Services

Asset 240

Curtis Blakely & Co., PC is comprised of four distinct service groups committed to becoming your trusted advisors.  Our Assurance Group provides attest services, such as audits, compilations, and reviews. The Client Services Group focuses on accounting-related services while our Consulting Group offers advisory services, including valuations, forensic accounting, strategic planning, and record retention. Finally, our Tax Group is prepared to assist with your tax planning and compliance needs.

Our seasoned staff and at least one shareholder will work with you to assure you receive the responsiveness you want and the attention to detail you can depend on.

Attest

Many of the services offered by a CPA firm involve historical financial statements. In today's business environment, financial statement users insist on timely, accurate and ultimately reliable Information.

Our attest services include audit, review, compilation, and agreed upon procedures.  While the level of attestation differs for each service, our level of care and professionalism is consistent no matter what service we are performing.  Seasoned staff and at least one shareholder will be assigned to your tasks.

Our firm participates in the American Institute of Certified Public Accountants (AICPA) Peer Review Program.   This program requires compliance with the AICPA's highest standards of performance and professionalism.  Curtis Blakely & Co., PC has received a pass rating on all of our peer reviews.  Our latest peer review report is available for review under the Accounting and Attest tab of our website.

 

Tax

A common goal of every business is to reduce taxes.  Often this is easier said than done, especially to do it correctly and legally.   Tax strategies cannot be designed and implemented in a vacuum.   It is necessary to take an integrated approach and consider the ramifications of planning options on owners and affiliated companies.  Tax strategies must also pass a "cost-benefit" analysis that weighs the cost of implementing the strategy (in dollars, time, and headaches) against the expected benefit.

As lawmakers continue to change the tax law and increase its complexity, we strive to keep your total business picture in focus when designing, implementing, and maintaining tax reduction strategies.  We continually monitor changes in federal, state, and local tax laws and consider their effect on you, our client.  We assist our clients in navigating the complex maze of statutes, regulations, court cases, and other authoritative guidance in pursuit of their tax minimization goals.  For us, tax time is year round, not just the due date of your next tax return.  We believe this approach to tax planning and compliance sets us apart.

 

Accounting

Curtis Blakely & Co., PC can meet your outsourced accounting needs.  We will work with you to gain an understanding of those needs and find the most efficient and economical way to bring you the service you desire.  We will walk you through the financial statements and other reports we prepare and provide analysis and consultation. You will receive timely and accurate information that will enable you to make informed business decisions.  We can assist you in working with third parties, such as bankers, by providing and explaining financial data. 

Our accounting services include the following:

  • Bill payment
  • Payroll and payroll tax processing
  • General ledger preparation
  • Accounts payable and accounts receivable
  • Preparing reconciliations
  • Financial statement preparation
  • Budgeting and forecasting
  • Trend and variance analysis
  • Ratio analysis and other analytics
Advisory

At Curtis Blakely & Co. PC, our considerable familiarity with similar companies and broad knowledge, based on "hands on" experience, means we can help you review opportunities while avoiding unnecessary risks. We will work with you to ensure that your company will achieve or exceed its goals and desires.

We work with your company to find ways to improve performance and increase productivity. We develop custom solutions for companies that are practical, achievable and affordable. Through a comprehensive analysis, we combine your current situation with proven solutions that will allow your company to thrive in a competitive environment.