R.J. Giordano & Associates, LLC
A Financial Solutions Company
Personal & Business Tax Services – Since 1977


Comprehensive           Professional          Affordable
  
 

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Financial Solutions
Accounting and Business Services
  • Disclosure Statement preparation & write up
  • Audit support both internal & external
  • Project / job order accounting
  • Cost accounting and inventory control
  • Purchasing and contract administration
Bookkeeping
  • Accounts payable and cash disbursements
  • Accounts receivable and client invoicing
  • Account reconciliations
  • General ledger and financial accounting
  • Fixed assets tracking
  • Records management
  • Training
Human Resources Management
  • Employee benefit plan administration & set up
  • Compensation plan set up and reviews
  • Stock/Equity plan set up and reviews
  • Profit sharing plans
  • Web-based timekeeping systems
  • Payroll processing services
Information Technology Support

  • Conversion from financial legacy systems
  • Business system design and implementation
  • Systems surveys and selection support
Business Management Services

  • Financial analysis and financial presentations
  • Business plan support and other startup services
  • Merger and acquisition support
  • Shareholder plan administration
  • Cash management and collection strategies
  • Specialized treasury services
Financial & Business Modeling

  • Strategic and operational budgeting and forecasting
  • Budgeting and forecasting systems
  • Designing appropriate metrics to measure efficiencies
  • Flowcharting and business process documentation
Business Systems Management

  • Policies and procedures formulation and documentation
  • Financial and management reporting system
  • Administrative goal setting, scheduling, and resource planning
Tax Planning & Preparation

  • Tax return preparation
Notary Public Services**

 

**Only provided in Connecticut
“Finding solutions is just finding the process of resolving or finding the answer to a puzzle or question.”
What financial puzzle does your business have?