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Services

Linda Tompkins, CPA, LLC provides a wide range of services to businesses and individuals in a variety of industries. At Linda Tompkins, CPA, LLC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:


Business Services

We offer a variety of business services to best meet your needs. We have packaged many of these services into value bundles to provide your business with more resources, assistance and guidance at reduced rates.

At our initial FREE consultation, we discuss your needs and determine a solution that works for you.

All Business Service Packages include the use of a client portal for 24/7 secure document transfer and online access to tax returns, financial information and tools including monthly newsletters.

Business Service Packages


Basic
INCLUDES:
  • Monthly Bank Reconciliations
  • Monthly Credit Card Reconciliation
  • Loan Reconciliation
  • Payroll System Input
  • Annual Adjusting Entries
  • Business Tax Return Preparation
  • Year End Planning and Consultations
Pro
INCLUDES:
  • Basic Package
  • Quarterly Profit and Loss Statement
  • Quickbooks Support
  • Quarterly Adjusting Entries
  • Quarterly Planning Consultations
  • Telephone support
Premier
INCLUDES:
  • Basic Package
  • Pro Package
  • Monthly Profit and Loss Statement
  • Monthly Adjusting Entries
  • Monthly Planning Consultations
  • Business Strategy Planning

All packages are offered on a value based flat fee arrangement. You will know the fee before we start working for you. Call for your customized fee quote today.

Additional Business Services available upon request including Financial Statement preparation.

CFO Services

We are ready to assist you with Financial Strategies and Decisions providing your business with the capabilities and experience of a Chief Financial Officer at a fraction of the cost of a full time CFO. We have over 25 years of experience advising and guiding small businesses and assisting them with sound financial decisions. We will coach and encourage you as you progress toward your goals. We are here to help you Thrive not just survive!

We can help you compare and understand different financing alternatives and explain the true dollar cost of each plan.

We are available to provide a cost analysis of new equipment purchases and assist you in making leasing versus buying decisions. We will explain the tax benefits of each option.

We can help you consider different insurance quotes and coverage, avoiding duplicate coverage so that you buy only what you need.

We are available to provide emergency assistance in the event of sudden illness or incapacity of the business owner or vital staff member. We can assist with payroll preparation, collections and bill payment until recovery or sale of the business. We can help you develop an emergency plan.

These are only a few examples of how our CFO services can help your business.

Tax Services

At Linda Tompkins, CPA, LLC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

All Tax Service Packages include the use of a client portal for 24/7 secure document transfer and online access to tax returns, financial information and tools including monthly newsletters.

Tax Service Packages


Basic
INCLUDES:
  • Client Questionnaire
  • Mail in Completed Package or Use Secure Portal
  • Professional Tax Preparation
  • Receive Completed Package Via Mail or Secure Portal
  • Efile Tax Returns Upon Approval
  • Quick and Convenient
  • No Office Appointment Necessary
Standard
INCLUDES:
  • Basic Package Plus:
  • Appointment to Discuss Tax Questions and Concerns
  • Prepare Tax Estimates
  • Tax Planning
  • Tax Consultation
Premier
INCLUDES:
  • Standard Package Plus:
  • Pre Year End Planning and Strategy Session
  • Revise Tax Estimates and Withholding as Needed
  • Unlimited Tax Consultations throughout the year

Add Audit Protection to any package. We will review and respond to any IRS letter or request for additional information.

All packages are offered on a value based flat fee arrangement. You will know the fee before we start working for you. Call for your customized fee quote today.

Additional Tax Services are available upon request.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Linda Tompkins, CPA, LLC's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll system set up
  • Cash flow budgeting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Litigation support

Advisory Services

At Linda Tompkins, CPA, LLC, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our advisory services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Debt and finances advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession

Financial Statement Preparation

Linda Tompkins, CPA, LLC provides financial statement services depending on your company's needs.

Compilations

Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Financial and Retirement Planning

Linda Tompkins, CPA, LLC's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as retirement plan selection and funding options, investment performance monitoring, college education funding, insurance, tax, and business succession planning. Whether you are developing a savings strategy or evaluating current options, Linda Tompkins, CPA, LLC can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Linda Tompkins, CPA, LLC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Linda Tompkins, CPA, LLC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you can have the information to help you choose the most advantageous entity type available for the functions your business performs.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Linda Tompkins, CPA, LLC offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.

Installation

We install QuickBooks on your stand alone computer or using Quickbooks online.

Setup

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

Review

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

Payroll Services

Linda Tompkins, CPA, LLC's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Cash Flow Management and Budgeting

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Linda Tompkins, CPA, LLC can help you maintain optimal cash flow levels by tracking sources and uses of cash and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Debt and Finance Advising

Whether your needs are corporate or personal, Linda Tompkins, CPA, LLC's professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

Computer Consulting

As technologies rapidly advance, companies increasingly need to update their computer systems. Linda Tompkins, CPA, LLC can audit your computerized accounting system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware. We can improve your computerized accounting system's performance taking into consideration any budget you may have.

Employee Benefits, Pension, and Profit-Sharing Plans

Choosing and administering benefit plans for your employees is often a complex process. Linda Tompkins, CPA, LLC can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Linda Tompkins, CPA, LLC can provide professional know-how to help you to successfully structure and negotiate the deal. Linda Tompkins, CPA, LLC employs careful analysis and due diligence to help you to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Litigation Support and Forensic Accounting

Linda Tompkins, CPA, LLC litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.


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