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Our Mission is to provide value added, timely and cost effective financial services for our clients to help them grow.

 

 

Contact Us:

(270) 684-5158

or

(888) 354-3621

Client Services

 

We offer 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 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.

Accounting Services

 

Reviews and Compilations


Bookkeeping/Write-Up

 

Payroll Services


Retirement Planning

 

Tax Planning & Preparation

 

Other Services

 

 

 

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised.  Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.  Our firm provides a full range of cost effective accounting services including the following:

 

▪General ledger and financial statement preparation

 

▪Bookkeeping (Monthly/Quarterly/Annual)

 

▪Accounting system setup for new businesses

 

▪Computerized payroll services

 

▪Business tax return preparation (Sales and Use/Business Property)

 

▪Personal financial statements

 

▪Litigation support

 

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Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide conductive solutions for maximizing your company's profitability and efficiency.

 

▪Review - some analytical procedures conducted with limited assurance.

 

▪Compilation - based upon client information provided and used primarily for internal use.

 

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Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business.  Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

 

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Payroll Services

We can help you with all of your payroll needs. Whether assisting you develop your own payroll system or actually writing all your payroll checks and preparing necessary payroll tax returns for you, we will work to keep everything correct, on time and penalty free.

 

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Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients.  Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

 

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Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues.  As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below.  We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

 

▪Business Set-up

 

▪SBA Loan Help

 

▪Money Management

 

▪Part-time CFO & Consulting

 

▪Actuarial

 

▪Mergers & Acquisitions

 

▪Asset Protection

 

▪Bankruptcies

 

▪Cash Flow Forecasting

 

▪Litigation Support

 

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Robert F. Kuphal, CPA

3520 New Hartford Road, Suite 301

Owensboro, Kentucky 42303

 

 


Copyright 2006-2011 Robert F. Kuphal

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