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:
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.
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:
My financial statement services comprise of two levels of assurance depending on your company’s needs.
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 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.
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:
I train you personally! Either one-on-one or several individuals within your organization at your company’s location.
I install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.
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.
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.
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.
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.
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.
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.