Get the financial guidance you need to succeed.
We're a full-service CPA firm specializing in the financial growth and success of business owners and nonprofits by keeping them financially fit through the areas of accounting, taxes and advisory services.
We offer a full range of accounting and advisory services, including tax planning and preparation, audit and assurance readiness, outsourced CFO services, accounting and bookkeeping, and business advisory. No matter your needs, we have the solutions you need.
Our team brings extensive experience and expertise to every client engagement. We're dedicated to providing personalized and proactive advice that helps you achieve your financial goals.
Expert CPA services tailored to your personal and business needs.
Our comprehensive services, frees up your time to focus on running your business or nonprofit, knowing that your financial data is in expert hands and provides the information to support informed business decisions.
CFO Services
Designed to help businesses achieve their financial goals with expert guidance and strategic insights.
We provide comprehensive financial oversight, from budgeting and forecasting to cash flow management and financial reporting.
Our services ensure that your business is positioned for growth, stability, and long-term success.
Accounting
Services, including financial reporting, provides your organization with the clarity and insight needed to make informed decisions and drive growth.
Our financial reporting services go beyond just presenting numbers; we provide in-depth analysis that helps you understand your financial position and performance.
Bookkeeping
We handle your bookkeeping needs, from data entry to account reconciliation, making sure your financial records are accurate, up-to-date, and organized.
By managing all aspects of your bookkeeping, we make sure that your transactions are properly recorded, your accounts are reconciled regularly, and your financial records are compliant with industry standards.
We'll help you identify and implement tax-saving strategies that maximize your after-tax profits.
We stay up-to-date on the latest tax laws and regulations to ensure you're taking advantage of every deduction and credit available.
Proactive tax planning is key to success. The more you save, the more you'll have to reinvest.
We'll work with you throughout the year to develop a comprehensive tax plan that minimizes your tax liability and maximizes your financial efficiency.
We'll prepare and file your tax returns accurately and on time, making sure you comply with all federal, state, and local tax requirements.
We also provide tips and updates throughout the year to keep you informed of important dates and changes.
Our services provide you with expert guidance to resolve tax issues efficiently and effectively.
We act as your advocate, negotiating with the IRS on your behalf to reduce tax liabilities, minimize penalties, and establish manageable payment plans.
Dealing with IRS debt can be overwhelming, but with our experienced team, you’ll have peace of mind knowing that your case is in capable hands.
Whether you're facing back taxes, audits, or tax liens, we work diligently to resolve disputes and achieve the best possible outcome for you.
We'll help you set up QuickBooks and provide training to your staff. This ensures you have the right tools and knowledge to manage your finances effectively.
We offer ongoing support to help you navigate QuickBooks and troubleshoot any issues. This helps to make sure you're getting the most out of the software.
Our services offer strategic guidance to help you get through complex business challenges and achieve sustainable growth. We provide expert insights into financial management, operational efficiency, market expansion, and risk mitigation, helping you to make informed decisions that drive your business forward.
With our advisory services, you gain access to a trusted partner who understands the intricacies of your industry and business goals. We offer personalized recommendations based on thorough analysis, whether you're looking to optimize cash flow, improve profitability, or plan for long-term success.
We also support you through critical phases of your business journey, from startup planning and strategic growth to exit strategies and succession planning. Let us be your partner in unlocking new opportunities, increasing efficiency, and driving business excellence.
We'll prepare accurate and timely financial reports to meet the needs of your board of directors, donors, and other stakeholders.
We specialize in grant accounting, making sure you comply with all grant requirements and maximize your funding opportunities.
We'll help you navigate the complexities of nonprofit compliance and assist with audit readiness to make sure you maintain transparency.
Our service is designed to assist board members with the knowledge and skills needed to fulfill their responsibilities effectively, making sure your organization is well-governed and compliant.
We provide tailored training sessions that cover the key principles of nonprofit governance, including fiduciary duties, strategic planning, fundraising, and legal compliance.
Through our comprehensive training, board members will gain a deeper understanding of their roles in overseeing the nonprofit’s financial health, operations, and overall mission.
We help foster strong leadership, enhance collaboration, and making sure that board members are aligned with the organization’s vision and goals.
Rolanda’s tax preparation is top-notch! Really appreciated the personalized financial advice too. Made my financial planning feel super manageable.
Rolanda's financial advice is top-notch. I switched after mediocre experiences elsewhere. Her bookkeeping clarity truly sets her apart. Definitely sticking around.
Rolanda handled our IRS situation with calm efficiency. Her constant communication gave us peace of mind, making this stressful situation much more manageable.
FAQs
Key Answers for Your Financial Queries with Rolanda S. McDuffie, CPA
Can Rolanda S. McDuffie, CPA assist with both personal and business taxes?
Yes, we offer comprehensive tax services for both individual taxpayers, various businesses and nonprofit organizations.
What kind of records do I need to keep for effective bookkeeping?
You should maintain accurate records of income, expenses, bank statements, invoices, and receipts.
How often should I consult with a financial advisor?
We recommend an annual review, but more frequent sessions may be needed based on your financial goals.
Am I required to use a CPA for my taxes?
While not a legal requirement, using a CPA can provide significant benefits, including ensuring compliance with tax laws, maximizing deductions, and strategic planning for future tax liabilities.
How can Rolanda S. McDuffie, CPA assist me if I'm selected for an IRS audit?
If selected for an IRS audit, we represent you, prepare documentation, and protect your rights.
Do you provide online or virtual accounting services?
Yes, we offer both online and in-person services, depending on your preference and location. Our virtual services are comprehensive, secure, and designed to fit your busy lifestyle.