Services

At H.K. Campbell & Company, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

H.K. Campbell & Company's financial statement services comprise multiple levels of assurance depending on your company's needs.

Audits

An audit is the highest level of financial statement assurance service with an opinion of the fairness of the presentation. It is conducted in accordance with Generally Accepted Auditing Standards (GAAS). An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statements presentation. An audit satisfies external reporting requirements for lending institutions and regulatory agencies.

Reviews

A review is the next level of assurance service. A review is conducted in accordance with Statements on Standards for Accounting and Review Services issued by the AICPA. A review consists principally of inquiries of company personnel and analytical procedures applied to financial data. It is a procedures driven engagement with limited assurance provided regarding the financial statements. It is substantially smaller in scope than an audit.

Compilations

A compilation is the lowest level of assurance service. A compilation is conducted in accordance with Statements on Standards for Accounting and Review Services issued by the AICPA. A compilation is limited to presenting, in the form of financial statements, information that is the representation of management.

Agreed Upon Procedures

General audit procedures and methodology cannot always be administered with the plan for providing an audit opinion. In many instances, clients (or their banks) want to focus audit-type procedures on specific accounts to address specific risks and keep audit fees low. In an agreed-upon procedures engagement, we work with our clients to identify and perform set procedures to assist our clients in evaluating certain subject matters based upon their needs.

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. H.K. Campbell & Company, Inc.'s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. H.K. Campbell & Company, Inc. can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

At H.K. Campbell & Company, we focus on building close client relationships that add long-term value. This includes 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.

These services include but are not limited to:

• Entity selection and restructuring
• Expansion planning, acquisitions and sales
• Business succession
• Financial projections and forecasts
• Cash flow enhancement
• Loan packaging (we have excellent, long-term relationships with bankers)
• Litigation support and expert testimony

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. We can help train your personnel, setup your QuickBooks, provide support, and review your transactions, accounts and reports. In addition, we can host your QuickBooks in the Cloud and help you use the software more efficiently and more effectively.