CoganWorks provides a wide range of services to individuals and small businesses in the service industry. We strive to meet each client’s specific needs whether it be starting operations, meeting current goals or planning for the future. Professional services include:
Income tax preparation (Individual or Business)
Part-Time Chief Financial Officer/Controllership
QuickBooks Accounting Help and Assistance
Please contact us for further information regarding any of the services listed above.
Email: acogancpa@verizon.net Main phone: 862-812-6998
Accounting Services
From start-ups to established enterprises, businesses rely on accurate and understandable financial information in order to maintain profitability and encourage growth.
These services include but are not limited to:
- General ledger preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
We 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.
Income tax preparation (Individual or Business)
We will prepare your individual or business income tax returns professionally and accurately. We are available year- round to answer any questions that may arise. We will also help identify planning and potential tax-saving opportunities.
Advisory Services
Many of the services described on this page can also fall under Advisory Services. Whether you need a management level financial representative, some helpful tips on getting more out of your present accounting software, marketing plan, or IT environment, CoganWorks can be an economical resource.
Part-Time Chief Financial Officer/Controllership
We can attend Board meetings, evaluate new opportunities and give you a sounding board for financial decisions. We can help supervise any staff that are currently performing accounting functions, or train staff to enter transactions, perform bank reconciliations etc. If you have an outside auditor, we can be your representative and help prepare for the audit thereby reducing audit fees.
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 use it properly. We don’t just help you use the software – we help you use it more efficiently and more effectively for your particular business and its needs. CoganWorks offers the following solutions:
Personal Training- We train you or your staff to whatever level you require. We will not just give instructions, but will answer the ‘why’ questions so that you are able to get past any unusual situations.
Installation- We install QuickBooks on your stand alone computer or in a network environment.
Setup- We assist new QuickBooks users with initial setup and 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.
Examination- Our QuickBooks examination service helps companies that have nonaccountants perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This examination ensures that you receive timely, relevant and reliable financial information. We 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. Exams may be conducted at any time, but monthly checks provide you with up-to-date information and feedback about your business.
Business Plans
Business Plans play an important role in any business, but they can be daunting for small businesses. CoganWorks has experience preparing plans for small businesses that are actually usable and economical. No one can predict the future, but we can all benefit from planning for it. We have expertise and experience that combined with an informed understanding of your business, will help produce financial projections that allow you to manage your business and spending. Depending on your needs, our work can range from top-level reports to detailed financial models.
Entity Selection
Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, we can advise you on choosing an entity type.
IRS/State Notice Resolution
As a CPA, Alison C. Cogan, CPA is an authorized IRS representative, and can help to respond appropriately to any IRS or State notices. Should the need arise, our ability to respond timely year-round is imperative to a positive outcome.
Personal Budgeting
If you are unsure of your financial situation, or know you need a tune-up, we can help address your personal budget. No one can predict the future, but we can all benefit from planning for it. Budgeting can help you minimize your debt and identify your long-term goals.
Bookkeeping/Write-up
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. CoganWorks can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business. We can also help you cut costs by training staff to do this function properly.
Other Professional Services
CoganWorks specializes in working with individuals and small businesses. The areas noted above are 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, contact us with your request. Through an extensive network of professional relationships, we can assist you in finding the right expert so that your goals are achieved.
Email: acogancpa@verizon.net Main phone: 862-812-6998