Certified Public Accountants & Entrepreneurial Consultants


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Experience That Counts . . .

Our Services
 


 

Many people don’t know if they need the services of a CPA because they’re not sure how a CPA, a bookkeeper, and a secretary or clerical staffer differ.  Here’s what you need to know:

 

Certified Public Accountant (CPA)

 

CPAs are highly trained and licensed professionals.  Only those who 1) possess an Accounting degree, 2) have passed a rigorous three-day licensing exam, 3) have worked the required period of time in the profession, and 4) continue education and training annually may call themselves CPAs.  CPAs offer much more than just bookkeeping and income tax knowledge – they can help business executives analyze and evaluate business operations to assure that goals are met on time and within budget.

 

Bookkeeper

 

Bookkeepers are trained in accounting theory and know how to properly classify items in an accounting system.  Often bookkeepers serve as scorekeepers, meaning they can capture historical information, but do not examine business operations in a proactive manner. 

 

Secretary or Clerical Staffer

 

Secretaries and clerical staff generally serve in a data entry function.  They often don’t know how to classify information they are given to enter, don’t understand the relationship between classifications, and don’t know what to do with information once it is entered.

 

 

We Offer Comprehensive Accounting Services

 

J. R. Helms & Associates provides the full range of accounting related services required by most individuals, businesses and associations.  Need additional services that don’t fall under the accounting and business consulting umbrella?  We can refer you to excellent legal, human resources, employee benefits, insurance, and marketing professionals who share our values and commitment to client service.

 

 

                    Here’s some of what we can do for you:

 

Taxes                                                       Financial Reporting

   Accounting / Bookkeeping                        Business Consulting

       Payroll & Payroll Taxes                           Client Representation

 

 

Tax Services

 

We provide individual, business, estate, and trust tax return services, along with associated services, including filing for extensions and amendments.  Concerned you’ve been paying too much tax?  Let us review your unique circumstances to identify any opportunities or deductions you may have been missing.  Want a refund faster?  As an IRS authorized "e-Filer", we can file your returns electronically.

 

 

Accounting / Bookkeeping Services

 

We can scale our bookkeeping services to your needs – whether you need us to handle your day-to-day bookkeeping, accounts receivable, and accounts payable or you need periodic help with just some activities, we can customize a program to fit your needs.

 

 

Payroll Services

 

Turn to J. R. Helms & Associates for payroll processing and payroll tax preparation services.  Many clients find that using our highly accurate services ends up costing less than the penalties they pay due to mistakes made when handing payroll and payroll taxes themselves.

 

 

Financial Reporting

 

J. R. Helms & Associates can provide three levels of financial reporting services:  1) compilation work that integrates the numbers you provide into one report, 2) a review that examines your books for mistakes or irregularities, and 3) the most comprehensive type of financial reporting, an audit, which ensures that your financial information is accurate and reliable.  All three services result in some level of GAAP based, industry standard financial statements.

 

 

Business Consulting

 

Many of our other services help clients get out of trouble after they’re already in it.  Our Business and Entrepreneurial consulting services work to prevent clients from getting into trouble in the first place, usually a much more cost effective approach.  Turn to J. R. Helms & Associates for help with tax planning, setting up and maintaining accounting systems, cash flow planning, business planning, employment & employee benefit issues, and so much more.

 

 

Client Representation

 

In the unfortunate event that you find yourself having to appear in front of the IRS or other taxing authority we can help you present your case in the most positive light and avoid mistakes that will cost you money.

 

J. R. Helms & Associates, P.C.
7960 Zionsville Road,  Indianapolis, Indiana  46268-1649
(317) 337-2980  ~  Fax (317) 337-2965

J.R.H.  ~  Just Remember Helms

Last Updated: August 2003 ~ Hit Counter