Services
Consulting Services
Consulting Services
Swink Coplen offers specialized business advisory services to our clients on a project or recurring basis. Some of these services include:
• Start-up services, including business entity selection/change and business plan development
• Budgeting and financial analysis
• Analyze cash flow and cash management
• Lease vs. purchase analysis
• Office procedures review
• Succession planning
• Estate and retirement planning
• Mergers and acquisitions, including due diligence
• Strategic planning
• Employee benefit planning and consulting
• Implementing new accounting standards
• Determining accounting impact of contracts and agreements
• Consolidated financial reporting
• Assistance with bank financing
• Procedures to test internal controls
• Cannabis Business Services
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Consulting Services
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Swink Coplen offers specialized business advisory services to our clients on a project or recurring basis. Some of these services include:
• Start-up services, including business entity selection/change and business plan development
• Budgeting and financial analysis
• Analyze cash flow and cash management
• Lease vs. purchase analysis
• Office procedures review
• Succession planning
• Estate and retirement planning
• Mergers and acquisitions, including due diligence
• Strategic planning
• Employee benefit planning and consulting
• Implementing new accounting standards
• Determining accounting impact of contracts and agreements
• Consolidated financial reporting
• Assistance with bank financing
• Procedures to test internal controls
• Cannabis Business Services
Outsourced Controller Services
Outsourced Controller Services
Do you spend more time working in your business than working on your business? Are accounting and financial reporting demands keeping you from doing the work you want to do to grow your business? We customize our outsourced accounting services to align with your needs. Our experienced accounting professionals work with your team to make your accounting functions more reliable and provide accurate and timely information you can use to make your business stronger. We handle the day-to-day accounting functions leaving you free to run your business.
| Service | Your Challenges | Your Solutions | Scope of Services |
|---|---|---|---|
| CFO | Is your department reactive? Do you lack the accounting skills to make important decisions? | We can provide you with budgets, forecasts, and cash management tools for your business. We can help you assess the different solutions and determine what will work best. | • In-house accountant • Financial statement analysis • Cash flow planning • Budgeting • Negotiate loans and leases |
| Controller | Do you struggle to receive financial information in a timely and accurate manner? | We will provide quality, timely and responsive service. | • Prepare and close monthly financials • Cash and inventory managment • Oversee accounting staff • Liaison to auditors, tax preparers, and bankers. |
| Bookkeeping | Are you spending valuable time handling daily accounting functions? Are bills not getting paid or are clients not getting billed in a timely manner? | By outsourcing your accounting responsibilities, you can focus your attention on building the business. We can bill your clients and pay vendors for you. |
• Vendor disbursements • Customer invoicing • Reconcile bank accounts • Sales and use tax |
| QuickBooks Consulting | Are you having difficulties with your QuickBooks file? | We can provide training and continued support for all QuickBooks users. | • Install software • Provide training • Provide support |
Swink Coplen has a dedicated team of experienced QuickBooks Proadvisors to assist you in managing your business finances. Our team can help you by:
• Selecting the appropriate software for your needs and guiding you through the set up and/or conversion process.
• Training your staff, both in house and at periodic seminars.
• Being available to help you with day to day questions as they arise.
• Data clean-up, process improvements and procedures to help you track your finances efficiently.
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Outsourced Controller Services
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Do you spend more time working in your business than working on your business? Are accounting and financial reporting demands keeping you from doing the work you want to do to grow your business? We customize our outsourced accounting services to align with your needs. Our experienced accounting professionals work with your team to make your accounting functions more reliable and provide accurate and timely information you can use to make your business stronger. We handle the day-to-day accounting functions leaving you free to run your business.
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Comparative Table
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Service Your Challenges Your Solutions Scope of Services CFO Is your department reactive? Do you lack the accounting skills to make important decisions? We can provide you with budgets, forecasts, and cash management tools for your business. We can help you assess the different solutions and determine what will work best. • In-house accountant
• Financial statement analysis
• Cash flow planning
• Budgeting
• Negotiate loans and leasesController Do you struggle to receive financial information in a timely and accurate manner? We will provide quality, timely and responsive service. • Prepare and close monthly financials
• Cash and inventory managment
• Oversee accounting staff
• Liaison to auditors, tax preparers, and bankers.Bookkeeping Are you spending valuable time handling daily accounting functions? Are bills not getting paid or are clients not getting billed in a timely manner? By outsourcing your accounting responsibilities, you can focus your attention on building the business.
We can bill your clients and pay vendors for you.• Vendor disbursements
• Customer invoicing
• Reconcile bank accounts
• Sales and use taxQuickBooks Consulting Are you having difficulties with your QuickBooks file? We can provide training and continued support for all QuickBooks users. • Install software
• Provide training
• Provide support -
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Quickbooks Consulting
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Swink Coplen has a dedicated team of experienced QuickBooks Proadvisors to assist you in managing your business finances. Our team can help you by:
• Selecting the appropriate software for your needs and guiding you through the set up and/or conversion process.
• Training your staff, both in house and at periodic seminars.
• Being available to help you with day to day questions as they arise.
• Data clean-up, process improvements and procedures to help you track your finances efficiently.
Tax Services
Tax Services
Swink Coplen has been providing tax services since the firm started in 1980. Our tax professionals view your tax return as an annual scorecard for your personal and business finances. We examine your records and the numbers as the return is prepared and offer concrete discussion points and suggestions on how to minimize taxation and better prepare for the future.
• Preparation of personal, business, fiduciary, estate, gift and non-profit tax returns
• Preparation and planning for state and local tax returns in any of the fifty states and Canada
• Tax planning for individuals, business entities and their owners
• Preparation and planning for sales and use tax
• Preparation of property tax returns
• Preparation and/or review of payroll tax filings
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Tax Services
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Swink Coplen has been providing tax services since the firm started in 1980. Our tax professionals view your tax return as an annual scorecard for your personal and business finances. We examine your records and the numbers as the return is prepared and offer concrete discussion points and suggestions on how to minimize taxation and better prepare for the future.
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Tax Planning and Compliance Services
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• Preparation of personal, business, fiduciary, estate, gift and non-profit tax returns
• Preparation and planning for state and local tax returns in any of the fifty states and Canada
• Tax planning for individuals, business entities and their owners
• Preparation and planning for sales and use tax
• Preparation of property tax returns
• Preparation and/or review of payroll tax filings