Services We take great care and pride in providing the highest quality support possible to our clients

We take great care and pride in providing the highest quality support possible to our clients.


Accounting is the process of identifying, measuring and communicating economic information so a user of the information may make informed economic judgments and decisions based on it.

Certified Public Accountant (CPA) - ACCOUNTANT who has satisfied the education, experience, and examination requirements of his or her jurisdiction necessary to be certified as a public accountant.

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Bookkeeping is the recording of all financial transactions undertaken by an individual or organization. A bookkeeper, sometimes called an accounting clerk in the United States, is a person who records the day-to-day financial transactions of an organization. A bookkeeper is usually responsible for writing up the "daybooks". The bookkeeper is responsible for ensuring all transactions are recorded in the correct daybook, suppliers ledger, customer ledger and general ledger. The bookkeeper brings the books to the trial balance stage. An accountant may prepare the income statement and balance sheet using the trial balance and ledgers prepared by the bookkeeper.
My firm provides a full spectrum of Bookkeeping and Tax services for small to mid-sized businesses, with a special focus on QuickBooks and Peachtree software.
Are you ready to take your business to the next level? Let me pave the way, so you can focus on what you do best.

ONE STOP SHOP for your bookkeeping and tax needs. Do you feel that you can’t catch up with your paperwork? Is that keeping you from doing what you do? Are you having trouble with Taxes and Books? Let me worry about all of that so you can get back to your business. My firm can take care of bookkeeping, bank reconciliation, sales tax reporting, payroll preparation and reporting, and Income Taxes.
We come to your place and do everything from paying the bills, prepare sales taxes to recording everything in your accounting software of your choice. All of the bookkeepers are trained and supervised by an experienced CPA. Get value added service and personal attention. Are you behind on your Accounting and Taxes? We’ll catch them up for you.
My firm believes in developing long-lasting relationships and I am commited to providing excellent service and doing work of exceptional quality. I look at your business from every angle and make sound recommendations to help you reach your goals to help improve your bottom line.

We can deliver what you ask for and much more.
We are always available to our clients for a quick question or a complex issue.
We undertake continuing education courses every year and stay up to date with the new rules and regulations. We are available year round to provide answers for all your sales tax, federal and state income tax, or bookkeeping questions.
We offer Free Initial Consultation and Free Review of prior years Sales and Income Tax returns when you become a client.

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  Business & Marketing Plans

A business plan precisely defines your business, identifies your goals, and serves as your firm´s resume. A business plan is a tool with three basic purposes: communication, management, and planning. Too many people think strategic planning is something meant only for big businesses, but it is equally applicable to small businesses. Strategic planning is matching the strengths of your business to available opportunities. To do this effectively, you need to collect, screen, and analyze information about the business environment. You also need to have a clear understanding of your business - its strengths and weaknesses - and develop a clear mission, goals, and objectives.

In addition, strategic planning has become more important to business managers because technology and competition have made the business environment less stable and less predictable. If you are to survive and prosper, you should take the time to identify the niches in which you are most likely to succeed, and to identify the resource demands that must be met.

A business plan should be a work-in-progress. Even successful, growing businesses should maintain a current business plan.

Small Business Marketing Plans are a written set of statements for efficiently moving the business in the direction of the preset marketing objectives. The plan is a blueprint and a picture of your success. In summary a good small business marketing plans begins with a look at the situation. Then a check on company resources: time, money and staff, skills, contacts, dealers, customers, reputation, equipment, supplies and services. Then you set the objectives of the company. Then list your tactical action steps for product and service, price, package, premium, promotion, package, personnel selling, physical distribution and publicity and advertising. Finally, you set up a budget plan and time schedule.

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  Business Consulting

A business consultant IMPROVES CLIENT STRATEGIC BUSINESS PLANNING DECISIONS by examining business strategies, business plan development and be a guide on growing your business and how to get your employees to understand "your way of doing business”. A business consultant has many different roles including working as a speaker and trainer as well as providing risk analysis and responding to questions and concerns posed by the clients.

Cailean CPA offers you a full range of services as Accountants, QuickBooks specialists and Business Consultants. You will benefit from employing our full-service CPA and business-consulting firm designed to assist businesses of all sizes.

Have Training, Accounting, Taxes and Support done by a Trained Professional. Do you want to know how effectively you are running your business? Do you have a business or marketing plan? Are you ready to move to the next level? Let us help you.

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  Computer & Accounting Training

Accounting is a must for business, and a well-designed accounting program can make running a successful business much easier. We offer training, installation and support for various computer based accounting software depending on your needs. We support Peachtree and Intuit QuickBooks.

QuickBooks is a great accounting program for small and mid-size businesses. Companies with no previous accounting data might want to check out the free edition of QuickBooks Simple Start to get a feel for how accounting software works. Companies migrating from Quicken, Excel, or other accounting software will want to purchase QuickBooks Pro or Premier, since Simple Start does not have any import functionality. QuickBooks has been around for 15 years, and it just keeps getting better. This year, QuickBooks put the spotlight on helping people to get started working in QuickBooks, ensuring all billable time is accounted for, and making it easier for accountants and businesses to share information.

We are accountants and CPAs who have real world experience using QuickBooks and Peachtree products.

A Certified QuickBooks ProAdvisor provides fast, effective and efficient answers to your QuickBooks support problems from installation and setup to QuickBooks training and daily use.

Call me to set up your company on QuickBooks so you can do your own bookkeeping at your own pace. Have a professional setup the best selling accounting software on the market for you. Get a Certified Advanced QuickBooks ProAdvisor to do training for you and your staff at your place of business or ours.

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  Computer Hardware & Software Setup & support

Cailean CPA helps businesses choose, implement, and maintain the right computer and technology solutions. Every small business requires a computer to operate efficiently. That’s why we can assist in selecting, purchasing and installing new computers and related equipment.

Computer software is the lifeblood of many businesses. Businesses need software that employees can learn easily and use efficiently. That´s why we offer a number of software services to help your business.

Software installation can be tricky. There are many options and settings that may cause the application to be ineffective. We will install software on any computer. We will modify the application settings to meet your business and networking requirements. Upon installation, we will train your employees in getting the most out of your new software.

We offer training, installation and support for various computer based accounting software depending on your needs.
Microsoft Office

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  Corporate and LLC Income Tax

Corporate and LLC Income Tax Corporate tax refers to a tax levied by various jurisdictions on the profits made by companies or associations.

ONE STOP SHOP for your financial advising needs. Have the same CPA do your Company’s and your personal income tax.

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  Financial Planning

Financial planning covers a wide variety of money topics including budgeting, expenses, debt, saving, retirement and insurance among others. Understanding how each of these topics work together and affect each other is important for laying the groundwork for a solid financial foundation for you and your family.

Managing your money can be a challenge during the best of times. It can seem even harder during periods of economic uncertainty. If you want some professional advice, we can help you make decisions based on your personal life goals and financial situation.

A financial planner will collect and explore all relevant information about your financial situation. Together, you and the planner will define your personal and financial goals, understand your time frame for results and discuss how you feel about risk.

Investors’ best protection against risk is to spread their money among various investments, hoping that if one investment loses money, the other investments will more than make up for those losses. This is called diversification.

However, an investment strategy is just one part of a comprehensive financial plan. Every decision you make can affect other aspects of your financial life.

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  Financing & Asset Acquisition Consulting

Cailean CPA is an integrated solution to all your business´ financial needs. Through a network of professionals drawn across all areas of finance, banking, insurance, and lending, our experienced team provides comprehensive financial solutions placing a premium on customer service and relationship building.

The Cailean CPA team of specialists can evaluate your business situation, develop a proposal and implementation plan on how to address your business and financial needs and thus maximize your company´s value.

We are involved in all aspects of the asset management process from acquisition, to capital and operational budget creation, to cash flow and property value enhancement, to establishing and executing disposition strategies.

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  Individual Income Taxes

Individual income tax is often collected on a pay-as-you-earn basis, with small corrections made soon after the end of the tax year. These corrections take one of two forms: payments to the government, for taxpayers who have not paid enough during the tax year; and tax refunds from the government for those who have overpaid. Income tax systems will often have deductions available that lessen the total tax liability by reducing total taxable income. They may allow losses from one type of income to be counted against another.

Taxable Income - Taxable income is generally equal to a taxpayer´s ADJUSTED GROSS INCOME during the TAX YEAR less any allowable EXEMPTIONS and deductions.

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  Payroll Processing and Filing

Our company provides a complete payroll processing solution for your business needs. All you have to do is tell us how much to pay your employees and we will take care of the rest. We make the payments to the government agencies, file the necessary forms and send you the checks or direct deposit.

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  Personal Net Worth Analysis

Improving your own personal net worth it is something that we all aspire to do, yet more and more of us just cannot attain this goal.

As a basic and generalized rule, one´s personal net worth comes down to one simple equation: assets minus liabilities. In order to calculate this, you must first be able to determine your assets, whether they are liquid, retirement, or fixed. Liquid assets are those from which you can easily obtain money. This is most easily exemplified by a checking or perhaps even a savings account. Fixed assets are those such as your car and your home. Retirement assets include any money in a 401K or an IRA. These types of long term investments will make for more solid retirement assets. Liabilities, on the other hand, are easily noted as what kind of money you owe. Home loans, credit card bills, and even car loans all fall into this category. Obviously, a major step to improving one´s own personal net worth is to make sure that your assets far exceed your liabilities.

Experts agree that in order to most effectively improve your own personal net worth, one must be able to identify and treat your financial situation as a business. Like all businesses, you certainly want to show a profit, both in the short term and in the future. We believe having a written plan will put you on track to a greater net worth in the future, possibly even doubling what you are currently on track to achieve.

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  QuickBooks Consulting

Cailean CPA has Certified QuickBooks ProAdvisors that provides fast, effective, and efficient answers to your QuickBooks support problems from installation and setup to QuickBooks training and daily use. All your QuickBooks needs are met at the click of your mouse.

Our Personalized Services ensures the same QuickBooks ProAdvisor works with you on a regular basis. You no longer have to explain your situation and your company´s needs to a new person each time you call. You have direct access to your ProAdvisor with minimal telephone hold time. Your Certified QuickBooks ProAdvisor knows you and your company.

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  Retirement Planning

Retirement planning is the arrangement of financial considerations to provide people with an income, or pension, during retirement, when they are no longer earning a steady income from employment.

Cailean CPA´s mission is to help people plan for their financial future and financial independence, based on their highest priority. As advisers, we promise to put your needs first as we help to educate and guide you in financial decisions that make sense for your investment objectives. Our Goal is to protect our clients´ financial future while helping them to achieve the highest return available.

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Review is an accounting service that provides some assurance as to the reliability of financial information. In a review, a CERTIFIED PUBLIC ACCOUNTANT (CPA) does not conduct an examination under GENERALLY ACCEPTED AUDITING STANDARDS (GAAS).

Formal document that communicates an independent accountant´s: (1) expression of limited assurance on FINANCIAL STATEMENTS as a result of performing inquiry and analytic procedures (Review Report); (2) results of procedures performed (Agreed-Upon Procedures Report); (3) non-expression of opinion or any form of assurance on a presentation in the form of financial statements information that is the representation of management (Compilation Report); or (4) an opinion on an assertion made by management in accordance with the Statements on Standards for Attestation Engagements (Attestation Report). An accountants´ report does not result from the performance of an AUDIT. The Tax Account Review Service (TAR) service is designed to help taxpayers that need specific information about the status of their account with the Internal Revenue Service (IRS). Many taxpayers complain about receiving inconsistent or incomplete information from the IRS. This service provides taxpayers with clear and concise information about the status of their IRS account.

As part of our Tax Account Review, we provide a year-by-year break down detailing how much is owed for each particular tax year. Additionally, we detail the total amount owed, calculated 30 days into the future, with instructions on how to properly send payment to the IRS, in the event that you wish to fully pay your account balance. Many of our clients are actually surprised to learn they owe less money to the IRS then previously believed.

We also determine whether the IRS has the correct record of all your tax returns. Many taxpayers assume that just because they “filed” a tax return it was received and processed. Unfortunately, there are stories each year of tax returns being lost, not processed, or even stolen. If the IRS doesn’t show that a tax return was filed in their records then they could file one for you, which might result in a tax liability with the IRS.

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  Sales Tax Processing and Filing

Cailean CPA offers worry-free sales tax reporting with our service. We´ll be happy to complete and submit your sales tax reports, whether you´re a monthly, quarterly or annual filer. Although located in Peoria, Arizona, we can file for any jurisdiction.

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  Small Business Start-Up Consulting

Cailean CPA provides free consultation to help explore thoroughly the different options available. Once a decision is made, we will complete the remaining steps to form the proper entity in timely manner. We find our costs are typically less than competition.

We strongly believe that forming the proper entity is extremely important as you grow a business. In our initial consultation, we discuss and address such things as partners, taxes, raising capital, selling your business, business continuation and other important factors to consider when choosing the proper formation of an entity.

You will find our knowledge and experience provide you with the proper guidance to make strong fundamental decisions. Once your business gets off the ground you will find that the other services we provide such as accounting, payroll, tax and financial services will be natural additions as the business grows.

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  Tax Debt Resolution

Our firm will support you in preparing offers in compromise or payment plans of your taxes with the federal or the sate agencies.

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  Tax Planning

Are you taking advantage of all tax benefits Uncle Sam has to offer? Cailean CPA´s tax planning goal is to minimize your federal income tax liability to the limits tax law allows. You can achieve this in different ways.

How many times have you done your taxes and, three weeks later, learned you had missed the opportunity for a deduction? Too many, I´m sure. How can you not miss these deductions the next time? Start planning now. We´ve found a number of deductions that our own clients often miss. Here are a few of them that can affect your tax bill:

Non cash contributions,
New points on refinancing,
Old points on refinancing,
Health insurance premiums,
Educator expenses,
Student higher education expenses,
Clean fuel credit, Investment and tax expenses,
Casualty deductions,
Retirement tax credit.

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