Building Relationships Through Hard Work and Honesty

From One Small Business Owner to Another Small Business Owner

Adam M. Beaudry, CPA, LLC is the perfect answer to the accounting needs of your small business. We offer the flexibility to create a package of accounting services, made to match the requirements of your particular business. We can provide bookkeeping services, tax planning, new business advisory and much more. Whether your business is new or established, you'll always receive the personal support and exceptional service our firm offers. 

Accounting

 

  • Financial statement preparation: reviews and compilations

  • Income tax preparation compliance

  • Income tax planning and consulting

  • Monthly, quarterly, and annual financial reporting statements

  • Accounting assistance

  • Bookkeeping

  • General ledger review

  • Financial assessment reports

  • Budgeting and forecasting

  • General business consulting

Tax
Services for Individuals

 

  • Tax compliance and planning

  • Tax return preparation

  • Personal income tax planning

  • Multi-state tax plannning

  • Estate and gift tax planning

  • Estate and trust administration

  • Expatriate tax preparation and FBAR filing

Tax
Services for Businesses

 

  • Income tax return planning and preparation

  • Form of ownership and employee benefits tax planning

  • Assistance in the selection of accounting methods, legal organization and financial reporting

  • Multi-state tax filings for businesses

  • Form 990 tax preparation for nonprofits

Accounting Outsourcing

 

  • General ledger accounting

  • Account reconciliations

  • Monthly, quarterly, and year-end closings

  • Set up of chart of accounts

  • Data file clean up

Assurance

 

  • Agreed-upon procedures/Due diligence

  • Compilations

  • Forecasts and projections

  • Reviews

  • Pre-audit services, preparation of financial statements in accordance with Generally Accepted Accounting Principles (GAAP)

Valuation

  • Buy/sell agreements

  • Transfer/sales of business

  • Estate and gift tax matters

  • Succession planning

My responsibility as your CPA is to be responsive, professional, knowledgeable and trustworthy. I feel that repeated communication with my clients throughout the year is necessary in order to cultivate strong relationships that go beyond accounting.

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