"Professional Service,
One to One"

Copyright © 2002
Jack Beloshapka, CPA
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Star Data Solutions

Small Business Accounting Services

Prepare client general ledger
Bank Reconciliation
Prepare financial statements
Assist client in with Budget Preparation and analyzing operating results
Business Retirement Plan Assistance: Sole Proprietor, Partnership, LLC, Corporation
Prepare sales tax returns
Payroll calculation, deposit of payroll taxes, quarterly payroll tax return preparation and annual W-2's
Develop personal financial statements
Profit Enhancement and Cost Control
Financial analysis

General Ledger Preparation

Some of our clients maintain their own general ledger and provide us with a copy of their quarterly or yearly activity on a computer disk. We assist them with various problems that may come up. The client maintains control of their accounting records and we provide the accounting review. We also have some clients that would rather leave the accounting to us. For these clients, we prepare a full general ledger with "after the fact" posting of their check disbursements and cash receipts. This can be done on a monthly basis or quarterly depending on the amount of activity. Bank Reconciliation

Maintaining good banking relations is good business. However, you need to be in control of your bank account since it is one of the main accounts on your general ledger. Monthly bank reconciliation preparation can keep you in control of your cash and we can assist you with this function. Financial Statement Preparation

Many of our clients need financial statements, but do not necessarily require them to be audited. In these situations, we prepare either compiled or reviewed financial statements. These statements are usually sufficient to meet the needs of lenders and other potential users. However, since we are not required to provide full assurance on the statements, it takes less time to prepare them, thus reducing the fees.

Payroll Services

In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle some of your payroll processing?

Other Services

We are also experienced to handle a wide variety of other services, many of which you may not generally considered to be performed by an Accounting Firm. Examples of such services are listed below:

Eldercare Services

Eldercare is a service designed to provide assurance to family members that care goals are achieved for elderly family members no longer able to be totally independent. The service will rely on the expertise of other professionals, with the CPA serving as the coordinator and assuror of quality of services based on criteria and goals set by the customer. The purpose of the service is to provide assurance in a professional, independent, and objective manner to third parties (children, family members or other concerned parties) that the needs of the elderly person to whom they are attached are being met.

Real Estate Accounting

Many of our clients own real estate for rentals and/or investment purposes. Our role is informing our clients as to what expenses are deductible, computing depreciation expense, if appreciable, and determining the taxable gain or loss when the property is sold.

Estate Planning

The Death Tax lives, therefore, many individuals still need to properly plan to ensure the majority of their estate will be passed onto their beneficiaries, rather than the Internal Revenue Service or State Tax Department. Determining whether a person should increase their annual gift giving or create a special trust to receive their estate assets should be reviewed on an individual basis.

Our number one objective is to assist our clients in ensuring their estate assets are transferred to the beneficiaries as desired. Once this is accomplished, we then will create a plan to make the transfer of assets as tax favorable as possible.

College Planning

College selection and funding are among the most critical decisions today's families face. We want to assist the high school and college guidance counselors by assisting our clients with both tax advice and financial aid advice for today's college-bound students. We can assist in the completion of the FASFA forms and applications.