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Professional Services

John Boyd CPA serves construction, insurance, legal, real estate, luxury products, agriculture, retail, numistatics, restaraunts, and hospitality clients. My goal is to retain businesses in these industries with interest in using the QBO platform.

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QBO ProAdvisor Accounting and Bookkeeping

  • Monthly, Quarterly, or Yearly Accruals

  • QuickBooks Online Onboarding and Migration

  • AP/AR Management

  • Payroll Administration

  • Inventory Management

  • Sales and Revenue Accruals

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Yearly Tax Compliance

  • Business Tax Preparation and Filings

  • Tax Advisory, Strategy, and Planning

  • Back Tax Catch-up and Accounting Period Make-up

  • IRS and DoR Representation

  • Forensic Accounting

  • Non-Profit Tax, Accounting, and Grant Writing

  • Federal, State, and Local Registrations

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Advisory and Management Consulting

  • Internal Audit Development and Consultation

  • Profit and Loss Reporting

  • Borrowing Base Certifications

  • Banking and Cashflow Management

  • Forecasting and Resource Planning

  • CFO, Controller, and Analyst Interim Management

Bank Strategic Planning and ALCO Consulting

Video Consultation

  • Meeting member proxy or advisor

  • Meeting keeper or secretary

  • Regulatory representation

  • OCC, Federal Reserve, of FDIC

  • Strategic planning

  • Succession planning

  • Interest Rate Risk analysis

    • EVE, NIM, GAP, and Rate Shocks

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