PDR CPAs + Advisors is a US-based accounting firm that has more than 45 years of experience. The company helps small and medium businesses with their operational needs and provides such services as accounting, audit & assurance, tax, and business consulting.
The company’s accounting services include compiled financial statements (monthly, quarterly, or annual), client reconciliations (Fund or IOLTA), and QuickBooks reconciliations (bank transaction downloading, check writing services, reconciled bank statements, review of accounts for errors, preparation of journal entry adjustment). Also, they can help with QuickBooks setup and training (initial setup, training, consulting), assist with payroll (initial set up, calculation of salaries and applicable taxes, online submission of taxes, client calculations, registration of state ID’s, acting as clients representative on payroll audits). Moreover, the company provides help with quarterly and annual payroll reporting (Form 941, Form RT-6, Form 940, Form W-2, Form 1099), annual tax (register & research sales tax issues, preparation of monthly and quarterly sales tax returns, consultation on sales tax audits), fixed assets additions & disposals and depreciation management.
PDR CPAs + Advisors audit services include audits, reviews & compilations solutions, agreed-upon procedures services, employee benefit plan audits, and medicare & medical cost reports solutions.
Tax solutions include federal, state and local tax for businesses, sales and use tax, payroll tax, business tax credits & incentives, business entity selection, and corporate income tax provisions & footnotes. Also, PDR CPAs + Advisors can help with international tax, multi-state & local tax, research & development tax credits, and many more.
From QuickBooks to financial reporting to trust accounting, you can leave the numbers to us. An accounting department for your business, we help you manage what’s most important – your assets. PDR’s experience, training, supervision and review procedures, efficiency and quality help protect your business and provide reliable accounting information so you can make well-informed business decisions.
Compiled financial statements – monthly, quarterly or annual basis Client Fund/IOLTA Reconciliations QuickBook reconciliations – bank transaction downloading, check writing services, reconciled bank statements, review accounts for errors and preparation of journal entry adjustment QuickBook’s setup and training to include initial set up, training and consulting.
Lenders, investors and regulatory authorities depend on clear financial statements to make decisions that impact your business. At PDR, we take a deep dive into your financials to produce accurate, timely and digestible financial statements to help you communicate the details to outside parties. From comprehensive financial statement audits to compilations, we’ll help you communicate your business’ worth.
Most business owners and attorneys know the basics of the business valuation process. For example, you might know that there are three approaches to value: the cost, market and income approaches. You might even know some of the methods that fall under these approaches, including the: Adjusted book value, Excess earnings, Guideline public company, Guideline transaction (merger and acquisition), Capitalization of earnings, and Discounted cash flow.
Due to independence rules, public accounting firms auditing financial statements of public and large private companies may require a second CPA firm to assist in the preparation of financial statements and supporting detail. At PDR, we have professionals with prior “Big Four” accounting firm experience who will work closely with your primary auditing firm to ensure accurate quality compliance.
Payroll – initial set up, calculation of salaries and applicable taxes including online submission, client consultations with regards to payroll processes, registration for state ID #s, representation of clients on payroll audits for both IRS and state unemployment .