Jeff Blizzard, CPA specializes in small to mid-sized businesses. We advise and help small business owners with all aspects of starting and successfully operating a business, including accounting software selection and set up, payroll options, entity selection (i.e. sole proprietorship, corporation or LLC) and tax planning.  We also provide tax return preparation and assistance, accounting/bookkeeping services, interim accounting management and virtual controller services.  Our goal is to constantly be in touch with the business owner, acting as a valuable resource for advice and consultation. We work to ensure that our clients are ahead of the income tax "eight ball" instead of behind it.

Accounting ServicesFrom start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

  • These services include but are not limited to:
  • – General ledger and financial statement preparation
  • – Bookkeeping (Monthly, quarterly, or annual)
  • – Accounting system setup and support
  • – Payroll processing
  • – Cash flow budgeting and forecasting
  • – Personal financial statements
  • – Employee benefit and profit-sharing plans
  • – Litigation support
  • – QuickBooks & Peachtree software setup, support, & training
  • – Interim controllership services
  • – Payroll, bookkeeping, and income tax return preparation for corporations, partnerships & individuals & sole proprietorships
  • – Various personal & business accounting and income tax preparation services
  • – Computer Consulting

Estate and Trust Planning and Tax PreparationEffective estate and trust planning can ensure financial security for loved ones and family members. For businesses, it can maintain a smooth succession of ownership. Our role as a CPA is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

Bookkeeping & Write-upAccurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business or personal life.

Payroll ServicesWe offer a complete payroll service comparable to many national payroll service companies. The difference is that you will be speaking to a knowledgeable staff member assigned specifically to your account. Our payroll services can help you reduce the time spent on administration.

Debt and Finance AdvisingWhether your needs are corporate or personal, our CPA professionals can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications every year.

Litigation Support and Forensic AccountingOur litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, fraud and theft investigation, and more.

IRS RepresentationProfessional representation can be vital during a personal or business audit or IRS negotiation, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies during such a crisis.

Mergers, Acquisitions, and SalesBusiness transactions and transitions are often complicated affairs, and whether you’re buying, selling, or considering a potential merger, we provide the professional knowledge and experience to help you successfully structure and negotiate the deal. We rely on careful analysis and due diligence to determine a fair price, pinpoint the most favorable tax structures, evaluate potential financial and cash flow impact, and assess compatible business functions and tactics.

Entity Selection and RestructuringYour business entity has a large impact on your taxes and other liabilities. From your company’s initial inception through its growth and development, we can advise you on choosing an entity type and later restructuring if such a move proves to be financially advantageous.

Accounting Software Selection, Implementation, and SupportOur experience with various software accounting packages currently on the market as allow us to aid you in choosing and implementing a system that will suit your company’s needs. Our long-term Training and support will ensure minimal disruption of your everyday business daily processes.

Cash Flow and Budgeting AnalysisGood cash management will improve a company’s liquidity, reduce costs, and increase fiscal profitability. We help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly.

Please contact us today to schedule your free initial consultation with Jeff Blizzard, a certified Raleigh area CPA.