Accounting Services
We offer a wide range of accounting, financial, and consulting services across a number of industries to give individuals and business owners the insight they need to succeed.
Audit & Assurance
We offer financial statement assurance services for a variety of clients, including government and non-profit entities. Users of financial statements often need assurance that the financial statements accurately represent the financial position of a company. Not all users of financial statements need the same level of assurance. This is why we offer three different levels of services for financial statements: audits, reviews, and compilations.
Financial Statement Assurance Levels:
Level 1 – Audit: Offering the highest level of assurance, Audits provide reasonable assurance that the financial statements are prepared in accordance with authority standards like GAGAS.
Level 2 – Review: Offering limited assurance, Reviews are designed to see whether the financial statements make sense, without applying audit-type tests.
Level 3 – Compilation: A compilation carries no degree of assurance and involves taking financial information provided by a company and compiling it in a proper financial statement.
Other Assurance Services:
Agreed Upon Procedures: An engagement in which a company outlines when it hires an external party to perform an audit on a specific test or business process. The procedures are designed and agreed upon by the entity conducting the audit, as well as any appropriate third parties.
Business Accounting
We offer business accounting services to a variety of business types, including Sole Proprietors, Partnerships, Corporations, LLCs, LLPs, and Non-Profit organizations. Our team of CPAs and Advisors will take the time to understand your business goals and come up with a strategy to execute them. As QuickBooks Pro Advisors, we can take care of all your business accounting needs so you can focus on running your business.
Services Include:
Bookkeeping & Payroll
Bank Reconciliation
Accounting Software Implementation
Financial Statement Preparation
Strategic Business Consulting
Virtual CFO
We offer three different service levels for our Virtual CFO advisory services to scale with you as your business grows and your financial needs change. Often times a business needs professional financial advice, but can’t afford to hire a full-time in-house CFO or Controller. With each service level, we have à la carte services that can be added on, so you only pay for exactly what you need. When you’re ready to scale, we provide the financial support you need to take your business to the next level.
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With our Virtual CFO service level, we partner you with a team of Accountants, CPA, and a tax partner who work with you to help guide your business to success. You’ll be assigned a Project Manager, who will help you improve the efficiency of your business. This service includes bank relationships, weekly meetings, forecasting, company-wide KPIs, and more. If you’re a growing service-based business that needs professional financial advice, but can’t afford a full-time CFO or Controller, our Virtual CFO services are the perfect solution at an affordable fixed cost.
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With our Controller service, we partner with you with an experienced Controller who takes a proactive approach to guiding your business to success. This service is perfect for a service-based business that needs ongoing financial advice, but can’t afford to hire a full-time Controller. This service includes support for tax returns, tax planning, accounts payable and receivable, and detailed forecasting — all at the fraction of the cost of a full-time Controller. We get into more strategic cash flow management and dynamic forecasting. If you’re ready to scale, this kind of dynamic forecasting is a critical component of your future growth.
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Our Transactional service provides you with traditional accounting services, including preparing your monthly financial statements, balance sheets, industry financial comparisons, and more. At this level, in addition to assisting you with tax returns, our bookkeepers and accountants help you develop a strategic plan to accelerate the growth of your business.
Individual Planning
We help individuals with their tax preparation, planning and strategies to guide them towards achieving their financial goals. Our professional strategies provide our clients with financial security and solutions that solve the challenges associated with planning for the future. Our Certified Public Accountants can help you design an effective strategy that is tailored to your financial goals.
Services Include:
Estate & Trust Planning
Retirement & Education Planning
Individual Tax Preparation
Elder Care Financial Services
Financial Statements
Wealth Management
Non-Profit Services
At AGT CPAs & Advisors, we have the expertise to help guide your non-profit organization to financial success, while remaining in compliance with laws and regulations. We serve over 70 non-profit organizations and our team is dedicated to staying up-to-date on the current non-profit financial statement standards and the preparation of the new IRS form 990.
Services Include:
Annual Audits & Reviews
Compilations of Financial Statements
Preparation of Federal & State Tax Exempt Returns
General Accounting Assistance
Assessment of Internal Controls
Sales & Use Tax Review
Not sure if your business is compliant with sales and use tax? With the ever-changing sales and use tax laws, it can be difficult to keep up. Our team of Certified Public Accountants and Advisors have the expertise required to help your business stay in compliance with current state and local tax laws, while ensuring that you are only paying what is owed.
Services Include:
Sales & Use Tax Audits
Multi-State Sales Tax Regulations
CA State Board of Equalization Notifications
Potential Sales Tax Refund Analysis
Reduction of Sales Tax Audit Risk
Tax Services
Whether you are filing your taxes individually or for your business, our team of Certified Public Accountants and Advisors can guide you through the process, so you can file with confidence. We offer tax planning and preparation services for a variety of businesses and organizations, including Individuals, Corporations, Partnerships, LLCs, LLPs, Non-Profit Organizations, as well as for Estates, Trusts and Gifts. Get in touch with AGT to start your tax planning today!
Services Include:
Tax Return Preparation
Tax Planning & Strategies
Tax Effects of Buying or Selling a Business
Tax Effects of Buying or Selling Real Estate
Business Entity Selection