Derek also assists with providing tax training and ongoing mentoring to YHB staff members. As an advisor to many prosperous families, Jim specializes in helping clients integrate tax planning with investment decision-making to achieve their financial objectives. He is particularly proficient in trust and estate administration and taxation, and in developing tax-saving asset protection and wealth transfer plans. In addition to advising clients about the financial aspects of estate planning and administration, Jim provides empathetic support for dealing with the family issues involved. Shelley’s experience includes all aspects of bank taxation compliance and consulting. Shelley’s unique combination of bank audit and tax experience is an asset to the team. Shelley is a graduate of Shepherd University and regularly leads bank tax training for our staff and clients.
QuickBooks also offers advanced certifications for those who want to more thoroughly master the company’s systems. Intuit QuickBooks experts lead the advanced training courses, following which you must pass an additional exam. Your advanced certification credential significantly raises your credibility, further increases your facility with the QuickBooks systems, bookkeeping and enables you to improve your clients’ experience and grow your practice. The accounting team is put under the guidance of the QuickBooks ProAdvisor who trains them to rectify tax mistakes, deductions, and credits. Through their professional support, accountants can work on payment processes, profits & losses, and other accounting operations hassle-free.
Working with clients in such a close role is not one that Brian takes lightly. While the importance of being technically sound is always a priority, it is not lost on Brian the reason we do what we do – people. Brian’s goal is to develop a lasting relationship with each client that moves beyond compliance to providing real solutions that deliver peace of mind.
As your company expands, working with a QuickBooks professional can institute best practices for money management and ensure tax efficiency and cash flow optimization with lesser efforts. A QuickBooks ProAdvisor needs to stay updated on all kinds of tax and federal changes and accounting upcoming regulations. He/she constantly monitors accounting rules and regulations that help to keep the accounting operations on an accurate path. The business owners can tailor their company’s objectives according to the changed laws brought and reviewed by the specialist.
Wesley is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, and the Construction Industry CPAs/Consultants Association. Greg excels in Employer And Tax Information working with high net worth families who have multiple business and investment entities that require a combination of tax planning, estate planning, succession planning, and business valuation services.
They provide you with a better understanding and interpretation of your company’s financial status which further enables you to keep track of business’s cash flow and tax revenue. Performance evaluations based on specific parameters from the accounting expert can save you both money and time.
QuickBooks Capital Flexible business funding for your clients, right through QuickBooks. Once we understand the goals and needs of a client, the next step is to develop a workflow and system to meet those objectives. The final step is to establish a procedure manual that can be used to maintain the accounting operation and train staff.
We are not only certified to set-up, train and troubleshoot QuickBooks software, but our day-to-day accounting experience will help your business stay on track. Our ProAdvisors not only have expertise in QuickBooks, but they also have knowledge of accounting and tax preparation. Be a trusted accounting and QuickBooks advisor and consultant to our clients. Work with clients to implement QuickBooks and other financial software. To help clients develop effective tax and estate plans, Elaine takes extra measures to learn about their goals, circumstances, and needs, particularly any that may require special financial strategies. She strives to come to a full understanding of family relationships and issues that may affect the planning process, and to work through them to achieve consensus about the plans she helps develop. After assisting with plan implementation, Elaine keeps in contact throughout the year to help clients stay on top of their finances and make sure their plans are on track.
During that interim year, he studied for and passed all four parts of the CPA exam and joined the AICPA and VSCPA. Alex began his YHB career with the bank audit team but has transitioned to the tax department out of the Middleburg office.
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But, the process of advanced certification began well before the modules. First, Brooke completed the QBO Certification exam to achieve ProAdvisor status. Factoring in homework, training courses, and supplemental guides, these modules require hours to complete. Essential Business Services uses a combination of one-on-one training and “homework” sessions that use the company’s real-time transactions as training material. This strategy has proven very successful as it allows our clients to receive in-depth QuickBooks training without falling behind in their bookkeeping tasks.
Posted by: Catherine Shu