RATLIFF Bookkeeping & Tax Service, LLC
 

Financial Services


Welcome to our financial service area information page. Below is a list of some of the services that we offer.  Also click on our Human Resource Service Areas tab for more offerings.  If you have a financial or business management need that is not addressed here, chances are we can still help you.  Please contact us to discuss your unique needs or arrange a free initial consultation.

 

    

TAX PLANNING AND COMPLIANCE

We can prepare your tax returns, both federal and state for corporations, partnerships and individuals including accrual to cash conversions and all supporting schedules.  We can also assist with tax disputes, tax research, tax projections and strategic tax planning as needed.


    

BOOKKEEPING SERVICES

We will record all transactions into a computerized accounting system using paper documentation or online banking records.  Service includes reconciling bank accounts and sub-ledgers to their respective general ledger accounts.  We can prepare GAAP based financial statements including supporting schedules. 


    

BUDGETING & FORECASTING

We can help you develop detailed annual operating and capital budgets including cash flow projections which can then be consolidated with periodic financial reporting to gauge your firm's progress against predetermined goals.


    

BILLING AND COLLECTIONS

We can help you implement a system for systematically billing your clients, and ensuring timely payment.  We can help you design and build custom bill templates as needed.  We can show you how to setup a merchant account to begin accepting payments by debit or credit card.


    

FINANCIAL PROJECT REVIEW AND MANAGEMENT

We can supply financial or statistical analysis of data for special projects or to assist you with prospective business transactions.  We will help you with interpretations and recommendations on complex accounting, finance, human resource and other business management issues.


    

ACCOUNTING SYSTEM IMPLEMENTATION OR CONVERSION

We possess expert knowledge of numerous accounting software applications.  We can help you decide which system is best for your particular needs and then help you put the system in place resulting in a more efficient and profitable business. 


    

START-UP BUSINESS CONSULTING

We help you determine the best entity structure for your specific business needs and then assist you with the required federal, state and local entity registration procedures.  We can supply a custom new business checklist to help you get everything in place to begin running your business and making money.


  

GOVERNMENT AND NOT-FOR-PROFIT ACCOUNTING

We have experience with government and not-for-profit entities and are familiar with the challenges of fund accounting, as well as the various IRS & legislative code requirements with which you must comply. We speak the same language as your CPA firm and can help you meet the requirements of your annual independent audit, often going above and beyond what your auditor can do for you because we do not have to maintain independence.