Client Services – BUSINESS 911
Common urgent requests which leverage our strengths at Morley & Associates Inc. include:
Tax and filing issues
I am in the process of selling my business and I have suddenly realized I may trigger some capital gains problems. I need someone with an understanding of tax and business structures to help me assess my options to minimize the tax issues.
Husband died
My husband has died and I need a general manager to run the business in the interim. I need someone who can quickly learn the family business and hold it together for a few months while I hire a fulltime general manager.
Firing staff
We need to get rid of the bookkeeper who is making a mess of things. I need someone to help me do this properly and clean up the mess until we can hire a new bookkeeper.
QuickBooks
I am having difficulty processing certain transactions, like contract holdbacks on QuickBooks. I want a person who is not only qualified as an accountant but is also an expert in using QuickBooks.
Banker calling the loan
My banker called to tell me I did not have sufficient funds in the bank. I don’t need this. I have been in business for years and never had this problem. I need a professional who can look at my numbers and fix this problem and get my banker off my back.
Partner dispute
My partner wants to grow the business and I am happy with things as they are. We need a professional who is a good facilitator and business advisor to help us work out how we can meet our different needs.
Board of director conflict
Our board of directors has different views on strategic issues. We need a way to resolve this issue and get on the same page as soon as possible. I need someone who is big picture person with a quick process to get us focused.
Quarterly review of books
I have a bookkeeper but I would like a qualified accountant to review the books on a regular basis to make sure everything is right.
Hiring Staff
I am hiring staff for the first time. I need someone to tell me what I need to know about payroll.
For more details contact Theresa Morley CA at 1.888.687.3181
