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| Kiplinger & Co. offers a wide range of services to our individual and business clients - in a variety of industries. Below we have listed industries served and the services that we offer to our clients, along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service or industry if you do not see it listed. |
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| (Click Service Title For Details) |
SERVICES - Accounting |
| Kiplinger & Co. has earned the respect of clients and professionals in related fields by consistently providing reliable, timely, and insightful services that make a positive difference. Some of the accounting services we offer include:
If you are a small business owner without enough time to keep your own books, we can perform the following monthly or quarterly tasks for you:
Our accounting services include:
These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services. |
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SERVICES - Assurance |
When would I use assurance services?
In today's fast-moving business environment, it simply isn't enough to only offer a review of historical financial statements. Now, accountants must look beyond the numbers to identify areas where a business can improve internal controls, increase efficiency and enhance business systems and processes. Monitoring business operations is a key to any organization’s success. Kiplinger & Co. provides accounting and assurance services that meet third party requirements and also provide objective analysis which management can use to understand financial conditions, identify risks, and manage resources. We can look beyond the historic numbers to learn more about the company and its business, and bring our objective view to management. Business owners can use this information to manage their businesses more profitably and, as a result, increase the value of their companies. 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. 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. Agreed-Upon Procedures A cost-effective alternative to an audit is an agreed-upon procedures engagement. While more limited in scope than a comprehensive audit of financial statements, an agreed-upon procedures engagement offers the flexibility for a business owner to determine the tests, procedures, and scope of work required based on the particulars of a situation. Whether for transaction support, due diligence, internal controls evaluation, policies and procedures compliance assessment, or balance evaluation of accounts such as receivables and inventories, agreed-upon procedures engagements provide a cost-effective, risk-based focus for inquiry and testing. |
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SERVICES - Consulting |
| Accounting Software Installation and Support Think about the benefits of having someone who understands both the accounting and computer technology! Many small business owners realize they need accounting software. But quite often, how to implement your accounting system on that software can be at the same time both confusing and daunting. Kiplinger & Co. will help you evaluate which accounting software solution best fits the needs of your company. Then we will help you get your accounting system setup and running - quickly, efficiently and economically. And finally, we will be there for you when you have questions, or need specific training or assistance with special problems. Look to Kiplinger & Co. for complete client care in the selection, implementation, and ongoing use of your accounting software. Supported Software Systems include:
Business Plan Development The preparation of a written business plan is not the end-result of the planning process. The realization of that plan is the ultimate goal. However, the writing of the plan is an important intermediate stage - fail to plan can mean plan to fail. For an established business, it demonstrates that careful consideration has been given to the business's development, and for a startup it shows that the entrepreneur has done his or her homework. The plan allows you to... 1. Identify and describe the target customer profile, features, advantages and benefits of your new venture, product or service. 2. Justify that your plans are credible by fully researching the need being filled with your new venture. 3. Develop marketing plans including full descriptions of targeted promotional campaigns with implementation timelines. You also get to examine market conditions, the nature of your customers, as well as your competitors, sales potential, and projected results of your promotional campaigns. 4. Develop staffing plans including identifying the key players, skills, attitudes and expertise needed to build the venture. 5. Develop management plans including full descriptions of management systems and timelines for implementation. 6. Develop financial plans including projected startup costs, operating costs, revenue, profits, and break-even analysis for the first 3 to 5 years. Projected financial plans allow you to effectively predict upcoming problems, or prevent them. In other words, the perspective gained through your Strategic Business Plan can make a significant contribution to your company's success, and help you get the funding you require. In fact, most lending institutions and private investors will not even talk to you without a solid financial plan. 7. Identify building and equipment needs including vendors and cost estimates. 8. Formulate company milestones including timelines for upcoming products and services in development. A business plan should be a realistic view of the expectations and long-term objectives for an established business or new venture. It provides the framework within which it must operate and, ultimately, succeed or fail. For management or entrepreneurs seeking external support, the plan is the most important sales document that they are ever likely to produce as it could be the key to raising finance etc. Preparation of a comprehensive plan will not guarantee success in raising funds or mobilizing support, but lack of a sound plan will, almost certainly, ensure failure.
Cash Flow and Budgeting
Debt and Finance Advising
Employee Benefits, Pension, and Profit-Sharing Plans
Forecasts and Projections
Strategic Planning |
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SERVICES - Tax Planning & Preparation |
| Most accounting firms can competently prepare a business or personal tax return. If you are looking for the lowest-cost provider to file your taxes, Kiplinger & Co. is probably not the right firm for you. We take a creative approach to tax planning, and the Kiplinger & Co. team constantly look for opportunities to save tax dollars. Thinking about making a major capital purchase? Perhaps the equipment you plan to buy qualifies for a special tax credit. Making the purchase in the current year may produce a more favorable deduction benefit. Clients turn to us for consultative business and personal tax advice that helps them better plan for the future, manage costs, improve efficiency, and achieve greater profitability. We take a long-term view of the tax-planning process. We do not simply look at your current tax filings. We ask in-depth questions about your business and personal plans to help you make better financial decisions today and in the future. For our clients who are family-owned or closely-held corporations, business and personal tax planning is often interrelated. Many business owners may pay higher taxes than necessary because they haven’t properly coordinated their business and personal tax plans, which require professional assistance in both concept and form. By providing this service we can help you minimize your tax liability and achieve both your business and personal financial goals. Our Tax Services include... • Income tax planning • Individual and business tax returns • Estate and gift tax planning • Payroll taxes • Overall tax strategies • Business divestiture planning • Tax appeals • Representation with tax authorities • Tax return analysis and preparation strategies
If you'd like to receive more information about our Tax Services, please call us at 440-238-0222. |
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SERVICES - Estate & Trust Tax Preparation |
| Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Kiplinger & Co’s 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 disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any any complications to deal with during a time of loss. Our services include:
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SERVICES - Financial Planning/Wealth Advising |
| We define wealth management as an unequivocal commitment to fully integrated, comprehensive planning delivered in a way that is truly independent, operating in a fiduciary, fee-only manner. Ours is sophisticated investment management, together with advanced planning and personal counsel – a holistic approach to your financial life. During the Wealth Optimization process, we explore the following steps:
Preserving your assets requires detailed strategic planning. In order to maximize your net worth and minimize your tax burden, you need to be able to rely on consistent and effective guidance that will offer the best solutions to connect you with your financial goals. Specifically we help you...
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INDUSTRY FOCUS - Closely Held & Family Businesses |
The professionals at Kiplinger & Co. recognize that each closely held and family business owner faces unique challenges and opportunities. Our business advisors are committed to providing these clients with the specialized expertise they need to successfully manage their companies. We continually provide clients insight and advice about complex business areas, including:
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INDUSTRY FOCUS - Community Associations |
The professionals at Kiplinger & Co. understand the issues and dynamics of condominium and homeowner associations and can help their boards solve problems and manage their fiduciary responsibilities. We know that serving on an association’s board is often a thankless duty wrought with lack of participation from member/owners until something goes wrong. We continually provide boards with insight and advice about community association operational, financial, and management issues including:
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INDUSTRY FOCUS - Construction |
The professionals at Kiplinger & Co understand construction and can help business owners and executives solve problems and achieve their goals in this dynamic industry. We know that construction companies work under tight profit margins and that controlling overhead expenses is key to long-term success. Kiplinger & Co.’s business advisors offer specialized expertise to help clients address profitability needs as well as solve other business problems. We provide insight about various issues affecting construction companies, including:
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INDUSTRY FOCUS - Manufacturing & Distribution |
| The professionals at Kiplinger & Co. understand the manufacturing and distribution business and can help business owners and executives solve problems and achieve their goals in this competitive industry. Our mission is to partner with our clients to help them achieve their competitive best. Our goal is to help our clients serve their customers better, manage operations more efficiently and plan for the future with improved profitability and sustained long-term growth. Kiplinger & Co.'s Approach Manufacturing and distribution companies have a high level of intellectual capital and industry expertise within their staff that can be used to make continuous improvements. Our consulting approach is to harness this expertise and facilitate solutions to increase productivity and profits. We help our clients tailor solutions that work for their individual situation instead of squeezing them into a prepackaged solution. Manufacturing & Distribution Services Accounting and Consulting
Taxation
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INDUSTRY FOCUS - Real Estate |
Real estate companies need specialized expertise to help them stay abreast of the latest developments in this dynamic industry. The professionals at Kiplinger & Co. advise various clients, from real estate developers and investors to property managers, so they can achieve ongoing success. Kiplinger & Co.’s business advisors have significant and diversified experience in the real estate industry, and we have close working relationships with key industry players, such as real estate lawyers. Our professionals continually provide insight into various issues affecting the real estate industry, including:
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INDUSTRY FOCUS - Professional Services |
The professionals at Kiplinger & Co. understand the opportunities and challenges of working in a professional services environment because we operate as part of the industry everyday. We’re committed to providing professionals in service industries with the specialized expertise they need to manage a successful business. Our most seasoned business advisors can assist companies with decision making about complex business issues, including:
Maintaining smooth operating processes is key to the success of professional services companies. We assist clients with all aspects of business operations, including:
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