Income Tax Preparation & More, in Copperas Cove, TX

From start-ups to established enterprises, businesses rely on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. John Lister, Inc., PC’s accounting services steer you closer to these goals with accurate record-keeping and reporting and support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit profit-sharing plans.

These services include but are not limited to:

• General ledger and financial statement preparation
• Bookkeeping (Monthly, quarterly, or annual)
• Accounting system setup and support
• Payroll processing
• Cash flow budgeting and forecasting
• Personal financial statements
• Employee benefit and profit-sharing plans
• Corporate tax planning and return preparation
• Litigation support

At John Lister, Inc., PC, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures, and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or context, meaning more success for your business.

These services include but are not limited to:

• Entity selection and restructuring
• Accounting software selection, implementation, and support
• Business valuations
• Financial projections and forecasts
• Debt and finances advising
• Mergers and acquisitions
• Transaction structuring and negotiations
• Business succession

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 questions the IRS may be asking of you.

Accurate record-keeping is essential to a successful business yet can also be complicated and time-consuming. John Lister, Inc., PC can help you with the organization and day-to-day tasks of bookkeeping to focus on your core business.

QuickBooks can provide useful and timely information in financial statements, reports, and graphs. However, it can only provide this information if you purchase the right product and then install, set up, and use it properly. We don’t just help you use the software, and we allow you use it more efficiently and more effectively.

John Lister, Inc., PC offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or with several individuals within your organization at your company’s location.

Setup

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 cannot generate and track important information due to inadequate design.

Support

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.

Review

Our QuickBooks review service helps companies with human resources 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, but monthly reviews provide you with up-to-date information and feedback about your business.

John Lister, Inc., PC’s payroll services can help you reduce the time spent on administration by developing and implementing a computerized payroll system that will facilitate processing, timely payment, and preparation of tax returns.

Choosing and administering benefits for your employees is often complex. John Lister, Inc., PC can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans to reward your employees and reach your company’s financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.

Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. John Lister, Inc., PC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow can make or break the business’s ability to survive. We can help you analyze your spending and re-balance your budget and debts for an optimal cash flow to support your business’ success. This balance plan would be revisited if and when were any significant 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.