At James D. A. Holley & Co., the careful management of your finances is our top priority. We pride ourselves on giving you personalized and thorough service that meets your business or individual needs.
We provide a full range of tax and accounting services for our clients and offer consulting services for special needs.
Please see our areas of specialization for a listing of the types of services we are most frequently asked to provide.
Auditing
Auditing and attesting to the fairness and relibility of financial statements is the primary function of certified public accountants. Our objective is to assure that our client's financial statements are a fair presentation of their financial condition. We are aware of the responsibility that the profession places upon us in performing the attestation function, and we strive to maintain a high level of competence in this area. Our audit engagements consist primarily of banks and bank holding companies, other financial entities, construction companies, and not for profit organizations.
Tax Services
With the constant changing and increasing complexity of income tax laws, it is important to engage in tax planning and to select the most advantageous alternatives and strategies to minimize tax liabilities for our clients. We accomplish this through tax planning and consultation with our clients throughout the year. At James D. A. Holley & Co, we provide tax services for individuals, estates, and a wide range of businesses including LLC's, S-Corporations, and Non-Profits.
Looking for a little information right now? View the latest Tax and Financial News article in our Newsletter.
Accounting Services
Our accounting services include assisting the client with general ledger processing, bank reconciliations, and payroll and sales tax return preparation. We also compile or review financial statements for internal use by the client or when the client needs them for financial institutions or other outside parties.
Business Consulting and Management
At James D. A. Holley & Co., we can help your company learn to use its financial information more effectively. Our philosophy is that while it is important to produce accurate financial information, it is equally important to learn to use the information in business decision-making and management. We have helped many businesses become successful by utilizing their information to help them anticipate instead of react in business situations.
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.
We offer these services on both an ongoing and a special needs basis. Please call us for details on how we can fulfill your accounting needs.
Visit our set of Financial Calculators for quick answers on topics such as your IRA, investments, your child's college tuition, and your mortgage or credit card calculations.