Client Services

Botz, Deal and Company, P.C. offers a wide range of services to our clients. Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.


Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized
financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting
services including the following:

-General ledger & financial statement preparation
-Bookkeeping (Monthly/Quarterly/Annual)
-Accounting system setup for new businesses
-Computerized payroll services
-Business tax return preparation (Sales & Use/Business Property)
-Personal financial statements
-Litigation support

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Audit Services

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits
differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance.

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Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We
provide financial reporting on all three levels of assurance:

-Audit: an intensive examination with the highest level of assurance.
-Review: some analytical procedures conducted with limited assurance.
-Compilation: based upon client information provided and used primarily for internal use.

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Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced
staff can assist you in achieving your company's financial goals.

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Consulting Services

Business Valuations

Whether you are thinking of buying or selling a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important.
We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

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Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth
and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible
strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

-Accounting software selection and implementation
-Type of entity selection
-Business valuations
-Buying/selling a business
-Computer systems
-Financial & retirement decisions
-Estate, trust & gift planning

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Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process,
we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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Other Services

Certified Quickbooks Pro Advisor

We are a Certified QuickBooks Pro Advisor. We can assist you in QuickBooks Setup, Training, and Reporting. If your accounting contact is not available, we
have other QuickBooks Pro advisors who can assist!

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Employee Benefit Plans

The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and
administration of your employee benefit plan.

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Tax Services

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate
the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We
can guide you through the complex process of getting your financial affairs in order.

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Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary
to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

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Tax Planning

Tax planning is an integral part of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to
the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning
opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that
they deserve throughout the year. Tax services offered include but are not limited to:

-Tax planning & return preparation -

Individuals
Corporations
Partnerships
LLCs/LLPs
Estates, trusts & gift
Not-for-profit organizations
-Taxing authority representation
-Divorce and support issues
-Tax effects of buying/selling a business

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Miscellaneous

Business Start-up Services

We meet with prospective business owners, during a complimentary initial consultation, to discuss their goals and commitment to operating a successful business.
During that meeting, we help them determine needs for financing, type of entity to be formed and the inclusion of other professional advisors as needed.

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IRS and State Audit Representation

Our tax professionals will represent you in matters relating to taxing authority inquiries.

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IT Services

We have been working with computers for over 25 years! We have been selling business-grade computers, software, and related equipment for over 10 years! Let us
know if we can help! We also sell GREAT service...that's something you can't buy at a bargain basement price!

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Interim Controller Support

We have staff available that can serve as interim controllers for your business during critical times.

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Network Installation & Troubleshooting

Our IT staff can assist your business with its information technology needs...from building a network to solving problems with an existing network!

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