Review Services
  • Advisory Services For Financial Institutions
• Government Entities
• Health Care
• Hospitality
• Marinas
• Not-for-profit
• Professional practices
• Wholesale distribution & manufacturing

We are business-oriented professionals who can relate to the problems and experiences that our clients face in the business world. Management services are a natural outgrowth of our auditing, accounting, and tax services. Drawing upon our experiences in the business community and continuing professional development, we are able to offer suggestions to improve the operating techniques, cost efficiencies, and profit potential.

CPA Associates is available to help establish financial forecasts, conduct feasibility studies, provide cash flow analysis, and handle organizational reviews. We offer other in depth services designed to improve management techniques that include:

Organizational structure recommendations New accounting systems Budgetary control review and analysis Computer feasibility studies Mergers and acquisitions Personnel planning and recruitment Systems planning and development Pension and profit-sharing feasibility studies Internal control review and design Controllership function Inventory methods and procedures Small business planning and consulting Litigation support

In compliance with Florida law, only a licensed CPA firm can perform an audit of financial statements. Additionally, each CPA firm should undergo periodic peer reviews of its quality control system to ensure the continued use of high professional standards. This approach to auditing is essential for protecting the users of audited financial statements, ensuring that reliable information is available for investment lending, and making management decisions.

As a leading firm, CPA Associates voluntarily joined a division of firms within the AICPA during the 1970s to participate in quality reviews. Since then, we have had annual inspections of our practice and triennial reviews. Under a mandatory system for quality reviews now in effect, the firm and its partners also conduct peer reviews of other CPA firms in Florida.

Through intensive continuing education programs, our auditors remain constantly abreast of industry trends while continuing to enhance their educational levels with technical programs. Our audit procedures are further advanced through the use of sophisticated audit software and sampling techniques.

The knowledge and insights developed during the audit enable us to provide services that go beyond reporting on financial statements. We are very much involved with our clients' overall financial accounting policies, procedures, organization, cash flow projections, cost controls, and inventory management.

Accordingly, we bring a broad range of professional capabilities in evolving improvements in the many areas falling within our competence. Each engagement can be expanded to study an internal control system in more depth as required by each client.

To assist the client in increasing business efficiency and profitability, at the conclusion of each examination we prepare a letter to management summarizing our findings and suggestions. We also follow up to determine whether suggested procedures adopted by management are effectively implemented. Additional benefits of audited financial statements may be found if a company subsequently merges or is sold.

We schedule and control the filing of returns required by the various tax authorities, attend tax examinations and hearings, research tax consequences of specific events, and review work closely with clients in structuring business transactions.

Our staff remains abreast of the constantly changing tax laws through in-house seminars and other professional education. We also maintain a large library of technical tax publications.

We offer tax planning and advice in:

Individual income tax returns Corporation and partnership Corporate organizations and liquidations Foreign taxes Pension and profit-sharing plans Professional corporations Personal financial planning

In addition, trust and estate taxation and estate planning comprise an important segment of our practice. Our staff works closely with client attorneys to develop estate plans by renewing wills, determining client testamentary wishes, and preparing estate tax projections. We are also constantly working with trust departments in tax counseling and trust and estate income taxation.

CPA Associates offers clients a variety of services:

User needs analysis System design and selection Software installation Employee orientation and training Computer security Disaster planning Implementation and conversion planning

Computer technology is fast-paced and ever changing. CPA Associates is committed to remaining abreast of new and improved technology that will benefit our clients.

As the primary business advisor to our clients, we recognize our responsibility to safely and effectively leverage the benefits of this exploding technology.

The World Wide Web and the Internet represent a tremendous and cost-effective opportunity to explain your company's presence and communicate with prospects, customers, and business partners. With all of the Internet's potential, it is important for businesses to work with a trusted advisor to manage their investments.

When it comes to our clients and the Internet, our mission is to ensure that they leverage its many benefits, while protecting them from its dangers and pitfalls.

We address the full spectrum of services required to move businesses onto the Information Superhighway. We help businesses to establish and register a World Wide Web domain, design and host a website, and service on-going Internet requirements.

Our client accounting services go beyond the preparation of financial statements and tax returns. We provide a total financial picture for our clients, assisting them in formulating operating policies and procedures, installing practical accounting systems, and assisting with long-range planning.

CPA Associates also maintains year-round record keeping for many clients that includes all accounting functions, financial statements, payroll records, and sales taxes. We may be engaged on a monthly basis or quarterly basis, as required, and will review our findings with management. Our vast business experience and know-how are always available to our clients to help them improve their operations.

Our special services that are invaluable to those facing major economic changes, such as the sale of a business, inheritance, divorce, or lottery win, include: - Business continuation planning - Cash flow and tax projections - Compensation, retirement, and benefits analysis - Investment planning - including asset allocation, money manager selection, mutual fund advice, and performance monitoring

We are always looking for opportunities to help you grow financially. We take a personal interest in your success and work to establish a long-term relationship...as we have done with many clients.