Alan S. Wright CPA PC

A South Bend, Indiana firm of certified public accountants, Alan S. Wright CPA PC has more than 20 years of experience. It describes its approach as personal: meeting each client, learning how the business works, and then shaping accounting and tax services around what that business needs.

Outsourced books and bookkeeping

The firm can take over a client's accounting and bookkeeping entirely, so that a business does not need to hire its own bookkeeper. The firm argues this suits new businesses in particular, whose owners are often stretched across many other tasks. It also prepares financial statements and budgets, and offers advice on cutting costs as well as on raising profits.

Tax planning, returns and credits

Business tax planning and income tax preparation are handled together, with the team looking for valuable credits and deductions that help clients keep more of what they earn. The firm says it draws on its wider tax planning experience to advise on which choices make the most financial sense. Clients can also use the firm's accounting resources area, which includes a tax center, a way to track a tax refund, calculators and tax tips.

QuickBooks, company formation and budgets

Clients receive help choosing and installing the right version of QuickBooks, with ongoing support once it is running. The firm sets up new business entities and handles incorporations, and it helps owners manage the financial health of their companies with forecasts, budgets and statements that show where productivity and revenue can grow.

From law firms to restaurants

Client work spans professional services companies, such as law firms and technology consultants, and consumer businesses, such as restaurants and real estate agencies. The firm says it makes sure it understands how each client's business operates before it provides the specialized accounting that business needs, and it also offers strategic tax planning aimed at reducing tax liability.

Where the firm serves

Work is taken on for individuals and small businesses of every type in Elkhart, Mishawaka, Granger, Goshen, Michiana and Osceola, and across the South Bend area, including Niles and Edwardsburg in Michigan. Work begins with a meeting arranged at the client's convenience and a discussion that the firm treats as completely confidential.