Certified Public Accountant
Harold R. Wenner, LTD provides a wide range of services to individuals and businesses in a variety of industries. Harold R. Wenner, LTD, strives to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Professional services include:
Harold R. Wenner, Ltd. assists you, the small business owner during:
Harold R. Wenner, LTD focuses on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help clients face the myriad challenges of business planning and execution. Clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Assurance services will improve information quality or its context, meaning more success for your business.
In summary, Harold R. Wenner, Ltd. offers you, as a small business owner, multi-dimensional services at every step in the evolution of your business.
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Information Technology Consulting & Services
Harold R. Wenner, CPA is well versed in information technology for small businesses and individuals with nearly 30 years of experience with personal computer software and hardware applications. His computer knowledge includes some mainframe programming languages, also. He completed a certification program at the University of Minnesota in Client Server Technology in 1999.
Harold R. Wenner, CPA is proficient in utilizing and adapting several applications for small business and individual use. He provides consulting services in several different accounting applications. He has been a certified consultant for several accounting applications from various vendors in the past and is presently a Certified Quickbooks ProAdvisor in the Intuit™ Certified QuickBooks ProAdvisor Program. Harold R. Wenner, CPA also has developed strong relationships with value added vendors and consultants for evaluations, implementation, and training.
He has been an early adopter of technologies in his professional practice when it has been cost effective and increased efficiencies in the management of the firm and the delivery of services to customers.
Harold R. Wenner, CPA provides you with an informed perspective regarding your business and individual technology requirements and will make the commitment to finding the solution that best addresses your technology needs.
Harold R. Wenner, Ltd. knows that today's technology is ever changing and has made the commitment of providing you complete identification and evaluation of information technology for your small business or your individual use.
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Individual Tax & Financial Services
Harold R. Wenner, Ltd. views each service as an integral part of a total process, which includes:
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QuickBooks Accounting Help and Assistance
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.
Harold R. Wenner, LTD offers the following solutions to help meet your QuickBooks needs:
Personal Training- We train you personally! Either one-on-one or several individuals within your organization at your company's location. Harold R. Wenner, CPA has the advantage of having a teaching undergraduate degree and actual formal teaching experience.
Installation- We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.
Setup- We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Support- Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
Review- Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
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Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Harold R. Wenner, LTD's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
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Professional representation can be vital during an audit, and Harold R. Wenner, CPA's experience with tax authorities enables guidance of clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with the firm can put many of your worries at bay. Harold R. Wenner, CPA is ready and willing to answer any and all questions the IRS may be asking of you.
