Kathleen Shaw, CPA
11233 Nall Ave Suite 100 Leawood, KS 66211
Tax Management Services
I guide my clients through a full range of tax planning and preparation decisions with strategies to minimize tax liabilities, maximize cash flow and stay on track with financial goals. My expertise and experience along with thorough research can optimize your tax and financial opportunities. Through many hours of continuing education, I focus on keeping up with the current changes in the tax laws.
Additionally, I provide professional representation during an audit and can handle other inquiries you might receive from a state or local tax authority. My experience with tax authorities enables me to guide clients’ interaction with federal, state and local agencies. If you have been chosen for an audit or received any type of correspondence requesting information , please contact me to discuss possible strategies to handle the situation.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. My accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup and recording transactions.
These services include, but are not limited to:
- General ledger postings
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
- Payroll processing
- Sales and use tax filings
- Cash flow budgeting and forecasting
- Corporate tax planning and return preparation
I can set up financial reports for viewing to streamline your business and save valuable time. These reports are important tools that can guide any business in making financial decisions, planning, and evaluating performance.
QuickBooks Accounting Help and Assistance
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 install, setup and use it properly. I don’t just help you use the software; I help you use it more efficiently and more effectively.
From personal training to setup and periodic review of reports, I offer many different solutions to help meet your QuickBooks needs.
Cash Flow and Budgeting Analysis
Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. I can help 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. I can help you analyze spending, rebalance budgets and/or debts for optimal cash flow to support the business’ success. This balance plan can be revisited if and when there are any major changes in the business structure. With my help and guidance, you will always be on top of finances and ready for the future.
Financial Projections and Forecasts
No one can predict the future perfectly, but everyone business can benefit from planning for it. I combine expertise and experience with a gained understanding of your business to produce financial projections that can help manage your business plan and spending. Forecasting for the future is imperative to a company’s success.