Venne & Company, LLC

Certified Public Accountants

 

 

Our clients strengthen their businesses, minimize risk and optimize tax structures

 

SUMMARY OF SERVICES

 

Compliance Management:

Venne & Company offers tax consultation and compliance support to help our clients enhance value through heightened profitability.  We assist our clients in planning their next step, address current and evolving legal and regulatory concerns.

 

Business Tax Returns

·          Confidential and personal attention

·          Accounting and closing procedures

·          IRS, state and local tax representation

·          Federal, state and local income tax preparation

·          Bundling owners' personal returns into the engagement

·          Always available to answer questions and provide ongoing consultation

 

Individual Tax Preparation

·          Confidential and personal attention

·          IRS, state and local tax representation

·          Federal, state and local income tax preparation

·          Always available to answer questions and provide ongoing consultation

 

Tax Planning & Strategy

In conjunction with tax preparation, Venne & Company is available to provide ongoing business and individual tax planning and strategy:

·          Financial performance review and evaluation

·          Identify and achieve stated goals and objectives

·          Tailor a proactive plan to optimize tax structures and minimize liabilities

 

Financial Reporting

As a comprehensive accounting firm, Venne & Company prepares all levels of financial statements and attest engagements:

·          Audits

·          Reviews

·          Compilation

·          Not-For-Profit Audits

 

Certified Audits

·          ERISA (401k Audits)

·          Other agreed upon procedures

 

Accounting

Provide assistance and solutions with all accounting and bookkeeping needs.

·          Accounting and closing procedures

·          Accounting software solutions and training

·          Preparation of adjusting journal entries and working trial balance

·          Assist in developing systems and procedures to ensure accurate data

·          Individual attention and personal assistance in completing adjustments

·          Completion and submission of all government filings, such as personal auto inclusion, personal property tax returns, 1099s

 

Business Advisory Services:

Our practice works with entrepreneurs and managers every day. We see lots of extremely successful businesses and we see challenged operations.  From our vantage point, we are able to take an objective look at our clients' businesses.

·          Financial analysis and modeling

·          Retirement and succession planning

·          Business valuations and litigation support

·          Business acquisition (buy/sell) assistance

·          Management and organizational consulting

·          Turnaround consulting for distressed businesses

·          Business and strategic planning to achieve goals and objectives

·          Business and commercial financing representation and negotiation

·          Calculation of economic damages and claim due to business interruption

 

Business Development:

• Revenue generation and profit improvement is achieved through a comprehensive discovery of the business, its market and performance, providing insight into its operation, translating into efficiency, control risk and increasing performance
• Process innovation and system solutions are integrated with the company strategy and related impact on financial results and reporting
• Through the evaluation process, Key Performance Indicators (KPI's) are employed monitoring the client's risk and business environment
• Management support, team development and training, brings the plan together

 

Trusted Advisors:

• Buy/sell consulting
• Succession planning
• Merger and acquisition
• Insurance assessment
• Choice of business entity (Corporation, LLC)
• Risk management exposure and recommendations
• Interest rate risk management, including sensitivity analysis, interest rate swaps and return on investment

 

Wealth Management:

• Estate and inheritance planning
• Prepare personal financial statement
• Review and evaluate personal financial success
• Pension and retirement plans (401k, SEP, Simple)
• Evaluate investments, strategy and portfolio performance
• Through consultation, develop an individual wealth management plan
• Strategic alliances with complementing professionals

 

Technical Services:

• Technology consulting and system evaluation
• State-of-the-art-technology available to support software and hardware requirements
• Software experience, support and training with a variety of accounting programs including QuickBooks
• Strategic alliances with complementing professionals