Accurate and timely accounting information is a necessity for any successful business. Pottberg Gassman & Hoffman Chartered can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following: - Financial Planning Services - Tax Planning and Return Preparation Services - Auditing Services - Payroll Services - Accounting and Bookkeeping Services Financial Planning Services Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs. Our financial planning services include: - Financial Planning to Achieve Specific Goals - Retirement Planning - Estate and Business Succession Planning Tax Planning and Return Preparation Services Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation. Auditing Services Third parties relying on your financial statements often require an audit for assurance. In order to conduct an audit, we examine your financial statements in accordance with generally accepted auditing standards. An audit requires us to examine internal controls and to complete substantial testing of the information underlying the financial statements. We then document our opinion as to whether the statements are fairly presented in conformity with the basis of accounting used by your business, organization or governmental unit. To view a copy of our peer review report click on the following link: Peer_Review_Report.PDF Payroll Services In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from issuing the payroll checks to filing the necessary tax returns. We even offer an online payroll system. Accounting and Bookkeeping Services At Pottberg Gassman & Hoffman we provide a wide range of services to meet your accounting and consulting needs. Our services allow you to concentrate on what you do best while leaving the specialized support functions to us. Some examples of our accounting and bookkeeping services include: - Payroll and sales tax return preparation - Account reconciliations - Accounts payable processing - Monthly and year-end closing assistance - General ledger maintenance - Financial statement preparation - Controller and bookkeeper staffing - Depreciation schedules - Accounting systems design - Accounting staff training - Accounting software assistance - Online payroll and accounting