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Working is not an end in itself. Whether you do diligent service to further the company agenda or strive to succeed at your own business, there's another purpose behind your work ethic. You want to live a life. And the purpose of all that toiling is to generate cash to support your chosen lifestyle - and to create capital for your retirement.
At James E. Roberson & Company P.C., Certified Public Accountants, we are committed to helping you achieve those business and personal goals. We have put together a team of seasoned professionals with various areas of expertise, which allows us to offer our clients a broad range of financial planning and services.
Specifically, we focus our energies on:
Consulting - We find we can be most effective working with clients on an ongoing basis. You might think of us as your offsite Chief Financial Officer or as a sounding board to gauge the fiscal impact of your key business decisions. We can help you develop or update a financial business plan and - more importantly - aid in the review of the results and the new directions that review typically generates. So our success is tied directly to your success.
We can also assist you in choosing software to support the financial needs of your particular business, as well as helping with installation and training on how best to use that software. We offer help in revising current systems for greater efficiency and can help you upgrade your accounting system to a management information system.
Tax planning - We offer service from beginning to end, from entity selection (what kind of business structure is best for your needs) to retirement planning and everything in between. We can do interim tax estimates, structure transactions to net the lowest allowable tax burden and work within your long-term goals to help you increase your net worth while paying the least amount of taxes required by law.
Tax compliance - If you're in business, you will be required to file some type of tax return to comply with state or federal tax statutes. We can help you stay on top of those compliance requirements so you can concentrate on doing what you do best . . . running your business.
Accounting - We offer a full range of accounting services - from actually doing your bookkeeping through generating a general ledger or compiling financial statements. We can also prepare Compilation and Review reports on your financial statements at regular intervals.
James E. Roberson & Company P.C. is ideally suited to serve small and medium sized businesses. Why? Because that's what we are. And that makes it easy for us to truly understand your business - and the motivations behind it. Please contact us for an exploratory discussion.
We welcome any questions or comments you may have. Feel free to contact us at any time.