SERVICES RENDERED
Kepner & Company, Inc. was formed in 1988 by Gerald G. Kepner Jr. to provide services to entrepreneurs, independent business owners, and professionals. Since that time, the firm has grown to over 100 clients, including companies in the manufacturing, wholesale, and service industries, as well as individual investors. Our focus is to provide our unique brand of management consulting and coaching to our clients in addition to routine accounting and tax advice.
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| Monthly Accounting |
Compilation of monthly accounting information from checks, sales records, etc and preparation of financial statements to be used for business decisions and tax return preparation. Interface with client's QuickBooks, Peachtree and other packages
Many businesses do a poor job with their monthly accounting instead relying on their checking account balance. What a terrible way to run a business!! It is short-sited and leads to bad business decisions. If you want to know the truth about your business performance, let us help with the basics.
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| Reviewed Financial Statement |
Preparation of Reviewed Financial Statements for presentation to third parties such as bankers, etc. in accordance with standards established by the AICPA.
The more professional your financial statements with our cover letter, the better your relationship with your banker.
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| Back office |
We actually act as the accounting office for two companies. It is expensive, but we do all of their billing, bill paying and reporting. They are able to concentrate on what they do best.
If you could focus on your strengths, how much faster could you grow your business faster…with better profits?
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| Financial Statements |
We will help you analysis of financial statements and evaluating the impact of projected events and helping the numbers make sense.
We can advise you based on your financial picture, helping you enhance the financial condition of your company.
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| Management Controls |
Review accounting and operational controls in place at the company to minimize the potential for misuse or loss of company assets and the potential for errors on the financial statements.
Have your heard about the bookkeeper who embezzled $200,000? It happens, normally because owners or their CPA is not looking over their shoulders. We can help with the proper controls.
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Cash Management Services
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| Cash Management |
Implementation of procedures and reporting so that the business will know the their cash on hand, expected proceeds, and planned expenditures for next week, next month, and next quarter.
If you ask, “If I made a profit, where is the cash?” you probably could use some help on cash management.
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Business Growth Services
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| Business Plans
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Preparation of business plans for the purpose of focusing the business marketing activities, raising capital, seeking merger partners, or clarifying the purpose of the business.
The greatest beneficiary of a business plan is the owner. Therefore, we recommend a one-page business plan to focus on your business.
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