Bedard & Company, PC provides a wide range of services to individuals and businesses in a variety of industries. At Bedard & Company, PC, 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 planning and filing requirements can be complex and are constantly changing. Business transactions and investment decisions made throughout the year are driven by tax implications. Proper planning is essential to obtain the optimized result and we at Bedard & Company, PC are prepared to assist our clients in all aspects of their businesses. The tax planning and compliance services we provide include:
- Corporate, partnership and individual tax return preparation and planning
- State and local tax preparation and planning
- Estate and gift tax preparation and planning
- Not-for-profit tax preparation and consulting
- Employee benefit plan tax preparation
- Representation before the IRS or other tax authorities
- Business and ownership structure and planning
- Retirement planning
- Payroll, sales and use tax reporting Request information about Tax-Management-Services below
Assurance services include accounting services which are performed with the standards set forth by the American Institute of CPAs. Our goal is to provide accurate and objective information and analysis required to make decisions. The assurance services we provide include:
- Reviews and compilations for closely held companies
- Agreed upon procedures
- Due Dilligence
- Write-up services
All businesses go through various stages in their life cycle. Whether your business is a newly formed start-up, growing rapidly or well established, we can assist to provide problem solving, practical solutions and objective advice to improve the performance and success of your business. The management advisory services we provide include:
- Due diligence in merger and acquisitions
- Analysis of capital structure and assistance in securing equity capital, mezzanine debt or senior debt
- Forecasts and projections
- Serving in the role of part-time chief financial officers
- Development of accounting and internal control systems
- Evaluation, selection and implementation of accounting software
- Training and consultation for client accounting personnel
- Litigation support services to attorneys and their clients
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Bedard & Company, PC'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 distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.Request information about Estate-and-Trust-Planning-and-Tax-Preparation below
Bedard & Company, PC litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.Request information about Litigation-Support-and-Forensic-Accounting below
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.
Bedard & Company, PC offers the following solutions to help meet your QuickBooks needs:
We train you personally! Either one-on-one or several individuals within your organization at your company's location.
We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.
We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.Request information about QuickBooks-Accounting-Help-and-Assistance below
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Bedard & Company, PC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.Request information about Bookkeeping-Write-up below
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Bedard & Company, PC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.Request information about Entity-Selection-and-Restructuring below
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.Request information about IRS-Representation below
Bedard & Company, PC's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.Request information about Payroll-Services below
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Bedard & Company, PC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.Request information about Cash-Flow-and-Budgeting-Analysis below
No one can predict the future perfectly, but we can all benefit from planning for it. Bedard & Company, PC combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.Request information about Financial-Projections-and-Forecasts below
The range of needs for valuing businesses continues to widen, and Bedard & Company, PC 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 expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.Request information about Business-Valuation below
Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Bedard & Company, PC can provide professional know-how to help you successfully structure and negotiate the deal. Bedard & Company, PC employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.Request information about Mergers-Acquisitions-and-Sales below
Whether your needs are corporate or personal, Bedard & Company, PC's professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.Request information about Debt-and-Finance-Advising below
Our experience with the taxation of United States companies doing business abroad and residents working abroad as well as foreign corporations doing business in the United States or foreign citizens working in the United States has provided us with an extensive base of knowledge in the area of international taxation.Request information about International-Taxation below