Capabilities

Kard, CPA, P.A. brings focused industry expertise, a desire to understand each client we serve and services tailored to each client’s needs.  Our service offerings include accounting, business consulting & advisory, and tax.  Read below to find out more.  

Accounting
Services

Kard specializes in accounting services for our clients.  Our services range from high level CFO functions to bookkeeping & payroll processing.

Outsourcing accounting services to Kard can be an ideal way to supplement your company’s accounting expertise, scale up to handle rapid growth, or to save resources by acquiring CFO and Controller-level skills as needed.

Our accounting services include:

CFO Services
Financial planning & analysis (FP&A); budgeting and cash flow management; succession planning; Board of Director reporting; CFO/Controller support; in-depth review of financial reports and activity with company leadership

Controllership & Accounting Services
Bookkeeping and payroll; general ledger maintenance; accounts receivable and payable management; month-end adjustments; financial statement preparation; regulatory reporting; annual audit preparation; regulatory audit preparation

      

Consulting & Advisory

Kard has the knowledge and experience to help you identify, understand and respond to your business’s risks.  Working with company owners/board, management and key personnel, Kard can plan and design controls and reporting to help you monitor your business efficiently and effectively.

Business consulting & advisory services include:

Financial controls consultation & design; accounting software consultation and training; financial project management; business metrics & KPIs; continuing professional education & training 

Tax
Services

Kard knows the importance of considering the tax consequences of every business decision.  Business owners can often overlook new tax compliance requirements that come from making sales in a new state or hiring employees.  To ensure we have the deepest understanding of our clients’ tax compliance needs, we focus our tax services on our accounting & consulting clients and their owners.

Our tax services include:

Tax compliance and preparation for businesses; individual tax planning and preparation; payroll tax reporting and compliance; and sales tax reporting and compliance