James O’Callaghan can draw on his over 15 years of experience to provide assistance in a broad range of areas. He has gained unique insight into the requirements of the everyday business which is solidified by his tenure as the CFO of a NYS Staffing Agency, and prior experience in the securities industry. His expertise includes:
- All facets of Small Business Accounting including preparation of income, payroll and sales tax returns.
- Preparation of All Individual, Fiduciary, Estate and Entity Tax Returns
- Financial statement preparation and analysis
- Creation of cost control systems
- Implementation of Unemployment Insurance Rate Management programs
- Implementation of enterprise level bank services including reconciliation services, disbursement control services, automated clearing house, and lockbox systems
- Enrollment and management of various tax credit programs
- Accounting and Information system selection, deployment, upgrade and integration.
- Management of credit and collections
- Consumer Affairs License Applications
- Small Business Retirement Plan Selection and Establishment