CPA Consulting & Award Winning Accounting Firm Surprise AZ

Holtz Accounting Services, PLLC, is a CPA firm with a penchant for strategic accounting and business design. It provides businesses and entrepreneurs in Surprise with GAAP-compliant bookkeeping services, which include asset and liability tracking, debt management, and financial statement customization. The company’s managing partner, Sandy Holtz, is an industry veteran with over 25 years of experience in public accounting and banking. She uses her expertise to help startups and small businesses achieve their development initiatives.

You were great with the staff, getting our operations ship shape and making the financial statements reflective on how our business really was doing. I know the inventory was a bit of a challenge getting the month end cut off correct. It was such a joy to watch how the staff looked forward to our meetings and working with you one on one.

Abundant Bookkeeping & Consulting Services

Holtz Accounting Services offers a broad range of services for business owners, executives, and other professionals throughout Surprise, Phoenix and surrounding cities in Arizona. Dimov Tax Specialists caters to the accounting needs of nonprofits, businesses, and residents of Surprise. It provides a wide range of services that include bookkeeping, back-office accounting, payroll administration, capital gains tax filing, and financial statement attestation. Its accountants and tax consultants use a variety of platforms like Xero, Wave, and QuickBooks.

Most small businesses need both bookkeeping and higher-level accounting. A single accountant can provide both services, or you can hire a separate bookkeeper. If hiring both, ensure they communicate and regularly share data. We intimately understand a Registered Investment Adviser’s (RIA) business, and not just from a financial reporting perspective. We first want to find out a little more about your business and your accounting records before we quote you an exact price. Rest assured that we work with many small business owners and our rates are designed to fit the budgets of our clients.

• With QuickBooks Merchant Account Service, you can accept credit cards with ease.
• Other services of the firm include data analytics, business formation, IT consulting, and fractional CFO.
• Sandy has accumulated in-depth experience in strategic brand management, new product development, finance, retail operations, and marketing.
• These tasks form the solid foundation of your small business accounting system.
• It provides businesses and entrepreneurs in Surprise with GAAP-compliant bookkeeping services, which include asset and liability tracking, debt management, and financial statement customization.

Browse our thought leadership, events and news for insights and a point of view on business-critical topics. You can easily generate the reports with the information you need, so you always know where your business stands. You instantly know whether you’re making money and whether your business is healthy.

For those that do require an exam, our firm can perform the audit efficiently, cost-effectively and with minimal disruption to your operations. As a PCAOB-registered firm subject to regular inspection, we have performed a significant number of custody exams or custody-related internal control reports as a result of the custody rule amendments. We also stay current on continuing developments with the SEC rules and have consulted with the SEC on a number of occasions for interpretations and adviser-specific issues. Certain investment advisers registered with the SEC and deemed to have custody of client assets are required to engage a CPA firm, registered with and subject to regular inspection by the PCAOB, for the purpose of conducting an annual surprise custody exam. But the advisory process begins with determining who falls under the scope of the custody rules.

We partner with Protection Plus $1 Million Tax Audit Defense so that we can work towards a favorable resolution in every situation our clients might face. Analysis of successful companies shows that they make sound strategic business decisions when they are surprise accounting services based on sound accounting principles. Expect to pay $150 to $1,800+ for tax prep, $2,000 to $25,000+ for auditing, and $200 to $1,000 per month for bookkeeping, depending on your business size and needs. Request free consultations and compare detailed estimates before hiring.

Lori Novak, CPA

We scored Surprise accountants on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best. By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention. The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC. “Cohen & Co” is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

Accounting Services in Surprise, AZ Cost Estimates

From its extension of Tax Cuts & Jobs Act provisions, to modifications of other tax laws and the addition of entirely new provisions, the OBBBA will affect businesses, individuals and even international taxpayers. Visit our OBBBA Resource Center regularly for continuing updates and guidance on the tax impact of this legislation to you and your industry. We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. With QuickBooks Merchant Account Service, you can accept credit cards with ease. QuickBooks Merchant Account Service is the only credit card acceptance service integrated with QuickBooks software, which means you don’t have to enter the same data twice. QuickBooks will create a balance sheet, profit and loss statement and statement of cash flows in the format recommended by the U.S.

Accountants and Auditors near Surprise

Part of our work with RIAs has been to assist them in determining if an exam is even necessary. Surprisingly, many RIAs that believe they are subject to the rules, in fact, are not. You can rest assured knowing that QuickBooks is a stable, reliable and proven product.

In her professional career, expanding over 26 years, she has worked in multiple organizations in various capacities. Sandy performed the duties of Director of Finance at the Erie Management Group. She was responsible for financial planning and analysis and managed assets valued at over $80 million for a private investment company.

New Registered Fund Launch? What Advisers Need to Know About Start-Up Costs

Hundreds of thousands of small businesses throughout the world have chosen QuickBooks as their accounting software. QuickBooks is specifically designed to be flexible and adaptable to a wide range of small businesses. To broaden its appeal, QuickBooks has customized accounting packages for contractors, retailers, health care professionals, manufacturers and non-profit organizations.

• We intimately understand a Registered Investment Adviser’s (RIA) business, and not just from a financial reporting perspective.
• She has created 37 new jobs and saved two companies from bankruptcy.
• Sandy supervised establishing a 30,000 square foot electronics manufacturing facility that employs LEAN manufacturing operations and became ISO 9001 certified within six months.
• Accountants take the data bookkeepers compile and use it for high-level tasks like preparing financial statements, guiding business strategy, and filing taxes.

Sign in to see who you already know at Holtz Accounting Services

QuickBooks is the ideal business accounting software for small to mid-sized business owners. Bookkeepers handle daily transactions like recording expenses or issuing invoices. Accountants take the data bookkeepers compile and use it for high-level tasks like preparing financial statements, guiding business strategy, and filing taxes. Sandy Holtz is an award-winning Certified Public Accountant (CPA) with more than 26 years of experience in the industry, public accounting, and banking. She is a leader and team player with proven abilities to increase revenues and encourage continuous improvements from manufacturing to fiscal operations.