With the annual federal gift tax exclusion, you can transfer substantial amounts free of gift taxes to your children and others. Small business owners find solutions to their financial concerns when they partner with us. Our experienced professionals' expert advice and consultation help clients become more profitable and efficient. We are a full-service CPA firm with over 30 years of CFO experience in small and midsize businesses.
Run a business for any length of time and the importance of cash flow becomes abundantly clear. If you're fortunate enough to own a vacation home, you may want to rent it out for part of the year. Studies have found that more people are engaging in online gambling and sports betting since the pandemic began. Here are some of the key tax-related deadlines affecting businesses and other employers during the fourth quarter of 2021.
Run a business for any length of time and the importance of cash flow becomes abundantly clear. If you're fortunate enough to own a vacation home, you may want to rent it out for part of the year. Studies have found that more people are engaging in online gambling and sports betting since the pandemic began. Here are some of the key tax-related deadlines affecting businesses and other employers during the fourth quarter of 2021.
Services
By design, our business is a place where entrepreneurs and small business clients receive financial and operational counsel from CPAs who have worked in the trenches.
Founded in 2002 by Kelly Davis, a successful CPA and former CFO, our firm was acquired in 2016 by Doug Freeman, who had worked as a CFO in both small and global businesses.
Today, we are a team that truly empathizes with business owners and helps them plan and strategize.
Kelly and Doug's industry experience and extensive work as CPAs contribute to our unique ability to offer practical, real-world relevant advice.
Founded in 2002 by Kelly Davis, a successful CPA and former CFO, our firm was acquired in 2016 by Doug Freeman, who had worked as a CFO in both small and global businesses.
Today, we are a team that truly empathizes with business owners and helps them plan and strategize.
Kelly and Doug's industry experience and extensive work as CPAs contribute to our unique ability to offer practical, real-world relevant advice.
Doug spent the first 10 years of his career working in public accounting firms, both large and small.
He left public accounting when he was offered the CFO position for a regional technology solution provider.
The role allowed him to practice his passion - working with a small business to use finance and accounting to enable growth.
Following his work at the technology firm, Doug took on the challenge of a similar position at a much larger global product testing and safety company.
While he relished the growth opportunities this position provided, he realized he missed his true passion.
He left public accounting when he was offered the CFO position for a regional technology solution provider.
The role allowed him to practice his passion - working with a small business to use finance and accounting to enable growth.
Following his work at the technology firm, Doug took on the challenge of a similar position at a much larger global product testing and safety company.
While he relished the growth opportunities this position provided, he realized he missed his true passion.
Because we are a small business ourselves, we understand how important it is to give our clients superior personalized service.
We invest time in you and your small business, first by listening to your concerns and inquiring about your vision and then by developing a plan of action with you to achieve your goals.
We make sure you have the advice and accounting, bookkeeping, tax preparation, planning and advisory services you need.
Occasionally, we partner with larger firms to meet specific needs we might not provide, lowering your costs while making sure you receive the full range of needed services.
We invest time in you and your small business, first by listening to your concerns and inquiring about your vision and then by developing a plan of action with you to achieve your goals.
We make sure you have the advice and accounting, bookkeeping, tax preparation, planning and advisory services you need.
Occasionally, we partner with larger firms to meet specific needs we might not provide, lowering your costs while making sure you receive the full range of needed services.
Several of our clients are businesses whose prior accounting was non-existent or incorrect, which led to incorrect tax return filings.
Without spending inordinate time in cleanup, Douglas L. Freeman, CPA, identified and fixed the issues, resulting in correct tax return filings and much cleaner financial statements going forward.
A transportation industry client asked us to take the lead on marrying its accounting processes to an operations system being built in Salesforce.
After completing that project, we helped identify accounting software that integrated the client's operational and financial data into a new, holistic dashboard that gives company executives a real-time view into the business's health.
Without spending inordinate time in cleanup, Douglas L. Freeman, CPA, identified and fixed the issues, resulting in correct tax return filings and much cleaner financial statements going forward.
A transportation industry client asked us to take the lead on marrying its accounting processes to an operations system being built in Salesforce.
After completing that project, we helped identify accounting software that integrated the client's operational and financial data into a new, holistic dashboard that gives company executives a real-time view into the business's health.
The goal at Douglas L. Freeman, CPA, LLC is to give our clients professional service they can rely on.
After several years as an associate at a private dental practice, I decided to make the leap and purchase my own practice.
The "to do" list was daunting.
Doug Freeman was referred to me by the bank that financed the practice purchase.
From the beginning, we clicked.
Doug was realistic and encouraging.
He laid things out in a way that even a non-numbers girl like me could understand.
He's been dependable and, in a way, a mentor.
After several years as an associate at a private dental practice, I decided to make the leap and purchase my own practice.
The "to do" list was daunting.
Doug Freeman was referred to me by the bank that financed the practice purchase.
From the beginning, we clicked.
Doug was realistic and encouraging.
He laid things out in a way that even a non-numbers girl like me could understand.
He's been dependable and, in a way, a mentor.
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