JAMES R. WHITTEN CPA PLLC is a full service accounting firm in LEXINGTON, KY, offering a broad range of services for individuals, executives, independent professionals, small and mid-size businesses, partnerships, corporations, estates and trusts. We work closely with our clients to provide tax, financial, accounting and business management services.
Our goal is to provide personal service with a high level of expertise to our clients.
Our goal is to provide personal service with a high level of expertise to our clients.
Services
We take care of your books for you, so you can get back to the job of running your business and generating profits.'
It can even kill your business.
The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.'
It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.'
It can even kill your business.
The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.'
It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.'
When it comes to paying employees, laws and the IRS have made the payroll function a time consuming nightmare for the small business owner.
Small business owners spend an average of eight hours a month performing payroll functions.
That's 12 full days a year that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing customers.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Small business owners spend an average of eight hours a month performing payroll functions.
That's 12 full days a year that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing customers.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
A Strategic Business Plan is much more than a tool to obtain financing.
If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.
It can ensure that your key leaders are all on the same page, and keeps both management and staff focused on the tasks at hand.
The Strategic Plan provides a blueprint, describing your company, its products, the competitive environment, management team, financial health, and business risks.
If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.
It can ensure that your key leaders are all on the same page, and keeps both management and staff focused on the tasks at hand.
The Strategic Plan provides a blueprint, describing your company, its products, the competitive environment, management team, financial health, and business risks.
If you own a family business, retirement isn't simply a matter of deciding not to go into the office anymore.
You've got some critical questions to answer like.
The family dynamic complicates the whole transition because of the relationships and emotions involved.
Most people are not comfortable discussing topics such as aging, death, and financial affairs.
Comfortable or not, succession planning should be a priority for any family business considering that more than seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes or family discord - or both.
You've got some critical questions to answer like.
The family dynamic complicates the whole transition because of the relationships and emotions involved.
Most people are not comfortable discussing topics such as aging, death, and financial affairs.
Comfortable or not, succession planning should be a priority for any family business considering that more than seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes or family discord - or both.
We can help you setup and maintain your non-profit organization's tax-exempt status by handling all the IRS reporting for you.
Income Statement with very specific revenue and expense categories like donations, salaries, postage, rent.
Functional Expense Statement with all the expenses allocated to either program services, fundraising, or operations.
Individual Program Expense Statement that reports all of the expenses for each program or service like seminar programs or educational mailings.
Revenue Support Schedules that detail the organization's sources of income in specific categories like charitable donations, membership fees, investment income.
Income Statement with very specific revenue and expense categories like donations, salaries, postage, rent.
Functional Expense Statement with all the expenses allocated to either program services, fundraising, or operations.
Individual Program Expense Statement that reports all of the expenses for each program or service like seminar programs or educational mailings.
Revenue Support Schedules that detail the organization's sources of income in specific categories like charitable donations, membership fees, investment income.
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