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Tuesday, November 20, 2012

JAMES & CO. ADDS SMALL BUSINESS SERVICES DIVISION

James & Co. Business Advisors / CPAs now offers small business accounting and business advisory services to assist small and emerging organizations be more successful.  "For the small business owner, meaningful data and reporting allows them to make effective management decisions," said Dan E. James, MBA, CPA. 

The firm has traditionally served businesses with annual revenues from $1M - $500+M. "We are exceited to offer our experience to small businesses to compliment their growing team," said Mr. James.  
James & Co. provides the following services to help meet your small business needs:
Accounting services and consulting
New business set up / QuickBooks setup
Corporate and partnership tax return preparation
Individual tax returns / Schedule C accounting
Compiled monthly/quarterly financial statement preparation
Bank statement /credit card reconciliations
Budgeting and reporting
Cash flow analysis
Depreciation and amortization calculations and schedules
Job costing schedules
Payroll preparation, tax reports, calculate payroll tax liabilities
Payroll tax preparation, W2/Form 1099 preparation
Quarterly/annual sales tax reporting
IFTA (fuel tax – trucking)
Bookkeeping for seniors
Internal controls for small businesses
Budgeting and financial analysis
QuickBooks setup, sales and support with Certified Pro Advisors
Annual review of QuickBooks accounts and journal entry adjustments to tie to prior year                     returns

For more information or for a proposal of services, contact Paula Lewis at (801) 399-3377 or paula@jamescpas.com.
In the spirit of community, Dave Edwards, MBA, CPA, had the opportunity to assist Catholic Community Services in organizing and distributing all the makings of Thanksgiving dinner to those in need of assistance. Dave, Manager of Taxation Services with James & Co. Business Advisors / CPAs, serves on the Board of Directors of the Rotary Club of Ogden whom organized the service project.

And on Saturday, November 24, Travis Vadnais, Manager of Audit Services for James & Co. will be at Municipal Park in Ogden assisting the Breakfast Exchange Club with it's Shoes For Tots program.  Giving is always a gift!

Happy Thanksgiving from the James & Co. teamwww.jamescpas.com!

Tuesday, November 6, 2012

JAMES & CO. ATTENDS AICPA NATIONAL AUTO DEALER CONFERENCE

As new issues in the auto industry emerge, it’s becoming more critical than ever before to stay updated on the latest developments and refresh vital skills for continued success. The James & Co. leadership team recently attended the American Institute of Certified Public Accountants (AICPA) National Auto Dealership Conference including:

Dan E. James, MBA, CPA - President
Mary Markeson, MAcc, CPA – Director of Audit Services
Terri Ferran, CPA, CFE – Dealership Specialist
David Edwards, MBA, CPA – Manager of Taxation Services

The conference was geared toward both the CPA and financial professionals in the auto industry, with expert speakers, comprehensive sessions and networking opportunities to provide best practices and strategies for James & Co. to stay ahead of the curve as auto/truck dealership specialists.

Topics included the tough questions that dealership face today. Sessions include: IRS and NADA Regulatory Update; Advanced Attestation Services Issues – Workpapers and War Stories; Metrics for Evaluating a Buy/Sell Opportunity; Helping Your Dealer Get the Most Out of a Reinsurance Program / Opportunities and Maximizing Profitability.

Currently working with more than 25 dealerships in Utah and surrounding states, James & Co. has built a track-record of success in making their auto dealer clients more successful. James & Co. is a member of The Driving Force, Auto Dealer Consulting Group serving more than 400 dealers across the nation.

Serving middle-market clients, James & Co. is based in Ogden with offices in Salt Lake City and St. George. For more information, contact Dan James, MBA, CPA at (801) 399-3377.