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Virtual Controller Service

Running a business is no easy task.  The reason you got into business probably had something to do with passion for your industry.  It is unlikely that you got into business because you enjoy sending out invoices and paying bills in addition to other clerical work like bookkeeping.  What is different about Ludvigson Braun is that this is exactly the reason we got into business!  You can outsource this to our firm so that it is done more efficiently and stress free.  With this service we are intimate with the details of your business positioning us uniquely as your business coach.  Here is a list of services that we can provide as part of our Virtual Controller Service.

  • Unlimited email and phone support
  • Record all bank and credit card transactions
  • Prepare and send invoices for customers
  • Record payments from customers
  • Record and pay vendor invoices
  • Record company liabilities in accounting system
  • Prepare monthly or quarterly sales tax returns
  • Prepare annual form 1096 and 1099 for vendors
  • Record period-end adjustments
  • Monthly “Dashboard” of key performance indicators
  • Quarterly in-person business review

We view our role in the review process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency; an opportunity to influence positive change for your organization.

Accounting and Bookkeeping Services

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Compilations and Financial Statement Preparation

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Financial statements are critical to bank financing and effective decision making.

Payroll Services

Processing payroll can be a headache for many business owners.  Our firm can process your payroll and file quarterly payroll reports on your behalf.

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Business Entity Selection

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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