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Services

Michele Theuerkauf, CPA, LLC provides a wide range of services to individuals and businesses in a variety of industries. At Michele Theuerkauf, CPA, LLC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. I steer you closer to these goals with accurate record-keeping and reporting.

These services include but are not limited to:

  • - General ledger and financial statement preparation
  • - Bookkeeping (Monthly, quarterly, or annual)
  • - Accounting system setup and support
  • - Payroll processing
  • - Cash flow budgeting and forecasting
  • - Personal financial statements
  • - Employee benefit and profit-sharing plans

I can set up tailored financial reports for you to use as important tools that can guide your business in making financial decisions, planning, and evaluating performance.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. I don't just help you use the software - I help you use it more efficiently and more effectively.

As a QuickBooks ProAdvisor, Michele Theuerkauf, CPA offers the following solutions to help meet your QuickBooks needs:

Personal Training - I train you personally! Either one-on-one or several individuals within your organization at your company's location.

Installation - I install QuickBooks on your stand alone computer or in a network environment.

Setup - I assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. I also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Review - My QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. I also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

Discounts - As a QuickBooks ProAdvisor, Michele Theuerkauf, CPA can provide clients special discounts on many Intuit products.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Michele Theuerkauf, CPA combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Depending on your needs, our work can range from top-level reports to detailed financial models.

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Michele Theuerkauf, CPA can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Michele Theuerkauf, CPA can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Tax Management Services

I guide my clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. My expertise, experience, analysis and thorough research allow me to optimize financial opportunities to be found in existing as well as recently altered tax laws.

IRS Representation

Professional representation can be vital during an audit, and my experience with enables me to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with my firm can put many of your worries at bay.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Michele Theuerkauf, CPA can advise you on choosing an entity type and later restructuring if advantageous.

Debt and Finance Advising

Whether your needs are corporate or personal, Michele Theuerkauf, CPA can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid.

Other Professional Services

Michele Theuerkauf, CPA does not believe in being, as they say, “a Jack of all trades and a master of none”. The areas noted above are my areas of expertise and you will receive outstanding guidance and service in those areas. However, if you are looking for other professional services that you don’t see listed on this website, by all means, request such information below. Through an extensive network of professional relationships, all of whom share the same ethics and business philosophies as I do, I am confident that I can assist you in finding the right expert so that your goals are achieved.


Information Request for Services Listed Above