History, Services, and Client Base
Accounting & Advisory Services, P.A. was formed December 12, 2007 by Russ Koca, CPA. We are a high-touch boutique firm with new clients accepted predominately from direct referrals. Our firm is the result of a loyal client following and referral network Russ developed during his previous tenure with national accounting firms. As these accounting firms strategically shifted up market, Russ was determined to continue working with his existing client base. Therefore, he successfully transitioned those clients to his own firm, which was formed specifically to serve the needs of underserved small and mid-sized clients. Most of our clients have been working with us for many years.
Our firm has served a variety of clients in areas such as real estate, construction, personal & professional services, medical practices, finance, athletes/entertainers, manufacturing, wholesale-distribution, specialty retail, and agribusiness.
Accounting & Advisory Services provides accounting and consulting for entrepreneurial and medium-size businesses as well as individuals. In the accounting area, the firm provides monthly and quarterly compilation and consulting services for a variety of businesses both on-site at our client's premises and at our office, principally using QuickBooks software.
The firm also provides a broad range of tax services such as compliance, audit controversy representation, and consulting for business clients, not-for-profit organizations and individuals.
At Accounting & Advisory Services, we believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.
We provide a variety of services including:
- Income Tax Preparation for all types of businesses, and individuals
- IRS and State Audit Representation
- Payroll Reporting
- QuickBooks setup, support and training
- Business startup services
- Monthly bookkeeping
- Financial statements - making sure your financial records are timely and accurate
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.