Jim Gage & Co., C.P.A.'s L.L.P.
Certified Public Accountants
 

 

We offer a wide range of services to our individual and business clients.  Below we have listed the services that we offer to our clients along with a brief description.  This list is by no means all-inclusive so please feel free to inquire about a service if you do not see it listed.

 

Accounting Services

We offer a complete range of accounting services to meet your needs for all types of entities.  Meaningful financial records keep your business running more efficient by keeping you informed. We provide a full range of cost effective accounting services including the following:
  • Bookkeeping (Monthly, Quarterly, or Annual)
  • Financial statement preparation
  • Accounting system and/or software setup for new and existing businesses
  • Computerized payroll services
  • Personal financial statements

 

Consulting on QuickBooks® software

Greg Penning, CPA can assist you with QuickBooks® Accounting and QuickBooks® Point of Sale Software setup, tune-up of your existing system, and provide training in all phases of QuickBooks® Accounting and QuickBooks® Point of Sale Software.  QuickBooks® Accounting Software provides the records needed for tax preparation and detailed information on income and expenses as well as creating quality and relevant financial reports.  QuickBooks® Point of Sale Software is affordable, easy-to-use retail software that replaces your cash register and allows you to track inventory, sales and customers.  For your QuickBooks financial software and QuickBooks Point of Sale software needs contact Greg Penning in our Algona office.  Greg has been working with QuickBooks since 2000, a Certified QuickBooks® ProAdvisor (SM) since 2003 and a Certified QuickBooks® Point of Sale ProAdvisor (SM) since version 4.

 

 Audits, Reviews, and Compilations

We provide reporting on all three levels of assurance of financial statements for many entity types.  These services include reporting from third-party for specified uses to management-only use to improve or monitor your operation.

 

Consulting Services

We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. We gauge our worth by the personal and business successes of our clients. The following is just a few of the many consulting services we can provide:

  • Accounting software selection, installation, and training
  • Asset protection
  • Buying and selling a business including business valuations
  • Cash flow forecasting
  • Estate, trust & gift planning
  • Entity Selection
  • Expert witness services
  • Litigation support
  • Mergers & acquisitions

 

Income Tax Planning and Preparation - Business and Personal

We provide quality tax consulting and preparation services for all sizes of businesses and individuals of all income levels.  We are always looking for ways to help clients plan and implement tax savings ideas based upon the latest tax laws.  Our experienced tax professionals are dedicated to creating value-added tax ideas while completing your many tax filing needs on a timely basis.

 

IRS representation

With over 30 years of experience dealing with many taxing agencies, we are ready to properly represent you and work with the many tax authorities.

 

Payroll and Sales Tax Services

We offer a wide array of payroll and sales tax services from full function payroll and accounting services to quarterly or annual tax form preparation or training.