At Carlozo & Company, P.A., we provide assistance in the following areas:
ACCOUNTING
- Bookkeeping training and instruction
- Budget design and preparation
- Budget vs. actual reporting
- Cash reconciliations
- Capital structure and business financing
- Contribution margin analysis
- Financial statements - compiled and reviewed
- Income and cash flow projections and reforecast
- Internal accounting controls design
- Monthly bookkeeping
- Personal financial statements
- Presentation of financial data to:
Stockholders
Board of Directors
Management
Lenders
Franchisors
- Ratio analysis
- Refinancing analysis
- Trailing 12 month reporting
- Vertical Analysis
TAX PLANNING AND REPORTING
- Alternative minimum tax planning
- Bulk sales tax issues
- Consolidated corporate returns
- Corporate record book monitoring
- Electronic filing with taxing authorities
- Estate tax planning
- Executive compensation planning
- Financial planning
- Fixed asset maintenance
- Fringe benefits planning
- Gift planning
- Income and sales tax audit representation
- Individual tax planning
- Limited liabilities companies
- Liquidations
- Mergers and acquisitions
- Multi-state taxation
- Offers-In-Compromise
- Partnerships/agreements
- Pension and profit-sharing plans
- Personal property tax assessment planning
- Purchase or sale of a business
- Real estate investments
- Recapitalization
- Related party transactions
- Retirement planning
- Selection of appropriate business structure
- Succession planning for family business
- Tax return preparation
- Tax credit utilization
- Tax implications and planning
- Tax entity changes
- Tax litigation and protests
MANAGEMENT ADVISORY SERVICES
- Accounting systems development
- Analysis of new business ventures
- Break even analysis
- Budget planning and analysis
- Business valuations
- Business plans
- Buy/sell agreements
- Cash flow analysis
- Cost reduction programs
- Employee performance evaluation
- Forecasting and projections
- Fringe benefit cost analysis
- Investment projections
- Long-range planning
- Mergers and acquisitions
- Productivity analysis
- Profit contribution studies
- QuickBooks installation and training
- Return on investment analysis
- Strategic planning
- Wage and salary incentive programs
