Burt & Company CPAs, LLC
Assisting you through the important changes in your life and business.
Check Ups

As a business owner, we know you have a lot on your plate.  We have developed a series of "Check-Ups" to give you a cost effective way to keep an eye on the most important, and often times overlooked, areas of your business...

TAX CHECK UP:  Risk exposures, IRS scrutiny, penalties, audits, contingent liabilities...  Are you operating in compliance with these key tax reporting areas?  Our Tax Check Up will review these key areas for reporting risk exposures, penalties, and contingent liabilities to be sure all financial procedures are in place for future growth and profitability.

For $999, the Tax Check Up will review:

  • Tax Reporting Compliance
    • W-2
    • Income
    • NM Gross Receipts
    • 1099
  • Payroll Reporting
  • Tax Credit Review
  • Multi-State Reporting
  • Contractor vs. Employee Status (i.e., Worker Classification)
  • Executive Compensation Plans
  • Fringe Benefits

You'll receive a reporting outlining our findings and recommendations.

FRAUD/FORENSICS CHECK UP:  Is your company at risk for internal theft or abuse?  Are your current policies, procedures, and internal controls adequate for protecting you?  The Fraud/Forensic Check Up will look at a variety of key policies, procedures, and internal controls to assess if your organization is protected, before it's too late.

For $999, the Fraud/Forensics Check Up will review:

  • Management & Organization Control Structures
  • Cash Internal Control Structures
  • Company Credit Card Review
  • Bank Reconciliation Review
  • Security of Business Assets
  • Payroll Related Fraud
  • Specific Business Related Considerations

 You'll receive a reporting outlining our findings and recommendations to improve the security of your company and protect yourself against fraud.

GENERAL BUSINESS CHECK UP:  Do you wonder how your business measures up to the competition?  Are you on track to have an entity that can be sold?  Is your exit strategy realistic?  Are your profit margins where they could be?  Our General Business Check Up will answer those questions and much more by analyzing your key business metrics and providing a roadmap to guide you through the "new economy".

3 Areas = $999 or 6 Areas = $1,500 The Check Up will review:

  • Strategic Planning
  • Business Interruption Plan
  • Succession Planning
  • Risk Management/Overview
  • Financial Reporting Overview
  • Recordkeeping
  • HR Overview

You'll receive a report outlining our findings and recommendations.