Kuhlmann & Cook CPAs, LLC provide a wide range of services to individuals and businesses in a variety of industries. 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:

Tax Management Services

At Kuhlmann & Cook, we 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. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Accounting

Not all businesses need an annual audit. An annual compilation or review may provide your organization with the required information at a lower cost than a formal audit. Compilations and Reviews are conducted in accordance with professional standards for unaudited financial statements.

The Compilation function simply entails the preparation of financial statements based on information the client supplies in a format required by professional standards. Compilation is the most cost-effective method of obtaining financial statements.

The Review function on the other hand, entails an in-depth look at the individual accounts comprising the financial statements. While not as complex as an Audit, Review procedures are thorough and, upon their completion, allow us to make the statement that nothing came to our attention which would cause us to believe that the Reviewed financial statements are misleading. The use of our Compilation and Review services is continually growing, as many clients find that professionally prepared financial statements aid them in effectively managing their businesses and complying with loan covenants.

Bookkeeping and Write-up Services

Kuhlmann & Cook provides a full range of services for the business owner who does not have an in-house accountant. In addition, we offer support services for businesses who need monthly or quarterly assistance, such as:

  • Sales Tax Report Assistance
  • Cash Management & Bank Reconciliations
  • Analysis of Accounts
  • Accountants’ Review
  • In-house Reporting
  • Closing Books (Monthly, Quarterly & Annually)
  • Calculation of Accrued Expenses
  • Credit Card Reconciliation
  • Proper Account Classification
  • Workers Compensation Audit Assistance
  • In-house Financial Statements
  • Related Party Reconciliation
  • Depreciation & Amortization
  • Special Customer Services

Consulting

Small business owners trust Kuhlmann & Cook for advice in a variety of many business disciplines, including:

  • Organization of new business entities
  • Financial projections for potential business ventures
  • Assistance in obtaining bank financing
  • Budgeting and forecasting
  • Analysis of Lease vs. Buy decisions
  • Personal financial planning
  • Accounting systems consulting
  • Marital property settlements
  • Litigation services for financial, accounting or tax matters

Our goal is to provide you with a comprehensive set of financial services. Our consulting services complement the others we provide, further enabling you to attain your goals.

Business Valuation

The range of needs for valuing businesses continues to widen, and Kuhlmann & Cook, CPAs, LLC 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. Our expertise can help you evaluate entities for acquisition and guide you towards excellent business decisions.

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