Our Services - Daniel E. Greene, CPA

Inspired by Experience & Ingenuity

Daniel E. Greene, CPA provides a wide range of services to individuals and businesses in a variety of industries. At Daniel E. Greene, CPA, we strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Business men signing documents on a desk.

Tax Management Services

At Daniel E. Greene, CPA we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Daniel E. Greene, CPA’s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup and tax planning.

These services include but are not limited to:

General ledger and financial statement preparation
Bookkeeping (Monthly, quarterly, or annual)
Accounting system setup and support
Corporate tax planning and return preparation

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Daniel E. Greene, CPA can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

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.

Daniel E. Greene, CPA offers the following solutions to help meet your QuickBooks needs:

Personal Training
Installation
Setup
Support
Review

Cash Flow and Budgeting Analysis

Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. Daniel E. Greene, CPA can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business’ ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business’ success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Drive Profits Through Your Business

Transform your business from a cash-eating monster into a money making machine by taking your profits first. We’ll show you the exact strategy to help you make this happen.