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Services

Lisa Elmore Berry, CPA, PA provides a wide range of services to individuals and businesses in a variety of industries. The firm strives to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Professional services include:


Tax Management Services

Lisa Elmore Berry, CPA, PA guides clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Expertise, experience, analysis and thorough research allows the firm to optimize financial opportunities to be found in existing as well as recently altered tax laws. Lisa Elmore Berry, CPA, PA is knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Lisa Elmore Berry, CPA, PA's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Corporate tax planning and return preparation
  • Litigation support

Reviews and Compilations

Lisa Elmore Berry, CPA, PA's financial statement services comprise two levels of assurance depending on your company's needs.

Reviews

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. Reviews are perfirmed to ensure the integrity of your data.

Compilations

Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

IRS Representation

Professional representation can be vital during an audit, and the firm's experience with tax authorities enables it to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with Lisa Elmore Berry, CPA, PA can put many of your worries at bay. The firm is ready and willing to answer any and all questions the IRS may be asking of you.

Payroll Services

Lisa Elmore Berry, CPA, PA's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.


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