Services

Experience You Can Count On

Services

Ashe & Klinetop CPAs offers a wide range of services to our individual and business clients.  We are able to offer extensive experience to your complex business and individual situations and still give our clients personalized quality service. 

The services listed below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Business Valuation & Business Consulting

  • Business Valuations

    Business valuations can be used in many circumstances and offer information that basic financial statements cannot offer. We use our extensive experience to offer our clients valuable information that extends past the preparation of a report. Our experience in Business Valuations has been used to:

  • Assist with sales of businesses
  • Assist with purchase and structure of businesses
  • Obtaining financing for purchases
  • Plan for merger and acquisition
  • Development of an estate or financial plan
  • Creation of a succession plan
  • Transfers of businesses to employees
  • Mergers & Acquisitions

    Finding the right business partner for your company can be a difficult task. We assist clients during the merger or acquisition process by assessing such critical elements as tax considerations, product/service compatibility, competitive tactics and position, financial impact, and cash flow considerations.

  • Business Succession Planning

    Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

  • Estate Planning

    Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

  • Financial Planning

    A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. We offer referrals to highly skilled professionals that offer complex planning techniques.

  • Business Consulting

    We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

  • Debt & Financing Services

    Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

Business Valuations

Business valuations can be used in many circumstances and offer information that basic financial statements cannot offer.  We use our extensive experience to offer our clients valuable information that extends past the preparation of a report.  Our experience in Business Valuations has been used to:

  • Assist with sales of businesses
  • Assist with purchase and structure of businesses
  • Obtaining financing for purchases
  • Plan for merger and acquisition
  • Development of an estate or financial plan
  • Creation of a succession plan
  • Transfers of businesses to employees
Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.  Our staff has extensive experience with negotiation, structure, and marketing channels for business transactions representing both the buyer or the seller.

Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We assist clients during the merger or acquisition process by assessing such critical elements as tax considerations, product/service compatibility, competitive tactics and position, financial impact, and cash flow considerations.

 

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.  We offer referrals to highly skilled professionals that offer complex planning techniques.

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

 

Accounting Services

  • Reviews & Compilations

    We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

  • Review: some analytical procedures conducted with limited assurance
  • Compilation: based upon client information provided and used primarily for internal use.
  • Accounting Services

    Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Accounting system setup for new businesses
  • Business tax return preparation and planning
  • Personal financial statements
  • Litigation support
  • Financial Statements

    We can assist you in the preparation of your financial statements in accordance with professional standards. The financial statements produced can be a useful tool for management for making financial decisions.

Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on two levels of assurance:

  • Review – some analytical procedures conducted with limited assurance
  • Compilation – based upon client information provided and used primarily for internal use.
Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Accounting system setup for new businesses
  • Business tax return preparation and planning
  • Personal financial statements
  • Litigation support
Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards. The financial statements produced can be a useful tool for management for making financial decisions.

 

Tax Services

  • Tax Planning & Preparation

    Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. We have capabilities that extend beyond basic planning and preparation services. We guide closely-held businesses and owners to minimize its tax burden in order to free up cash flow for use in financial planning and growth strategies.

  • Estate & Trust Tax Preparation

    Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

  • IRS Representation

    During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

  • Tax Planning

    Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.  We have capabilities that extend beyond basic planning and preparation services.  We guide closely-held businesses and owners to minimize its tax burden in order to free up cash flow for use in financial planning and growth strategies.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

 

Questions?

Call us at 315.637.3195 or fill out the form below.

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