• A/R Management
• Budgeting
• Business Valuation
• Customer & Vendor Targeting to Analyze Profitability & Identify growth areas
• Partner Relationships With a Focus on Performance & Profit Generation
• Internal Control Systems Design
• Job Management & Scheduling
• Partner Buy Out
• Professional Quickbooks Advisors
• Retirement Planning
• Strategic Planning
• Succession Planning
• Tax Compliance & Audit Services

• A/R Management
• Budgeting
• Business Valuation
• Customer & Vendor Targeting to Analyze Profitability & Identify growth areas
• Partner Relationships With a Focus on Performance & Profit Generation
• Internal Control Systems Design
• Job Management & Scheduling
• Partner Buy Out
• Professional Quickbooks Advisors
• Retirement Planning
• Strategic Planning
• Succession Planning
• Tax Compliance & Audit Services

• A/R Management
• Budgeting
• Business Valuation
• Cost Segregation
• Customer & Vendor Targeting to Analyze Profitability & Identify growth areas
• Partner Relationships With a Focus on Performance & Profit Generation
• Internal Control Systems Design
• Job Management & Scheduling
• Partner Buy Out
• Professional Quickbooks Advisors
• Retirement Planning
• Strategic Planning
• Succession Planning
• Tax Compliance & Audit Services

• A/R Management
• Budgeting
• Business Valuation
• Customer & Vendor Targeting to Analyze Profitability & Identify growth areas
• Partner Relationships With a Focus on Performance & Profit Generation
• Internal Control Systems Design
• Job Management & Scheduling
• Partner Buy Out
• Professional Quickbooks Advisors
• Retirement Planning
• Strategic Planning
• Succession Planning
• Tax Compliance & Audit Services

• A/R Management
• Budgeting
• Business Valuation
• Customer & Vendor Targeting to Analyze Profitability & Identify growth areas
• Partner Relationships With a Focus on Performance & Profit Generation
• Internal Control Systems Design
• Job Management & Scheduling
• Partner Buy Out
• Professional Quickbooks Advisors
• Retirement Planning
• Strategic Planning
• Succession Planning
• Tax Compliance & Audit Services

Polk and Associates provides traditional accounting services to clients in a variety of industries. We provide compilation or review services as well as financial statement preparation. Monthly, quarterly and financial statement preparation is available based on a client’s particular needs.

Traditional and HUD Audit Services
Provided for both non-profit and for profit entities.

Agreed Upon Procedures

For specific financial statement or non-financial statement issues.

Internal Control Design

Good internal controls are key for any successful business. We will examine your current internal control structure and provide recommendations for improvements. If you are just starting out we can design a system for you.

Cash Flow Management

Assistance in maximizing your available cash, forecasting and budgeting. We develop a system of controls over the collection, disbursement and use of cash.

Business valuation and litigation support services provided by Accredited Business Valuation professionals.

Services Provided For:

• Estate settlements
• Gift tax issues
• Mergers and acquisitions
• Buy-sell agreements
• Partner/Shareholder buy out

Services Provided:

• Budgets
• Due diligence
• Forecasts and projections
• Transaction assistance
• Contract evaluation
• Debt restructuring
• Feasibility studies
• Loan negotiation

Polk and Associates can provide bookkeeping and financial statement preparation services on a monthly, quarterly or annual basis based on your needs.

Payroll services are also available and can include direct deposit, quarterly and year end tax form preparation including W-2’s and 1099’s. If you prepare your own payroll but would like assistance with payroll tax return preparation we can handle that for you as well.

Our staff can also prepare monthly, quarterly and annual sales tax returns. If you are starting a new business we can assist you with registration for sales, withholding and unemployment taxes as well as with obtaining an employer id number.

Estate Planning

We will work with your attorney in developing a comprehensive estate plan that both minimizes taxes and fulfills the desires of the individual.

Succession Planning

Our professionals will work with you to develop a plan to provide for the smooth transition of the management of your company to successors.

Strategic Planning

We will assist with development of a blueprint for your company’s goals and plans for the future. We will then assist in the design and implementation of measurement systems to evaluate progress toward those goals.

Process Evaluation

Today’s CEO’s and business owners are very closely involved in their businesses. Because we are familiar with our client’s business but are not necessarily involved in the day to day activities we are in a unique position to evaluate the business processes and make recommendations for improvements. One benefit of this service can be increased profitability.

Services Provided:

• Inventory Control
• Internal Controls
• Distinguishing Profitable and Non Profitable Products & Services for Cost Reduction
• Productivity Gains

We provide tax planning, preparation and compliance services for partnerships, corporations, trusts, estates and individuals with an emphasis on identifying and capitalizing on tax opportunities.

Audit representation and/or negotiations regarding tax liabilities are available. We have successfully represented clients before the IRS and State and Local Governments in collections and audit issues.