Bertolas & Pekula, LLC

certified public accountants

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Menu for Success

 

Software Consulting 

Having challenges with your QuickBooks or any other accounting software? Have one of our experienced accountants answer your questions on how to best utilize these popular programs. We offer training sessions that are tailor made to fit your business and this service can potentially reduce your tax preparation costs.

 

Financial Statements

Every business owner knows that they should be able to understand their financial statements, but few actually do. Not only will our CPAs will help you understand your financial statements, but they will also teach you use them to make better strategic decisions for your company. We meet with our clients for one hour each quarter to discuss.

 

New Business Startup

Do you know someone who is thinking about starting up a new business?  Our experts will guide them through the complex decisions needed to be made in order to avoid the pitfalls along the way. We offer a free consultation to all new business owners.

 

Payroll Processing

Allowing us to process your payroll, make tax payments and prepare your payroll tax returns ensures that your paychecks are calculated correctly, and that all Federal and State payroll tax filings and payment requirements are met. Your payroll can be processed for any number of employees on a payroll schedule that fits your needs. Pricing is based on the number of employees and your payroll frequency.

 

Bookkeeping

We offer full service bookkeeping to free up time in our client’s busy schedule. Our expert accountants enter and pay bills, create invoices and statements, receive payments, issue refunds and credits, and reconcile your checking account. All this for a very affordable cost. We even do the first time for free and then give you a quote for moving forward!

 

Financial Check Up

We review your Financial Statements and entries you have made during the year and make adjustments where needed. This service is great for “do-it-yourselfers” who want accurate info for tax planning and strategic planning decisions. It usually takes about one hour and we can come to your office site or have you bring your laptop or flash drive to our office.

 

Board Minute Preparation

Every corporate entity needs to hold an annual meeting of the board of directors. We review the activities your business had during the year and prepare the required Annual Board Minutes for your company. For as little as $99, you can have peace of mind knowing that you have the required documentation for your company.

 

Budgeting

Have our experienced CPAs develop a full financial budget in an easy to use and understand format. Our clients receive an invaluable planning tool to better understand the performance of their business. Total cost including two meetings is around $550.

 

Business and Personal Tax Preparation 

Experience peace of mind by having your business taxes prepared by our expert CPAs

 

Tax Planning

Utilize our CPAs expertise by experiencing a “no surprises” plan custom made for you

  

Independent contractor determination

Make sure to classify your workers correctly or you may draw the attention of the Department of Labor. New rules and significant penalties are being enforced more than ever, so make sure to get a review of your policies and the correct information to avoid employee vs. contractor issues.

Resources

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Want to talk or just see what we are up to?

Tel: 763.421.1819
Fax: 763.421.1093
[email protected]

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Office hours:
Tuesday-Thursday 8:00 am - 4:30 pm

6575 141st Ave. NW, Suite 200,
Ramsey, MN 55303

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