C. Mark Winfrey, CPA provides services to individuals and businesses in a variety of industries. 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. Small Busines is our business!
C. Mark Winfrey, CPA 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. This commitment and focus are applied to all our services offerings.
Contract Chief Financial Officer Services
Contract CFO is the modern equivalent to traditional bookkeeping and write-up services, only infinitely more beneficial. Using the latest developments in artificial intelligence, cloud-based platforms, and remote access tools C. Mark Winfrey, CPA is able to custom tailor a solutions that allows the business owner no matter how small to effectively have real time access to a professional and their knowledge as if they were in an adjacent office. This type of service allows the owners and management to focus 100% on what they do best. As an added benefit, C. Mark Winfrey, CPA never undervalues face to face interactions with his clients and their staff. This unique service combines both into a custom designed packaged service.
Business analytics is the methodical exploration of an organization's data, with an emphasis on statistical analysis. Business analytics is used by companies that are committed to making data-driven decisions. Data-driven companies treat their data as a corporate asset and actively look for ways to turn it into a competitive advantage. Successful business analytics depends on data quality, skilled analysts who understand the technologies and the business, and an organizational commitment to using data to gain insights that inform business decisions. It is included in our contract CFO services, but can be handle as a separate service.
Tax Management Services
We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow, and keep you on track to your financial goals. Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws.
Reviews, Compilation, and Financial Statement Preparation
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 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.
Financial Statement Preparation
Financial statement preparation. The preparation of financial statements involves the process of aggregating accounting information into a standardized set of financials. The completed financial statements are then distributed to lenders, creditors, and investors, who use them to evaluate the performance, liquidity, and cash flows of a business. There no assurance given with a Financial Statement preparation engagement
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. Another growing trend for individual planning is life stage changes. People are living longer, changing jobs more often, divorce and re-marriage, and caring for elder parents all cause a need to rethink you estate plan. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones do not have any complications to deal with during a time of loss. This area of service often includes business succession planning.
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, C. Mark Winfrey, CPA can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
Having started his professional career in programming and networking industry, C. Mark Winfrey, CPA has an extensive understanding of hardware and software technology. As technologies rapidly advance, companies increasingly need to update their computer systems. We can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems. As experts in this field, we can put your computer problems at bay as well as improve your computer system's performance taking into consideration any budget you may have.
QuickBooks & SAGE Systems Accounting Help and Assistance
The Right accounting and information system 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.
We offer free valet parking to our office our partner '4th Street Parking'.