Services

What I do

ACCOUNTING SOFTWARE SYSTEMS

Our Process:

Analysis and Selection


We engage with your entire accounting department to thoroughly evaluate your current processes and methodologies. By identifying strengths and pinpointing areas for improvement, we recommend software solutions that address your current needs while enhancing efficiency and reliability.

Integration with Other Software Systems


Modern middle-market and enterprise-level software often feature open-source capabilities, enabling seamless integration with other applications. By connecting accounting software with databases and other tools, we streamline operations, reduce overhead costs, eliminate duplicate efforts, and minimize data entry errors.

We recommend off-the-shelf accounting software that best aligns with your requirements, ensuring:

  • Accessible technical support
  • Regular updates and upgrades
  • Cost-effectiveness compared to enterprise software



Additionally, we offer solutions that handle multiple currencies, export data to spreadsheets, and operate in multiple languages, ensuring global compatibility.

Standardization of Systems


Working directly with your finance team, we establish:

  • A universal standard chart of accounts
  • Comprehensive policy and procedure manuals


This standardization facilitates:

  • Consistent reporting methods
  • Efficient data consolidation from global sources
  • Error reduction and timely reporting
  • Lower overhead costs through streamlined processes

 

Installation and Implementation


Once the ideal software and configurations are selected, we oversee the implementation process, which includes:

  • Training your staff on-site or at a training center to ensure proficiency
  • Collaborating with your IT department or partnering with an external IT firm for seamless network and hardware integration


By combining technical expertise and hands-on training, we ensure the successful adoption of the new system within your organization.

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Tax Services

Individual Tax Services

At  JOYCE ROBERTS​  Associates, our team brings over 50 years of combined experience to the table, offering a proactive approach to tax compliance. We stay on top of the constantly evolving federal, state, and local tax laws and regulations to ensure your business remains compliant. Our professionals are well-versed in foreign asset and income reporting requirements, providing you with the expertise necessary to meet all tax obligations.

With a deep understanding of your core objectives, we are able to identify key tax planning opportunities. By leveraging these opportunities, we help minimize both your current and future tax obligations, positioning your business for continued financial success.

Controversy Tax Audit Defense

With the increasing information-sharing capabilities between states and the IRS, tax audits are becoming more prevalent. State authorities often initiate contact with business owners through a “Letter of Inquiry” to gather information on multi-state activities. These letters are typically precursors to audits. Many controversies can be resolved at the audit or administrative review stage by effectively communicating the facts and circumstances of the client’s situation to the taxing authorities.

JOYCE ROBERTS Associates is committed to helping you navigate the complexities of tax audits. We provide a comprehensive understanding of tax laws, positions, and policies held by taxing authorities.

Minimizing Risk Through Nexus Review

To mitigate your risk, we offer a nexus review, which quantifies your exposure by performing a state-by-state analysis of audit risk and potential liabilities. If exposure is found, we leverage our extensive experience in negotiating voluntary disclosure agreements to settle your liabilities—typically reducing them by 30% to 70% of the actual amount. Additionally, we ensure coordination of future compliance efforts to prevent further issues.

At JOYCE ROBERTS Associates, we aim to help you minimize risks and resolve tax audit controversies effectively, saving you time, money, and potential penalties.

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Financial Advisory

Associates CPA approach to business valuations is:


1. Understanding Your Business: We start by closely working with you to understand your operations and analyze historical financial data. Our goal is to gain an intimate knowledge of your business, so we can accurately assess what constitutes its value. This insight allows us to provide a well-reasoned, documented, and defensible valuation opinion.

2. Business Valuation Services We Offer:

  • Bankruptcy
  • Business Disputes
  • Buyouts
  • Divorce
  • Estate Planning
  • Financing
  • Gifting
  • Mergers & Acquisitions
  • Other Business Valuation Scenarios

Internal Audit & Risk Advisory Services (IA&RA)

Our Internal Audit & Risk Advisory Department’s organizational framework is built to navigate the three crucial lines of defense, all while maintaining independence. Our multi-disciplinary team of advisors acts as consultants, helping clients improve processes and internal controls. Combining the personal involvement of a trusted advisor with the vast resources of an expansive international network, we ensure a quick turnaround even for complex matters. We allocate top-tier talent and substantial resources to stay ahead of emerging issues and provide unmatched service. Our successful track record spans a variety of clients, including commercial entities, local and federal governments, non-profits, and businesses of all sizes and tax structures.

Our commitment to excellence means every project is handled with the highest level of professionalism, which is why we prioritize the expertise of our team over using client work as training opportunities.

At JOYCE ROBERTS Associates, we are honored to be entrusted with your organization’s audit and advisory needs.

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