Robert G. Patrick CPA offers business valuations, consulting, sale and purchase planning, accounting servces, taxes, strategic planning, marketing strategies, estate planning, and much more.

Robert G. Patrick CPA offers business valuations, consulting, sale and purchase planning, accounting servces, taxes, strategic planning, marketing strategies, estate planning, and much more.



Robert G. Patrick, CPA offers accounting services, business valuations, tax preparation, consulting, estate planning, entrepreneurial business services, and omnia profile.  Contact us today.

 

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Robert G. Patrick, CPA has long enjoyed a reputation for excellence in a wide range of  accounting service areas.  By offering our business clients these services, we take the burden of keeping up with the daily accounting tasks off of the business owners.  This allows them to focus on what they do best...provide products and services to their clients.


Bookkeeping Services
  • The Client Bookkeeping Solution (See detailed description)
  • Record journals
  • Post General Ledger
  • Reconcile bank accounts
  • Employee earnings records
  • Sales tax returns
  • Payroll tax deposits
  • Payroll tax returns
  • New hire reporting
  • Form W-2s
  • Form 1099s
  • Year end adjustments to General Ledger
  • Computer accounting system consultation

 

Compiled Financial Statements
  • Balance Sheet
  • Statement of Income
  • Statement of Equity Changes
  • Statement of Cash Flows
  • Notes to Financial Statements
  • Supplemental Information
  • Financial Report Card  (See detailed description)


The Client Bookkeeping Solution (CBS) is a client-accounting program unlike any other accounting software on the market.  This easy-to-use software, is uniquely designed to help you run your business more efficiently.  The Client Bookkeeping Solution (CBS) automates check writing and recording functions, allowing up-to-date checking account balances.  This eliminates wondering where your cash flow status stands.  CBS works seamlessly with our computer system to process your data and prepare you financial statements in a timely fashion.  CBS also comes with something other software does not offer you—a direct link to your CPA.   We will install CBS and get you started using it.  You can write checks and record your day-to-day transactions.  At month end, we retrieve your data on disk or via electronic transmission.  Your data transfers directly to our software, so transcription errors are eliminated.  If you have a question about your transactions, you can attach an electronic note.  We process your data, then we prepare your financial statements for you.  It’s that easy and...it provides you with the security that the most popular accounting software cannot.


The Financial Report Card delivers a ratio analysis of your company over the last few years compared to industry averages.  The Financial Report Card shows yearly side-by-side ratios that focus on the stability, earning power, and efficiency of your business.  The data compiled from your financial information allows you to focus on your business’s strengths and weaknesses, and to take corrective action before problems become critical.  This valuable analysis regarding your company allows you to focus on what you do best...run your business!


For more information on our accounting services, contact Robert G. Patrick, CPA or visit us at our office located in Destin, Florida.


Robert G. Patrick, CPA, P.A.
Regatta Commons
4476 Legendary Drive, Suite 201
Destin, Florida  32541-5324
Phone:  850-654-3030
Fax:  850-654-3031
info@destincpa.com


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