CONSTRUCTION, ENGINEERING, AND ARCHITECTURE
Winter Accounting & Advising LLC offers accounting and tax services to help you make informed/timely decisions and stay competitive in an ever-growing industry. Such services include:
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Multi-state taxation
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Federal and state tax compliance
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Specialized tax compliance related to your industry
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Financial statement preparation
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Unique accounting specific to your industry
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Cash flow forecasting / budgeting
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Bonding and banking relationships
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Strategic business planning
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Management and accounting controls
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Cash flow analysis
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Job costing
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Percentage completion accounting
FOOD AND BEVERAGE
The restaurant industry is highly competitive, which is often one of the main reasons for either stagnant or declining sales and/or profit margins. Our goal is to work with restaurant owners and/or operators by handling the complex accounting and tax issues of running a restaurant so that they can focus on providing their customers with a positive dining experience and growing their reputation of serving great food and drink. We can provide the following services:
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Ongoing profit analysis
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Business structure and startup cost analysis
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Federal and state tax compliance
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Alcohol / drink tax reporting
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Strategic relationships with vendors
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Overhead expense analysis
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Unique sales tax rules
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Pricing analysis
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Food / Beverage cost analysis
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Financial statement preparation
MANUFACTURING / DISTRIBUTION
Customer demand for manufactured goods is at an all-time high, and they want products immediately at the lowest cost possible. Technology is changing every day and government authorities are releasing stricter regulations requiring a professional consultant to interpret and assist in developing revised action plans. We provide the following services to our clients:
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Accounting Services
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Federal and state tax compliance
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Sales and use tax compliance
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Budgeting
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Business strategic planning
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Cash flow analysis
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Financial statement preparation
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Internal controls consulting
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Overhead analysis
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State and local nexus issues
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Start up and expansion financing assistance
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Inventory accounting analysis and implementation
MEDICAL PRACTICES
We have extensive experience in assisting medical practices with their accounting services, allowing us to provide innovative tax planning strategies and exceptional financial advice. We assist doctors, dentists, chiropractors, and other medical offices. We understand the healthcare industry and that it is constantly changing. We keep up to date on tax laws and code changes that may affect your practice. Some of our healthcare accounting services include:
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Operating expense analyses
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Office startup assistance and guidance
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Practice management consulting
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Accounting software and general ledger accounting set up
NOT-FOR-PROFITS
Winter Accounting & Advising LLC provides the following services to clients in the not-for-profit industry:
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Federal and state tax compliance
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Financial statement preparation
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Unique accounting specific to the industry
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Management and accounting controls
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Form 990, 990-EZ, 990-N preparation
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Governance and organizational consulting
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Establishment of policies and procedures
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Statement of Functional Expense analysis and advising
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Internal control review
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Board development
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Annual state charitable registration
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Unrelated business income analysis
OIL AND GAS
Oil and gas is a competitive industry. We’re dedicated to ensuring we maximize your time growing and managing your company’s investments and bottom line. Whether you are in the business startup phase or an experienced company, we can provide proactive tax strategies and accounting services to enable management to focus their time and effort on growing a successful business while obtaining and sustaining a healthy profit margin.
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Federal and state tax compliance
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Financial statement preparation
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Unique accounting specific to your industry
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Maximize depletion of resources to resume maximum tax benefits
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Bonding and banking relationships
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Strategic business planning
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Management and accounting controls
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Cash flow analysis
REAL ESTATE
We have over 13 years of experience serving clients involved with various types of real estate transactions including land and building development, multifamily residential rentals and nonresidential (commercial) rentals. We provide the following services:
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Federal and state tax compliance
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Tax efficient entities
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Due diligence
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Cost segregation studies
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Installment Sales
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Passive/Active recharacterization & planning
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Capital gain vs. ordinary income
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Retirement Planning
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AMT Liability
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Planning
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Partnership & member allocation
RETAIL
E-commerce has caused retailers to rethink their strategy to remain competitive in a brutal market. To remain competitive, retailers must continually monitor performance to achieve sustained growth and sales goals. Our goal is to enable management to focus on such growth and attaining such goals by providing the following services:
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Accounting Services
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Federal and state tax compliance
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Sales and use tax compliance
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Budgeting
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Business strategic planning
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Cash flow analysis
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Financial statement preparation
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Internal controls consulting
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Overhead expense analysis
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State and local tax nexus issues
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Start up and expansion financing assistance
SaaS – Software
We understand best accounting practices for SaaS B2B and B2C software companies. Our team can work with you to ensure accurate revenue recognition, qualify for R&D tax credits, and ensure sales and use tax compliance resulting in minimizing tax liability and maximizing cash flow to reinvest in business growth. Our goal is to enable you to focus on growth and attaining goals by providing you services including:
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Accounting services
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Payroll services
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Tax withholding and reporting
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Federal and state tax preparation
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GAAP compliance
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CFO fractional services
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Sales tax compliance
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R&D tax credits
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Business and strategic planning
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Financial reporting
TRUCKING AND LOGISTICS
Winter Accounting & Advising LLC has extensive expertise working with logistics and transportation companies. We understand that there are unique accounting practices that must be followed by such companies, along with potentially confusing payroll and multi-state compliance. Our goal is to carry the heavy lifting with the industry accounting complexities and let management focus on strategic planning and growth of their companies.
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Federal and state tax compliance
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Financial statement preparation
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Unique accounting specific to your industry
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Multi-state taxation
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Specialized tax compliance for trucking companies
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Bonding and banking relationships
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Strategic business planning
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Management and accounting controls
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Cash flow analysis