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| Kerber, Rose & Associates, S.C. provides support in over twenty different areas of services. Each is staffed with shareholders, associates and paraprofessionals who provide professional services and advice in a cost-effective manner. The firm prides itself on providing a "hometown" touch in the services we provide to our clients. The firm's size allows individuals to concentrate in specific areas and to apply in-depth knowledge in order to meet client needs. Frequently, individuals from more than one service area work together to provide clients with a wide range of services. As the list 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. |
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| Audit Services |
| The Audit Department is responsible for business, non-profit and governmental audits. Auditing is an essential service provided to our clients. Whether it's for the client's own peace of mind or as a regulation requirement, our staff plans and performs each audit in order to meet each client's needs. An advantage of using Kerber, Rose & Associates, S.C. is our ability to not only "audit" the numbers but to also help the client improve their operations, processes and other matters which come to our attention during the examination. We emphasize communication throughout the engagement in order to provide our clients with the best possible service. |
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| Reviews & Compilations |
| The Compiliation and Review Department is responsible for the preparation of annual compiled or reviewed financial statements. These services provide clients with an invaluable tool for analyzing their business' profitability. The same financial statements are often used as a tool for goal setting and evaluating the steps necessary in order to obtain those goals. An advantage of using Kerber, Rose & Associates, S.C. is our ability to help you analyze and understand what these financial statements mean to you. Kerber, Rose & Associates, S.C. is respected in the business and banking community for the high quality of services we provide to our clients in need of this service. |
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| Bookkeeping/Write-Up |
| The Client Write-up Department is the core of the firm's accounting services. This department is responsible for bookkeeping services on a monthly, quarterly or annual basis. These services are performed in our office or at the client's location. The product of these services is a detailed record of your business transactions and financial statements. An advantage of using Kerber, Rose & Associates, S.C. is we are pleased to explain the financial statements to you. This helps you gain a better understanding of your business from a financial prospective. |
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| Payroll Services |
| As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. |
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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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| Management Advisory Services |
| Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. |
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| Business Consulting |
| We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. |
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| Business Succession Planning |
| Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company?) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. |
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| Business Valuations |
| Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest. |
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| Buying & Selling a Business |
| Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations. |
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| Cash Flow & Budgeting Analysis |
| A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. |
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| Financial Forecasts & Projections |
| Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals. |
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| Debt & Financing Services |
| Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level. |
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| Employee Benefit Plans |
| The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan. AgriPlan/BizPlan offers a means for self-employed individuals to deduct 100% of their health costs. Through the employment of his/her spouse in the business, the owner can offer the spouse a medical benefits package. The reimbursement package covers any costs incurred by the employee and any family members (including the owner). The end result is a 100% deduction for family medical costs, including health and dental insurance premiums, qualified long-term care insurance, and uninsured medical, dental and vision care expenses. FlexSystem is a Section 125 Cafeteria Plan that provides the option for employees to select certain benefits normally paid on an after-tax basis, to be paid for with pre-tax dollars. The most common benefits include health and dental insurance, out-of-pocket medical expenses and dependent care expenses. Its a win-win situation for both the employer and employee. The employer benefits from reduced payroll costs and enhanced ability to recruit and retain quality employees. Employees benefit from the ability to choose benefits that best meet their needs and increased take-home pay. |
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| Expert Witness Services |
| Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases. |
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| Litigation Support |
| Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages. |
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| Fraud Prevention & Detection |
| We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices. |
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| Financial Planning |
| A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. |
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| Estate Planning |
| Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
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| Retirement Planning |
| Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. |
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| Pension & Profit Sharing Plans |
| Kerber, Rose Retirement Plan Services (RPS) conducts a comprehensive retirement plan consulting practice providing the design, installation and administration of qualified retirement plans such as 401(k), profit sharing and money purchase plans. Establishing an effective retirement plan to meet your needs as an employer and the needs of your employees can be a challenge but it can also provide significant tax advantages. Our qualified staff has all the resources and experience to assist you to evaluate, set up and maintain a plan which complies with all the special regulations, complex tax laws and restrictions. |
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| Staff Training |
| Training is the key to success of individuals regardless of their position within the company. Training is available on an individual or class room basis for bookkeeping, general office, internal control or payroll procedures. We also offer computer training on accounting software, word processing, spreadsheets and databases. The advantage of Kerber, Rose & Associates, S.C. is you can choose the option which fits you best. Whether its one-on-one or classroom, at your location or ours, we can design a program to fit your needs. |
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| Temporary Services |
| Employee turnover, vacations, temporary leaves of absences or many other common circumstances can cause havoc with your office functions. Still others are in need of a part-time controller or business advisor. The staff at Kerber, Rose & Assocaties, S.C. is available to meet your temporary staffing needs. The advantage of Kerber, Rose & Associates, S.C. is we have a wide base of knowledge because we work with a multitude of different businesses and individuals on a daily basis. We apply this knowledge to your situation and work with you to find a permanent solution to your staffing needs. |
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| Computer Consulting |
| Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business' computer systems. |
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| Accounting Software Selection & Implementation |
| With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs. |
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