Roxanne Coffelt CPA LLC is a boutique CPA practice small enough to offer exceptional, personalized accounting-related services to small and medium businesses in Indiana and across the United States. We offer value consulting and business valuation services that can be tailored to the needs of your business. We also offer litigation support services.
Do you like your current accountant? No problem, we are happy to work with them and their numbers. Don't like your current accountant? We can do taxes and accounting as well. In addition we are capable of doing most projects entirely virtually.
After working for other accounting firms, watching people pay for financial statements that just ended up in a drawer, Roxanne decided that if she ever started another accounting firm she would help her clients use that information and modern technology to help clients improve their businesses.Let us help you reach your goals, get your life back, and spend more time with your family.Our services include: Business Valuation | Financial Planning and Analysis | Tax Services | Accounting Services | Litigation Support.
Do you like your current accountant? No problem, we are happy to work with them and their numbers. Don't like your current accountant? We can do taxes and accounting as well. In addition we are capable of doing most projects entirely virtually.
After working for other accounting firms, watching people pay for financial statements that just ended up in a drawer, Roxanne decided that if she ever started another accounting firm she would help her clients use that information and modern technology to help clients improve their businesses.Let us help you reach your goals, get your life back, and spend more time with your family.Our services include: Business Valuation | Financial Planning and Analysis | Tax Services | Accounting Services | Litigation Support.
Services
As a Certified Valuation Analyst in Warsaw, IN, Roxanne has been trained and demonstrated competency in business valuation.
She is certified by the National Association of Certified Valuators and Analysts (NACVA) and is experienced as an expert witness.
We do business valuations, calculations of value and reviews of reports prepared by other valuation professionals.
This valuation is in accordance with the standards set forth by the American Institute of Accountants (AICPA) and the National Association of Certified Valuators and Analysts (NACVA).
She is certified by the National Association of Certified Valuators and Analysts (NACVA) and is experienced as an expert witness.
We do business valuations, calculations of value and reviews of reports prepared by other valuation professionals.
This valuation is in accordance with the standards set forth by the American Institute of Accountants (AICPA) and the National Association of Certified Valuators and Analysts (NACVA).
Roxanne Coffelt CPA LLC works with small businesses to help them reach their goals, including:.
Our exclusive trademarked Profit Positioning System is custom designed for each client to help them reach their goals, whether that be selling the business, growing the business, or just getting being able to spend more time with family and friends.
Get in touch with Certified Public Accountant Roxanne Coffelt CPA LLC for Business Consulting Services.
Since we work in the cloud, we serve clients all across the United States.
Our exclusive trademarked Profit Positioning System is custom designed for each client to help them reach their goals, whether that be selling the business, growing the business, or just getting being able to spend more time with family and friends.
Get in touch with Certified Public Accountant Roxanne Coffelt CPA LLC for Business Consulting Services.
Since we work in the cloud, we serve clients all across the United States.
Roxanne Coffelt CPA LLC prepares income tax returns for small businesses and their owners, including sole proprietorships, LLCs, corporations, estates and trusts across Northern Indiana.
If you have recently had (or anticipate) a change in your financial situation, we can do a tax projection including estimated payments if necessary.
We may also be able to help you structure a planned transaction to minimize your tax liability.
If you are audited, some firms say, they will go with you to the audit.
If you have recently had (or anticipate) a change in your financial situation, we can do a tax projection including estimated payments if necessary.
We may also be able to help you structure a planned transaction to minimize your tax liability.
If you are audited, some firms say, they will go with you to the audit.
As a Certified Valuation Analyst, Roxanne Coffelt CPA LLC offers the following Litigation Support services:.
Business valuations - often needed in divorce cases, but also for trust/estate/planning purposes.
Experienced - In addition to her CPA designation, Roxanne is also a CVA (Certified Valuation Analyst).
She can advise counsel on the financial/valuation issues involved in a case, providing them the insight they need to be successful.
EXPERT WITNESS - Roxanne has experience testifying both as a witness of fact (including an embezzlement case for a Big 6 firm) and as an expert witness in business valuation matters.
Business valuations - often needed in divorce cases, but also for trust/estate/planning purposes.
Experienced - In addition to her CPA designation, Roxanne is also a CVA (Certified Valuation Analyst).
She can advise counsel on the financial/valuation issues involved in a case, providing them the insight they need to be successful.
EXPERT WITNESS - Roxanne has experience testifying both as a witness of fact (including an embezzlement case for a Big 6 firm) and as an expert witness in business valuation matters.
Would you like to understand which areas of your business may be holding back your company's growth?
Even better, armed with that knowledge, would you like to know what it will take to grow your company to a size that will ultimately help you achieve your retirement goals?
Put another way, when is the last time you took a real vacation, without the need of constantly checking your phone?
At Roxanne Coffelt CPA LLC, we understand that you may be overwhelmed with operating your company that you don't have the time to develop a strategy for growing your business.
Even better, armed with that knowledge, would you like to know what it will take to grow your company to a size that will ultimately help you achieve your retirement goals?
Put another way, when is the last time you took a real vacation, without the need of constantly checking your phone?
At Roxanne Coffelt CPA LLC, we understand that you may be overwhelmed with operating your company that you don't have the time to develop a strategy for growing your business.
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