Services
Services
Dedicated services aiming to exceed your expectations
Sonzogni, Bottitto & Cooper, LLC offers a wide range of services to our individual and business clients.
This list is by no means all-inclusive; please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we will be happy to refer you to a qualified professional.
Accounting and Auditing Services
Whether you operate a family owned business, private company, governmental entity or a non-profit organization you want independent, credible, objective and accurate accounting and auditing services. Your business success today and in the future may depend on it.
We offer the following Accounting and Auditing Services:
- Audit, Reviews and Compilations for Financial Statements
- Projections and Forecasts for planning purposes
- Internal control Evaluations
- Agreed upon procedures for special circumstances
Consulting Services
We judge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
Here is a sampling of our Consulting Services:
- Business Consulting
- Succession Planning
- Estate, Trust and Gift Planning
- Business Entity Selection
- Accounting software selection and implementation
Tax Services
At Sonzogni, Bottitto & Cooper, LLC we take a proactive approach for our Individual and Business clients based on strategic tax planning. We identify current and future tax saving opportunities and resolve any tax controversies. We pride ourselves on going beyond the basics to implement a sound strategy for your tax service needs. Our experienced tax professionals evaluate your short and long term financial goals so that we can establish objectives and understand the characteristics that are unique to you or your business. We are continuously researching and integrating the ever changing state and federal tax laws impacting individuals and businesses. We balance our tactical capabilities with a focus on strategic results designed to keep our clients on track, while minimizing your tax obligation.
Our Tax Services include, but are not limited to:
- Income Tax Compliance
- Individuals
- Businesses
- Estates & Trusts
- Individual and Business Technical and Strategic Tax Planning
- Nexus Studies
- Audit Representation at both the Federal and State Level
Bookkeeping
Not all businesses need or can afford a full-time bookkeeper, finding outsourcing as a good option. Our Small Business Advisory Service is available for all your bookkeeping and accounting needs. We will work from your location or ours. We have staff who will work with you throughout the year to assist you with all aspects of your business. Don’t let your “back-office” accounting needs distract you from your core business. Let our experience work for you.
Here is a brief list of our Small Business Services:
- Accounting System Setup for New Businesses
- Bookkeeping – Monthly, Quarterly and Annually
- Maintaining your General Ledger
- Business Tax Return Preparation
- Managing the Data Necessary for Strategic Business Planning
- Posting Receipt and Disbursement Journals
- Posting Accounts Receivable and Accounts Payable; Maintaining Subsidiary Detail Listing
- QuickBooks® set up, support and training
Fraud and Forensic Accounting
Often individuals, companies and other organizations need both fraud investigation and forensic accounting services to identify the amounts and reasons for missing funds, as well as to restore the integrity of financial records. Fraud Investigations involve researching and documenting missing funds or deliberately misstated financial records. Forensic accounting services involve “piecing together” missing financial information so that a complete financial picture, for a given period of time, can be achieved.
Sonzogni, Bottitto & Cooper, LLC has a qualified staff member who is a Certified Fraud Examiner, (CFE) and Certified in Financial Forensics (CFF).
Sonzogni, Bottitto & Cooper, LLC has a qualified staff member who is a Certified Fraud Examiner, (CFE) and Certified in Financial Forensics (CFF).
How can we help you be proactive? Here are a few services we offer:
- Evaluation of the Adequacy of Internal Control Systems
- Designing and Implementing Internal Control Procedures
- Proactive Fraud Auditing
- Preparation of Company Codes of Business Ethics and Conduct
- Development of a Corporate Compliance Program