Wilson Toellner CPA, The MANY Services We Can Offer You
Many may not realize this, but our Mid-MO CPA firm is SO much more than accounting. As a new client, you likely aren't aware yet of the many services we can offer you that are more than just accounting. To understand all that we do here at our CPA firm in Mid-MO, keep reading this week's blog for the many services we can offer you at Wilson Toellner CPA. Throughout this blog, you will learn about the vast variety of services offered here. If you have any questions, please give us a call today. We have four locations throughout Mid-MO, all phone numbers can be found on our website at www.WTCPA.com.
CONSULTANT
Business Owners Toolkit
Walk through your business structure and common business practices to help ensure you’re not leaving money on the table through missed deductions, misunderstood rules, improper business structure, etc.
Succession Planning
Identify and develop your successors so you know that your business will continue into the next generation.
Human Resources
With our strategic partners, we can help provide workforce planning & employment solutions, policy formation, and human resource development.
Mergers and Acquisitions
Assistance with due diligence, deal structuring and tax planning.
Business Valuations
Estimate the economic value of an owner's interest in a business so you have trusted numbers for a sale or acquisition.
Estate & Trust Planning
Assist in evaluation, development, and implementation of your customized estate plan.
Process Improvement
Evaluate and optimize the way your business carries out its essential functions, to remove waste and gain efficiencies, saving time and money.
Workplace & Culture Consulting
Gather data about your team and your culture through proven workplace assessments, then learn how to utilize that data to improve workplace communication.
Litigation Support
Our financial and technical experts provide expert testimony or advice to your legal team.
ADVISOR
Tax Planning & Projections
Tax planning to set tax return expectations and identify strategies to improve overall outcome and reduce tax.
Budgeting
Collaborative development of annual budget, with actual versus budgeted performance reports available to management.
Cash Flow Projection & Projected
Financial Statements Collaboratively forecasting your financial position in order to plan for major purchases, seasonal fluctuations, business ownership changes, outright sale of business, etc.
Business Plan Development
We spend time with clients strategizing and developing business plans to improve performance and efficiency.
Accounting Software Selection, Implementation, Training & Support
Let our team of certified technicians help you find efficient accounting solutions with unlimited support.
Cost Segregation Study
We evaluate your commercial real estate purchase or development to accelerate depreciation deductions and increase the rate of return on your real estate investment.
App Advisory Services
Given your need for an app that meets a specific need, we identify possible solutions and work with you to successfully implement the perfect app in your business. • Outsourced CFO Services On an as-needed basis, we bring analytical horsepower to help you understand and improve the finances of your business.
TECHNICIAN
Tax Return Preparation
Preparation of individual, business, trust, and estate returns.
Audit, Review, Compilations & Preparations
Financial statements in your required format.
Payroll & Sales Tax Services
Paperless preparation with electronic filing and payment of taxes. Saves time and reduces stress.
Online Accounting
24/7 access to a cloud-based accounting system with secure backup. We provide real time accounting data that is accurate so you can make management decisions based on real data.
Bill Payment
Streamline and digitize the way you pay your bills, increasing your mobility and creating value to your vendors through ACH payments.
Back Office
Let us be your back office by providing all the functions an onsite bookkeeper would provide.
Insurance Audit Collaboration
Facilitate work comp and general liability insurance audits so information is readily available for auditors and required reports are completed accurately.
All of us here at Wilson Toellner CPA hope you found this blog enlightening. Again, if you have any questions about what we do or would like to schedule a consultation with one of our tax professionals, please give us a call today. You can also learn more by visiting our website at www.WTCPA.com. Follow us on our social media channels listed below to stay up to date on our latest announcements.
Business Owners Toolkit
Walk through your business structure and common business practices to help ensure you’re not leaving money on the table through missed deductions, misunderstood rules, improper business structure, etc.
Succession Planning
Identify and develop your successors so you know that your business will continue into the next generation.
Human Resources
With our strategic partners, we can help provide workforce planning & employment solutions, policy formation, and human resource development.
Mergers and Acquisitions
Assistance with due diligence, deal structuring and tax planning.
Business Valuations
Estimate the economic value of an owner's interest in a business so you have trusted numbers for a sale or acquisition.
Estate & Trust Planning
Assist in evaluation, development, and implementation of your customized estate plan.
Process Improvement
Evaluate and optimize the way your business carries out its essential functions, to remove waste and gain efficiencies, saving time and money.
Workplace & Culture Consulting
Gather data about your team and your culture through proven workplace assessments, then learn how to utilize that data to improve workplace communication.
Litigation Support
Our financial and technical experts provide expert testimony or advice to your legal team.
ADVISOR
Tax Planning & Projections
Tax planning to set tax return expectations and identify strategies to improve overall outcome and reduce tax.
Budgeting
Collaborative development of annual budget, with actual versus budgeted performance reports available to management.
Cash Flow Projection & Projected
Financial Statements Collaboratively forecasting your financial position in order to plan for major purchases, seasonal fluctuations, business ownership changes, outright sale of business, etc.
Business Plan Development
We spend time with clients strategizing and developing business plans to improve performance and efficiency.
Accounting Software Selection, Implementation, Training & Support
Let our team of certified technicians help you find efficient accounting solutions with unlimited support.
Cost Segregation Study
We evaluate your commercial real estate purchase or development to accelerate depreciation deductions and increase the rate of return on your real estate investment.
App Advisory Services
Given your need for an app that meets a specific need, we identify possible solutions and work with you to successfully implement the perfect app in your business. • Outsourced CFO Services On an as-needed basis, we bring analytical horsepower to help you understand and improve the finances of your business.
TECHNICIAN
Tax Return Preparation
Preparation of individual, business, trust, and estate returns.
Audit, Review, Compilations & Preparations
Financial statements in your required format.
Payroll & Sales Tax Services
Paperless preparation with electronic filing and payment of taxes. Saves time and reduces stress.
Online Accounting
24/7 access to a cloud-based accounting system with secure backup. We provide real time accounting data that is accurate so you can make management decisions based on real data.
Bill Payment
Streamline and digitize the way you pay your bills, increasing your mobility and creating value to your vendors through ACH payments.
Back Office
Let us be your back office by providing all the functions an onsite bookkeeper would provide.
Insurance Audit Collaboration
Facilitate work comp and general liability insurance audits so information is readily available for auditors and required reports are completed accurately.
All of us here at Wilson Toellner CPA hope you found this blog enlightening. Again, if you have any questions about what we do or would like to schedule a consultation with one of our tax professionals, please give us a call today. You can also learn more by visiting our website at www.WTCPA.com. Follow us on our social media channels listed below to stay up to date on our latest announcements.
Our Success Stems From Your Success
For tax preparation services you can count on, call:
Sedalia -- (660) 827-4990
Marshall -- (660) 886-6815
Camdenton -- (573) 346-6822
Lake Ozark -- (573) 964-5739
Check out our website: www.WTCPA.com
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