Beyond Beancounting Updates
TeamGerber comprises passionate professionals who have worked for the “big firms.” Our BDO alliance status brings you access to their resources globally and nationally — yet with the culture and pricing structure of a local firm.
Our audit and assurance unit is a team of seasoned professionals who have broad experience in many industries. We are always focused on helping you to make your business more profitable, tighten controls, and improve information flow.
Let us design a Dashboard for your enterprise to provide summarized relevant timely data in graphics — it is an invaluable management and information tool.
Our “Tips” sections on this site are updated regularly — and the Information Station is a treasure-chest of valuable advice. Bookmark this page now and visit regularly.
Contact us now to schedule a complimentary meeting or telephone consultation. Let us review your financial statements and tax returns at no cost or obligation — and show you the TeamGerber Difference:
E-mail info@GerberCo.com or call 310.289.9888.
Spend your time building your business - and your profits; let us handle your bookkeeping, recordkeeping, and report filing.
We can provide as many of the following services as you want:
Paying bills and managing accounts payable.
Handling all payroll functions, including quarterly and annual payroll tax reports.
Invoicing your customers, posting collections, aging accounts receivables.
Doing your bank reconciliations and providing cash balance reports.
Maintaining sales journals and general ledgers.
Preparing all required business tax reports and filings.
Preparing any customized reports you find useful.
Where do we begin?
We’ll work with you to identify the services you need. Then we’ll set up a schedule so data is collected, recorded, and handled efficiently and timely.
How much will it cost?
You’re likely to save more than our services cost. Your in-house staff needs will be reduced, so you will reduce associated employee costs such as payroll taxes, employee benefits, training time and expense, equipment and software costs, and employee management costs.
Best of all, your bookkeeping and accounting functions will be taken care of, so you can concentrate on running your business. Contact us for a free estimate of the cost savings for your business.
We can review your investment ideas with you and your investment advisor and make recommendations to maximize your after-tax return.
Don’t ignore the impact of taxes on your investments. While taxes should not drive your investment strategy, understanding how taxes affect your earnings will help you minimize taxes and maximize your return. Consider these items:
Long-term capital gains and dividends carry a favored tax status. Consider putting more dollars in investments that give you dividend income and long-term capital gains.
You can deduct a limited amount of capital losses in excess of capital gains. Consider balancing your winners and losers to maximize this deduction each year.
Investments which produce high taxable annual income can be given to family members who are in lower tax brackets, thereby saving taxes for the overall family group.
Depending on your tax bracket, you may benefit from investing in municipal bonds.
Another area where taxes make a difference is in deciding which investments to keep in your tax-deferred accounts, such as a regular IRA or 401(k) plan, and which to keep in taxable accounts.
Check out these links.
We do not endorse any products, services, or businesses you may find by following these links. Do not enter into any transaction until you and your advisors are satisfied that you are getting what you are paying for.
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U.S. Securities and Exchange Commission - investor assistance, fraud cases, SEC filings and small business information
USA Today - Top Money News
Federal Reserve Bank of New York - interest rates on treasury bills and much more!
Stock Quotes - Reuter’s
The American Stock Exchange
NASDAQ Exchange - stock quotes
New York Stock Exchange
Securities and Exchange Commission (S.E.C.) - Edgar Database
American Association of Individual Investors (AAII)
Daily Stocks - get quotes, charts, and SEC filings
The Financial Center - bookstore for investors, chat rooms, news desk
Fund Alarm - changes in fund managers, buying and selling of fund information
InfoBeat - have email notices sent to you about your stocks
Stockfind - financial news by industry and an IPO corner
Wall Street Directory - shopping mall for software, books, and magazines about investing