LIST OF SERVICES

 FINANCIAL MANAGEMENT AND PLANNING 

Full Financial Officer Services
We can assist you with the entire financial operation of your business. It's like hiring five financially trained staff for less than the price of one. It includes all the services listed below.

Budgeting: Monthly and Annual Budgets - Personal and Business
We will prepare an accurate and detailed budget to help you plan your income and your expenses exactly. No budget is like driving with the windshield painted black.

Cash Flow Forecasts - 3 months to 3 years
We will take your budget and project it out into the future. Different companies have different needs for a cash flow. This is a very useful tool to help you predict future problems and solutions.

Bill Paying Services - Business and Personal
We will pay your bills for you and send you detailed monthly reports of all income and expenses. This is a very helpful service if you are busy and prefer to focus your energies on other productive activities or just relax and enjoy some free time.

Payroll Service - weekly, semimonthly, monthly
We will do your payroll calculations, payroll checks, payroll tax returns, payroll tax deposits, W2s and your 1099s, etc. You can pick any one needed item or the full payroll service if you like.



 BOOKKEEPING AND TAXES 

Bank Account Reconciliation
If you need help reconciliating bank accounts, this service will benefit you. We can do it quickly and get the right balances back to you.

Preparation of Monthly, Quarterly or Annual Financial Statements
We will prepare your financial statements for you. We can do all the data entry and accounting up to and including a fully completed and accurate Financial Statement for any period of time. As an alternative, we can teach your staff to do the data entry or take your data and finish up Financial Statements that may have been previously started.

Tax Preparation - State and Federal

Personal Payroll - and tax deposits
Corporate Sales
Partnership Property Tax
Trust Others

All tax returns are completed by fully trained and licensed tax preparers. We guarantee the lowest tax paid that is legally possible under IRS/FTB rules.

Tax Planning - personal and corporate
We will strategize with you to help plan for the lowest possible taxes or maximum refund.

Tax Return Review
If you have any doubt that you paid the lowest amount of taxes in a prior year, then bring or mail us your return . We will review it thoroughly and document any additional tax savings that may be available to you.

Backlog Cleanups for Bookkeeping and Taxes
We specialize in cleaning up old bookkeeping, accounting and tax projects, no matter how many months or years they are staledated. We get it done fast and efficiently for an exact estimate.

Customized Bookkeeping and Accounting Reports
If you do not like or understand any of the financial reports you currently receive, call us. We will help you design reports that tell you the vital information you have to know to run your business or life.

Workers' Comp. Insurance payroll audits

Implementation of Computerized Accounting and Bookkeeping Systems

We will help you set up the correct and most easily useable office or personal accounting software. There are many different software packages to choose from these days. We use many ourselves. We can help find the one that fits you the best, get it installed and running and train you or your staff on its use.

Financial Statement Analysis
Is your Financial Statement confusing? We will sit down with you and help you extract the most important information from your financial statement and we will show you how to evaluate it and make decisions based on the correctly evaluated information. If your financial statements are prepared accurately and on time, they are a valuable source of management information.

Specialized Audits
If you have any activity you want fully, carefully and professionally audited by a C.P.A., call us.



 ASSET AND INVESTMENT ADMINISTRATION 

Prospectus/Business Plan Review and Analysis
If you are considering making an investment in a business, whether ongoing or start-up, we can provide a full, professional review and analysis of the proposition. There are many professionally designed, heavily promoted investments being pushed these days. Many lose money. You can vastly increase the possibility of success with a thorough professional analysis before you invest.

Portfolio Analysis and Management
We provide complete, professional analysis of your portfolio by a licensed professional. This includes a review of each stock and/or bond in your portfolio; how it has performed and its future prospects.

Loan Packaging for Banks, Home Purchases, Credit lines
Are you planning on buying a home? Applying for a business loan or line of credit?

We will help you prepare and package the information exactly as it should be presented to the bank and assist you in locating a lender suited to your needs.

Business Plans
Are you starting your own business venture? Are you looking for investors? We can help you prepare a complete and professional business plan with all the information requested and required by any sophisticated investor. There are many aspects to a well prepared and designed business plan. If you are serious about your venture, a professionally prepared business plan is an important first step.

Real Estate/Asset Management
If you own land, buildings, apartments, houses, office buildings, trucks or small businesses, we can help you manage them so that you achieve the returns you intended.



 FEES 

Note: All our fees are based on one of the three options mutually agreed upon by our clients and our firm:




 NEW SuperBookKeeping 

Wiseman & Burke, Inc. is very proud to introduce a brand new bookkeeping concept that makes managing your company or personal finances easier to deal with. We call it SuperBookKeeping.

You Receive: