Back to top

Services

Kirkland & Company, CPA's P.C. provides a wide range of services to individuals and businesses in a variety of industries. At Kirkland & Company, CPA's P.C., 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:


Tax Management Services

At Kirkland & Company, CPA's P.C., 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.

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. Kirkland & Company, CPA's P.C.'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, tax planning, 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 processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Corporate tax planning and return preparation

Assurance and Advisory Services

At Kirkland & Company, CPA's P.C., 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 assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

  • Audits, reviews, and compilations
  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Financial projections and forecasts
  • Debt and finances advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession

Audits, Reviews, and Compilation

Kirkland & Company, CPA's P.C.'s financial statement services comprise all three levels of assurance depending on your company's needs.

Audits

Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.

Reviews

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

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.

Estate and Trust Tax Planning

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Kirkland & Company's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

Financial and Retirement Planning

Kirkland & Company, CPA's P.C.'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 asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Kirkland & Company, CPA's P.C. 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.

Accounting Software Selection, Implementation, and Support

Choosing and implementing a new accounting software system can be a challenging undertaking. Kirkland & Company's experience with various packages currently on the market as well as awareness of new products allow us to aid you in choosing and implementing a system that will suit your company's needs. Training and support will ensure minimal disruption of your everyday business processes.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Kirkland & Company, CPA's P.C. can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Business Start-up Consulting

Planning is critical to successfully starting and building a business. Kirkland & Company can provide the guidance and tools necessary to write a winning business plan. We can help you decide which factors should be considered when choosing the form of business ownership or structure. As an active member of the Boulder County business community, our firm can provide quality referrals to a variety of services including banking, insurance, financial investment, and real estate. Once your business is up and running, Kirkland & Company can help you regularly review and update your plan to manage the growth and direction of your business.

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.

Employee Benefits, Pension, and Profit-Sharing Plans

Choosing and administering benefit plans for your employees is often a complex process. Kirkland & Company works with qualified professionals in the community to help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward maximizing tax advantages.

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Kirkland & Company can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting. When additional financing is required, we can help you identify the best financial instruments available to fund your business.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Kirkland & Company, CPA's P.C. combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Business Valuation

The range of needs for valuing businesses continues to widen, and Kirkland & Company, CPA's P.C. can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Kirkland & Company, CPA's P.C. can provide professional know-how to help you successfully structure and negotiate the deal. Kirkland & Company, CPA's P.C. employs careful analysis and due diligence 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.

Debt Reduction and Credit Counseling

Kirkland & Company is dedicated to educating both business and individual clients about how to avoid accumulating debts that cannot be repaid. We offer sensible advice on debt issues and financial management with the goal of reducing indebtedness without filing for bankruptcy.


Information Request for Services Listed Above