Lindsay & Gardner, CPAs, PLLC provides individuals and businesses with assistance in all tax, financial and business affairs - assistance to improve financial well-being. At Lindsay & Gardner, we strive to meet each client's specific needs in planning for the future and achieving goals. Our professional services include:

Our firm provides a full range of tax planning assistance and tax preparation services. We have a knowledgeable team that stays abreast of current tax laws. We strategize to minimize tax liabilities and maximize your cash flow to keep you on track to meet your personal and business financial goals.

• Individual
• Limited Liability Company
• Fiduciary/Trust
• Estate

Estate and Trust Planning and Tax Preparation

Lindsay & Gardner, as part of your professional team, can provide effective estate and trust planning as well as tax return preparation.

Tax-Related Services

Our firm will partner with you to provide a broad range of tax return preparation and planning services. While the ultimate focus is on you, the individual, we take a holistic approach in tax planning and preparation to integrate your business, fiduciary, and estate planning needs.

Tax Related Services

As we do with individuals, our firm provides a full range of tax planning assistance and tax preparation services to businesses. We have a knowledgeable team ready to assist you. We strategize to minimize tax liabilities and maximize your cash flow to keep you on track to meet your personal and business financial goals.

• S-Corporation
• Partnership
• Limited Liability Company
• C-Corporation
• Non-Profit

Entity Selection and Restructuring

As part of your professional team, Lindsay & Gardner works closely with you to determine the appropriate entity selection for your business. Your business entity structure has a significant impact on your taxes and overall business strategic plan.

Cash Flow and Budgeting Analysis

Cash flow management is essential to the financial health of a business. Our firm can assist in analyzing cash flow to help you maintain optimal cash levels. We assist our clients in developing a balanced budget as the business grows.

Business Accounting Services

Lindsay & Gardner provides insightful business and tax information services for businesses ranging from startups to mature businesses. Accurate record keeping and reporting, as well as support on financial issues such as initial accounting systems setup and implementation, budgeting and tax planning, are essential to a business' success. Services are tailored to meet our clients' needs.

These services include:

• Bookkeeping
• QuickBooks training and setup
• Accounting systems setup and support
• General ledger and financial statement preparation
• Cash flow budgeting and analysis
• Tax planning and return preparation
• Outsource CFO
• Startup business consulting and advising
• Identifying key performance indicators
• Management consulting
• Entity selection and restructuring
• Sales tax reporting

Financial Statement Preparation

Our firm provides financial statement reporting on a monthly, quarterly or annual basis. If requested, we will prepare financial statement compilations for your third party needs.

Bookkeeping and Write Up

Accurate record-keeping is critical to a successful business. Lindsay & Gardner provides full-charge bookkeeping services including data entry, invoicing, bank reconciliations and monthly journal entries. We also offer services which include month- or quarter-end journal entries and assistance with general bookkeeping questions.

QuickBooks and Peachtree Accounting Training and Assistance

Lindsay & Gardner offers the following QuickBooks and Peachtree software services:

• Setup, customizing your company data file to your industry and personalized specifications
• Training at our office or your location
• Individual or group training
• Accounting support services provided online, onsite, at our office or by telephone

Outsource CFO Services and Business Consulting

We assist in developing a financial model of your business and creating systems to ensure smooth and simple financial management.