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How We Serve You
What can you do for me?
John Morrissey Accountants offers a variety of services to both our individual and business clients. We have the expertise to handle all facets of the financial function for you. This includes evaluating the complete picture in order to help make decisions that take you or your business to the next level. Our business philosophy revolves around the following principals: We believe every client deserves our undivided attention. We listen. We give you prompt answers. Our number one goal is to create value for our clients. Service is very much alive in our organization.
 Please click the links below to explore the different services we provide. This list is not all-inclusive so please ask if you are looking for other services that are not listed. If we do not provide a service, we would be happy to refer you to a qualified professional who does.
Tax Services
Personal Financial Planning
Full Accounting Services
Business Forecasting and Budgeting
Consultation
Complete Payroll Service
Business Valuations
Computer Consulting
Other Services offered by The Morrissey Family Businessessm
Human Resource Management and Consulting
Professional Payroll Services
HRIS Solutions
To learn more about our company and our team, please click on About Us. To discuss how we can help you, please click on Contact Us.
Tax Services
 We prefer to be proactive rather than reactive when it comes to tax planning and preparation. Our philosophy is: "No Surprises!" For this reason, we do tax planning year-round, not just at tax time. We also stay current on tax law and regulation changes throughout the year by regularly attending seminars and tax schools. We always know the current tax situation and how it will affect you. This helps us plan for opportunities that minimize both your current and future tax liabilities. We'll help you arrange your tax affairs so you can maintain maximum family wealth as well as future business profits. Our tax services include, but are not limited to the following:
 Personal Financial Planning
Planning is essential in both business and personal finances. We always monitor where you are and work with you to plan for your future. Our goal is to help you plan for your financial needs at the critical stages in your life.
- Estate Planning
- Asset Protection
- College Planning
- Retirement Planning
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 Full Accounting Services
Out-of-date information is useless. That's why the John Morrissey organization uses the latest software on high-performance computers to deliver the results of your last fiscal period in the shortest time possible. You get fresh, meaningful information to help you make timely and accurate decisions about your business. Well-organized financial records mean you can run your business in an efficient manner on a day-to-day basis. We provide a complete range of cost-effective accounting services including, but not limited to:
- General Ledger & Financial Statement Preparation*
- Bookkeeping - Monthly/Quarterly/Annually*
- Accounting System Setup for New Businesses
- Bank Reconciliations*
- Sales Tax Preparation
- Depreciation and Loan Amortization Schedules*
- Financial Analysis and Consulting*
- Personal Financial Statement Preparation*
*These reports are also available to you electronically.
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 Business Forecasting and Budgeting
We take the time to get to know you, your business, and your goals. The relationship we develop is critical in determining your unique circumstances and the many options and directions available to you. We’ll help identify not only where you’re going, but where you want to be and how we can get there together. We want to help you assess your financial situation and develop strategies to achieve your goals and strengthen your financial security. The following are a list of services we can provide:
- Cash Flow Projections & Budgeting Analysis
- Financial Forecasts and Annual Growth Projections
- Developing and Maintaining the Banking Relationship
- Loan Proposals
- What Will Our Financial Statements Look Like "Tomorrow?"
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 Consultation
We become an invaluable consultant and mentor to you and your business. We specialize in the business side of your business. In addition to having a business advisor you can bounce ideas off of, by associating with us, you receive our many years of experience and our understanding of your company. This means we can provide you with peace of mind. The following is just a brief list of consulting services we can help you with:
- Buying or Selling a Business
- Succession Planning
- Purchase vs. Lease of Property and Equipment
- Internal Accounting Procedures and Systems
- Buying or Selling Income/Investment Property
 Complete Payroll Service
We are able to handle your complete payroll process. By handling your payroll, we are able to monitor all governmental reporting as well as fit the total payroll function into the general ledger. You can expect accurate and confidential pay checks. We can also provide the following services:
- Payroll Preparation
- Payroll Tax Deposits
- Quarterly Tax Return Preparation
- W2 and 1099 Preparation
 Business Valuations
We have the expertise to handle your valuation requirements. We will work with your bankers, attorneys, and other business advisors to produce a report that will be a great resource for your future planning and growth strategies. These valuations can also be beneficial in estate planning and execution.
 Computer Consulting
We have experienced staff to assist you with designing or implementing your computer system and making sure it fits your present and future requirements. We also partner with other computer professionals to provide you with the best software, hardware and network solutions. We can also purchase and install programs that meet your needs.
- Upgrading
- Computer Software Selection & Utilization
- Prepurchase Consulting
- Network Consulting
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