Accounting & Auditing Services from Juliana N. Kennedy, CPA, LLC

Juliana N. Kennedy, CPA, LLC provides accounting & audit services to businesses, individuals, and non-profit organizations Nationwide. With over 35 years of experience in the industry, our staff offers comprehensive tax and accounting solutions tailored to each client's unique needs. Our services include tax planning, bookkeeping, auditing, and financial statement preparation and analysis. We take pride in offering personalized, quality services to all our clients.


Tax Preparation

Tax Preparation

Preparation of tax returns and filing of returns with the relevant government agencies:

  • Sole proprietors (Form 1040 Schedule C)
  • Individual tax preparation (Form 1040)
  • Partnerships (Form 1065)
  • S-Corporation (Form 1120-S)
  • Limited Liability Company (LLC) (Form 1065)
  • C-Corporation (Form 1120)
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Providing advice and guidance on financial and accounting matters.

For Deep Dive consultation and work on Accounting and Tax strategies for Business Owners and Real Estate Investors 


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Accounting Retainer Services

Accounting Retainer Services

Virtual CFO Services :

  • Business Accounting Services
  • Business & Personal Tax Preparation
  • Full Payroll Services
  • Bookkeeping services 
  • Part -Time Controller Services by monitoring your accounting records and making recommendations to help you grow your business.

We can also supervise your Accounting staff remotely.

Contact us to discuss your Accounting and tax needs 


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About US

We offer EXTENSIVE  services for a FLAT  FIXED RATE MONTHLY FEES.  Compared to other firms with High and hourly billing.

Our Extensive services include :

1. **Financial Assessment:**
   - Initial assessment of the client's financial situation.
   - Identification of financial goals and opportunities.
2. **Regular Bookkeeping:**
   - Monthly or quarterly bookkeeping to track income and expenses.
   - Organization of financial transactions.
3. **Tax Planning and Preparation:**
   - Proactive tax planning to minimize liabilities.
   - Accurate and timely tax return preparation.
4. **Real-time Financial Insights:**
   - Continuous monitoring and analysis of financial data.
   - Weekly or monthly updates on financial trends and opportunities.
5. **Dedicated Accountant:**
   - Access to a dedicated accountant for personalized support and advice.
   - Direct communication for quick responses to financial queries.
6. **Expense Tracking:**
   - Detailed tracking of business expenses.
   - Categorization of expenses for better financial management.

7. **Quarterly Financial Statements:**
   - Preparation and delivery of quarterly financial statements.
   - Performance analysis and insights.
8. **Tax Compliance:**
   - Ensuring compliance with tax regulations and deadlines.
   - Assistance with tax audits, if necessary.
9. **Business Performance Analysis:**
   - In-depth analysis of business performance.
   - Recommendations for improving profitability.
10. **Financial Education:**
    - Workshops or webinars on financial literacy and best practices.
    - Guidance on financial decision-making.
11. **Payroll Services (Optional):**
    - Payroll processing for the client's employees.
    - Payroll tax calculations and filings.
12. **Retirement Planning (Optional):**
    - Assistance with retirement account setup and contributions.
    - Retirement income planning.
13. **Financial Consulting (Optional):**
    - Consultation on investment opportunities.
    - Long-term financial planning.
14. **Software Integration (Optional):**
    - Integration of accounting software for streamlined processes.
    - Training on software usage.

15. **Client Portal:**
    - Access to a secure client portal for document sharing and communication.
    - Data privacy and security measures.
16. **Customized Reporting:**
    - Generation of customized financial reports based on client needs.
    - Graphs and visualizations for better understanding.
17. **Performance Metrics:**
    - Tracking key performance indicators (KPIs) relevant to the client's industry.
    - Regular reporting on KPI trends.
18. **24/7 Access (Optional):**
    - Round-the-clock access to financial data for clients who prefer it.
    - Instant updates on financial changes.
19. **Client Support:**
    - Responsive email and phone support.
    - Client inquiries addressed promptly.
20.  - Regular updates on financial opportunities to create     - Suggestions for optimizing financial decisions.

FAQ: Accounting , Tax preparation and strategy services

What financial services does your accounting firm provide?

Our accounting firm provides a range of financial services including tax preparation, bookkeeping, and financial statement analysis.

Do you offer payroll services?

Yes, we offer comprehensive payroll services to help you efficiently manage your employee wages, taxes, and compliance requirements.

Can you assist with business consulting and strategic planning?

Absolutely! Our accounting team can provide valuable insights and guidance regarding business consulting and strategic planning to help you achieve your goals.

Do you offer accounting software training and setup and if needed do you clean up past transactions?

Yes, we do offer Accounting software training and consultation. We can also clean up past transactions especially QuickBooks online and waveapps.

Strategic Planning and Advisory Services :

As a Certified Public Accountant (CPA) with over 35 years of experience, I specialize in consulting businesses on cash flow management, accounting procedures, and pre-audit preparation.
My focus is to help businesses achieve financial stability and growth through effective cash management strategies, streamlined accounting processes, and preparation for audits.
My capabilities include
Cash Flow Management:
 ● Analyzing cash flow patterns and identifying areas for improvement
● Developing cash flow projections and forecasting
● Implementing cash management strategies to optimize cash flow
● Advising on debt management and financing options

Meet the team

 As a Certified Public Accounting firm, we are dedicated to providing quality services to our clients. Our services include tax preparation, bookkeeping and accounting, payroll, financial planning, and more. We strive to provide services that meet all regulatory requirements while helping our clients reach their financial goals. We believe that our clients deserve the utmost respect, and our team works hard to ensure that each and every client is provided with the best service possible. Our team has years of combined experience and is committed to delivering the highest quality of service for every client.

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