Nancy Chapman McNamee - Poconos Certified Public Accountant

Description

Nancy Chapman McNamee, CPA is a full-service accounting firm, dedicated to providing clients with professional, personalized services and guidance in a wide range of financial, tax and business needs.

On this business listing, you will find information about my firm, including my list of services. I will also provide you with a link to our website where can can find online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites. Whether you are an individual or business, I have years of valuable experience assisting you with your accounting and tax needs.

Since 1984, Nancy Chapman McNamee, CPA has been providing quality, personalized financial and tax guidance to individuals and businesses. My expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements and tax and financial planning.

I am one of the leading firms in and throughout the area. By combining my expertise and experience, I assure that every client receives the close analysis and attention they deserve. My dedication to high standards and work ethic is the reason my client base returns year after year.

I welcome any questions or comments you may have. Feel free to contact me at any time:

Mission

Nancy-Mcnamee-CPA

My mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of my clients’ needs through research and sound analysis. I am dedicated to meeting these goals with high standards of excellence and professionalism. I have been a staple of the area’s business community for years, and pride myself on the level of esteem I have earned.

My dedication to hard work has earned the respect of the business and financial community in and around the area. I believe this to be a direct derivative of my talent and responsiveness to my client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Nancy Chapman McNamee, CPA receive competent and timely advice.

Services

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I provide a wide range of services to individuals and businesses in a variety of industries. I 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.

My professional services include:

Tax Management Services
Assurance and Advisory Services
Estate and Trust Planning and Tax Preparation
Litigation Support and Forensic Accounting
Bookkeeping/Write-up
IRS Representation
Payroll Services
Cash Flow and Budgeting Analysis
Business Valuation
Debt and Finance Advising
Accounting Services
Reviews and Compilations
Financial and Retirement Planning
QuickBooks Accounting Help and Assistance
Entity Selection and Restructuring
Computer Consulting
Employee Benefits, Pension, and Profit-Sharing Plans
Financial Projections and Forecasts
Mergers, Acquisitions, and Sales
Non-Profit Organizations

Tax Management Services

I guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. My expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. I am knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

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. My accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.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
Corporate tax planning and return preparation
Litigation support

Assurance and Advisory Services

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I focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help my clients face the myriad challenges of business planning and execution. My clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. My assurance services will improve information quality or its context, meaning more success for your business.These services include but are not limited to:

Reviews and compilations
Entity selection and restructuring
Accounting software selection, implementation, and support
Business valuations
Financial projections and forecasts
Debt and finances advising
Mergers and acquisitions
Transaction structuring and negotiations
Business succession

Reviews and Compilations

Nancy-Mcnamee-CPA

My financial statement services comprise of two levels of assurance depending on your company’s needs.

Reviews
Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations
Compilations are usually requested for internal purposes and are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustment to accounting records.

Estate and Trust Planning and Tax Preparation

Nancy-Mcnamee-CPA

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. My role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one’s estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

Financial & Retirement Planning

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My goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. I can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, I can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and I can help you to take the proper steps to reach your goals.

Litigation Support and Forensic Accounting

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My litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With my professional training in this matter, I can make sense of these records and transactions and get to your bottom line.

QuickBooks Accounting Help and Assistance

Nancy-Mcnamee-CPA

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.

I offer 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, in either single- or multi-user mode.

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.

Support
My QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, my support is not limited just to the software part of it, but I can also provide accounting and payroll assistance.

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.

Bookkeeping/Write-up

Nancy-Mcnamee-CPA

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

Entity Selection and Restructuring

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Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, I can advise you on choosing an entity type and later restructuring if advantageous. With my knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

IRS Representation

Nancy-Mcnamee-CPA

Professional representation can be vital during an audit, and my experience with tax authorities 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. I am ready and willing to answer any and all questions the IRS may be asking of you.

Computer Consulting

Nancy-Mcnamee-CPA

As technologies rapidly advance, companies increasingly need to update their computer systems. I can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems. As an expert in this field, I can put your computer problems at bay as well as improve your computer system’s performance taking into consideration any budget you may have.

Payroll Services

Nancy-Mcnamee-CPA

My payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Employee Benefits, Pension, and Profit-Sharing Plans

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Choosing and administering benefit plans for your employees is often a complex process. I can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company’s financial and business goals. I can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.

Cash Flow and Budgeting Analysis

Nancy-Mcnamee-CPA

Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. I 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. I can help you analyze your spending, re-balance 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. With my help and guidance, you will always be on top of your finances and ready for the future.

Financial Projections and Forecasts

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No one can predict the future perfectly, but we can all benefit from planning for it. I combine expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company’s success. I make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, my work can range from top-level reports to detailed financial models.

Business Valuation

Nancy-Mcnamee-CPA

The range of needs for valuing businesses continues to widen, and I can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. My expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

Mergers, Acquisitions, and Sales

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Business transactions and transitions are complicated affairs, and whether you’re buying, selling, or considering a potential merger, I can provide professional know-how to help you successfully structure and negotiate the deal. I employ careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With my expert advice, you can make the right business decisions for your business for optimum success.

Debt and Finance Advising

Nancy-Mcnamee-CPA

Whether your needs are corporate or personal, I 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. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, my expertise may be able to save you money and/or lower your payments.