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Nagy and Associates were recommended to me by a happy customer -- and have
proven vital to the success of Symbiosys Consulting. I first met with Dave
before the company was founded, and in the three years we have been
operating have become indispensable in the operation of my company. I trust
them completely to handle the financial management of the organization and
consider them vital partners in our future plans.
Stewart Belsham, President
/ Owner Symbiosys Consulting |
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Nagy & Associates,
P.A. is a young, aggressively growing CPA firm. Our success has
been a result of a strong commitment to client service. Good
service to us means:
- Taking client calls or returning calls and emails promptly
- Meeting deadlines early
- Clearly discussing expectations in advance so that the client is
not surprised with the outcome of an engagement
- Giving accurate upfront price estimates.
- Providing a detailed bill so that the client can assess the work
performed
- Being emotionally committed to helping the client succeed
Below is a summary of our services along with our focus for each
category
(click the images or category name for more detail):
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Bookkeeping & Controller Services
Main focus:
Provide useful management information to business
owner so that they can make informed business decisions
Continually dig for areas to cut costs
Comply with IRS and other regulators |
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Tax Services Main focus:
Dig for deductions through questioning, and tax research
Comply with IRS and other regulators
Efficiently prepare the tax return |
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Audit, Review & Compilation Services
Main focus:
Conduct a thorough audit at the lowest fee
Identify areas for improvement of internal systems and cost
reductions |
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Business Development Services
Loan Acquisition Services Main focus:
Identify challenges before approaching the bank
Provide client with the guidelines for getting the business
started
Incorporation Services Main focus:
Advise the client on the best entity solution for tax and
business strategy purposes
Prepare the incorporation documents in a timely manner
Plans, Budgets, and Key Performance Indicators
Main focus:
Help the client identify strengths, weaknesses,
opportunities and threats |
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Is your Accounting staff saving you money?
Our Bookkeeping and Controller services are crafted to deliver
useful financial information such as budgeted cash flow, and
timely profit & loss statements. We look at performance indicators
and advise clients on management issues such as hire versus
contractor, expanding out-of-state, and financing.
We work to save you money by identifying less expensive vendors
and inappropriate charges.
Back to Services Summary ^
Did your last tax return yield the best result?
Planning is essential to proper tax preparation. Our tax
professionals get to know you and your situation. We have the
ability to map strategies that minimize federal, state, and local
taxes — and the knowledge to keep you informed of new and upcoming
laws that may affect you.
Back to Services Summary ^
Are your Audit Fees up 20% this year?
Our comprehensive service is designed to minimize your audit fees
without diminishing the quality of the engagement. We achieve this
by:
- Keeping our firm overhead and costs low. This savings is passed
on to you.
- Focusing on job planning. We spend more time in the initial
phase — planning the audit. We are more informed when we approach
the audit, thus yielding efficiencies and cost savings.
- Using the best technology. By doing this, we can reduce or
eliminate much of the administrative duties, thus reducing staff
time.
- Delegating tasks in advance. We shift lower-level administrative
tasks to more junior accountants. This helps to reduce
higher-level professional time, thus reducing fees.
If you would like to save money on your next audit, please call
today to schedule a meeting. You will notice a difference with us.
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Is your Accountant helping you to build your business?
Loan Acquisition Services:
We work with you to determine the amount, term and structure of a
loan. We then assist you in finding a lender to fit your
circumstances and prepare the necessary applications, financial
information, and projections.
Incorporation Services:
Our incorporation service is consultative. We sit down with the
client and address planning around taxes, financing, ownership,
and business strategy. We then make a recommendation on the type
of entity to be formed.
Plans, Budgets and Key Performance Indicators:
Our firm will help you prepare cash flow budgets and financial
projections. We then help you to interpret your reports and
compare them to key performance benchmarks which apply to all of
the critical areas of your business.
Back to Services Summary ^
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