The navigation tools we use are client focused services.
Consulting & Management
Accounting & Bookkeeping
Payroll Preparation & Compliance
Tax Planning & Preparation
We value our client relationships and take pride in customer service and integrity.
We help our clients:
Understand their financials
Minimize their costs and taxes
Create long term relationships
Efficient financial management directly translates into informed business decisions.
Accounting and Write-Up Services
Efficient financial management directly translates into informed business decisions, regulatory compliance, better forecasting, and overall a well-managed organization. By outsourcing monthly financial statement preparation, our client will not only reduce cost but get completed and error-free financial statements on time. This will allow management to assess profitability and needed operational adjustments.
How does it work? The client submits their information monthly or quarterly through our standardized system of information transfer which allows us to service clients anywhere in the country in a cost effective manner. Our Write up Services saves you the cost of purchasing hardware, software and hiring employees.
What if I outgrow this service? When you outgrow our Write up Services we will move you to our standardized Bookkeeping Services, our services grow with your business. Let us develop a set fee based on your overall needs so there are no billing surprises.
The following are among the offerings that we can provide with our Accounting services:
- Monthly Financial Statements – Cash or Accrual Basis
- Bank and Credit Card Reconciliation
- Productivity Analysis
- Payroll Processing
- Fixed Asset Maintenance including Depreciation Schedules
- Loan Amortization Schedules
Bookkeeping is an essential part of any business. Many small to medium sized businesses need more than monthly financial statements; they need up to date financial information to manage cash flows, make operational adjustments, and more!
The challenge is they do not have the time to process the information or the resources to hire a full-time employee dedicated to this function. CM Williams & Associates, CPA Bookkeeping Service fills this important need through a standardized process which allows the business owner 24/7 access to their financial information without interruption.
We have developed a standardized system of information transfer which allows us to service clients in our hometown or across the country in a cost effective manner. Our Bookkeeping Service saves you the cost of purchasing hardware, software and hiring employees. Let us develop a set fee based on your overall needs so there are no billing surprises.
The following are among the offerings that we can provide with our Bookkeeping services:
- Transaction Processing
- Complete Bank Reconciliation
- Accounts Receivable Maintenance
- Fixed Asset Maintenance
- Depreciation Schedules Maintenance
- Accounts Payable Maintenance
- Paying Your Bills (with flexible Approval options)
- Loan Amortization
- Deposit Processing
- Payroll Processing
- General Ledger Maintenance
- Account Reconciliation
Benchmark – Consulting & Management Services
Strategic Management consulting services can mean the difference between running a business and running a successful business! You need a business that remains competitive in its market through changing environments and continues to meet your goals as a business owner or manager.
At CM Williams & Associates, we understand that the roadmap to success consists of two components:
- The plan
- The implementation of that plan
Our direction to strategic management embraces these two components.
We recognize that the decision to undertake a strategic planning process is a difficult one; it seems like that there is never a enough time to plan. In fact, in the short term, planning can often seem to get in the way of making profit. As the beginning of the month becomes the end of the month and then the end of the quarter, there are many new decisions that have to be made that need to take priority. Yet, without a plan, all the complexities of running your business remain unchanged, and there is real danger that you will do business more out of habit than by clear thinking and informed decision-making. CM Williams & Associates can provide leadership and assistance to commit an organization to strategic thinking, especially when internal resources are limited.
CM Williams & Associates also provides a wide array of risk, internal control, and workflow management consulting services for small, mid-size and enterprise businesses.
The following are some of our consulting and management services to assist with directing your company:
- Start-up Services – Choice of entity, legal protections and tax ramifications, complete federal and state identification applications, apply for business license, and registration of income and sales tax, if applicable.
- Business Valuation – Transition planning, secured lending services, stakeholder requirements, buy-sell agreements, forecasting, feasibility analysis, and strategic planning
- Business Plans – Provide a clear, precise and meaningful sense of direction for your company, internal and external purpose plans, secure funding and lines of credit, incorporate performance measurement and key employee motivation, crisis management, problem loan resolution, and present information effectively to outside parties.
- Other Management Support Services – corporate recovery and turnaround consulting, documenting workflows, internal control reviews, meeting deliverables, special projects, staffing needs, and valuation services.
Business Tax Planning
Tax planning is important for every business in any industry. Many decisions made internally in an organization have tax consequences. It is crucial to have a tax advisor who can offer timely, accurate advice for planning and compliance. Our team specializes in business tax planning and preparation. Tax laws are constantly changing and are extremely complex, let us show you how to use these changes to your best advantage.
Our tax consultants want to be proactive to the short term tax burdens, so we can make your organization profitable for the long term. Our firm is dedicated to assisting your company with the highest quality tax services to help reduce tax liability. No matter how big or small of a business you manage, we know you will appreciate our personalized tax compliance and tax planning services.
We use the newest innovative hardware and software solutions to increase efficiencies throughout the firm. Staying on top of cutting edge technologies gives us the competitive advantage. With these technologies, we can assure our clients their taxes will be completed with the highest accuracy and fastest turn-around time. Developing new processes internally allows us to keep the cost down, ultimately creating more value for you!
Individual Tax Planning
In today’s economy, times are tough. It is becoming a necessity for businesses and individuals to have the best tax advisors available. We have a team of dedicated tax professionals who are educated every year to ensure they have the depth of knowledge to produce the highest quality in tax services. Our tax experts specialize in individual tax planning and preparation. They are able to deal with the toughest tax issues and achieve accurate results in a time-efficient manner.
Our team concentrates on planning when it comes to taxes. It is important that our clients understand that tax planning is a year round activity. With enough lead time, we can give you more options to eliminate tax obligations. With a clear understanding of your business and goals, we have an increased chance of higher tax savings.
We use the newest innovative hardware and software solutions to increase efficiencies throughout the firm. Staying on top of cutting edge technologies gives us a competitive advantage over our competition. With these technologies, we can assure our clients their taxes will be completed with the highest accuracy and fastest turnaround time. Developing new processes internally allows us to keep the cost down, ultimately creating more value for you!
- Weekly, bi-weekly, monthly payroll processing
- Tax payments
- Quarterly & Annual reporting
- 1099 reporting
- Sales Tax reporting
Fee Schedule per processing period:
Up to 3 employees—$60.00
Up to 7 employees—$100.00
Up to 10 employees—$125.00
More than 10 employees—Quote
Attestation and Non-attest Services
White paper • Compilation • Review
Personal Affluent Management
We specialize in providing unique, independent solutions to high net worth individuals, families, and corporate executives though a coordinated, centralized approach. Our firm simplifies the complex financial lives of our clients through services which include: estate and business succession planning, bill paying, tax planning, investment tracking and philanthropy management.