Services

For over 25 years, Cashuk, Wiseman, Goldberg, Birnbaum & Salem, LLP (CWGBS) has been helping clients achieve their personal and financial dreams. We work closely with our clients and their advisors to organize and simplify all of their financial affairs and identify and develop goals that will help them achieve their dreams.

Tax Planning & Preparation

We assist our clients in individual and business tax planning throughout the year.

We handle planning for individuals, corporations, partnerships, fiduciaries, trusts, estates, and audits. In addition, the firm provides prepared financial statements, comprehensive financial planning and bookkeeping services.

Certified Audits

We have more than 25 years of experience performing certified audits for mortgage companies. These companies are required by governmental agencies and vendors to have an audit each year.

CWGBS, LLP performs audits for mortgage companies in most states nationwide. The company also conducts audits for homeowners associations, non-profits, and 401k plans.

Monthly Compilations of Financial Statements

CWGBS, LLP has earned an outstanding reputation by acting as a quasi-controller for companies who cannot or choose not to employ their own full-time accountants.

  • Financial Statements
  • Strategic Business Consulting and Tax Planning
  • State and Federal Tax Preparation and Filing

Technology Consulting

CWGBS, LLP provides comprehensive assistance in computerizing businesses. We train clients on the set-up and use of their accounting software.

  • Hardware and Software Selection
  • Network Installation
  • Training
  • Maintenance
  • Ongoing Consulting

QuickBooks Training & Support Services

As Certified QuickBooks Professional Advisors, we can help you with any QuickBooks accounting or payroll assistance you need. Whether you use QuickBooks Basic, Pro, industry solutions Premier, and Enterprise Edition or QuickBooks Online, we can help you increase your productivity.

Each year new QuickBooks enhancements include dramatic improvements and breakthrough features and benefits that enable you to get more done in less time. We can help you incorporate those improvements thus allowing you to become more productive and more successful.


QuickBooks installation and setup

We offer professional QuickBooks Installation and Setup services. We will come into your office and install a QuickBooks version best suited for your business. Once QuickBooks is installed properly on your system, the setup process is ready to begin.

It is extremely important that your setup be completed accurately and in a timely manner. Accurate setup is crucial from inception:

  • Business entity and industry – setup is specific to your business
  • Accounting methods – the appropriate method you use to run your business
  • Chart of accounts – probably the most fundamental step in setting up your books
  • Ease of completing accounting tasks
  • Increased productivity by spending less time managing the books.
If you already have your company set up in QuickBooks, but it is not running to your satisfaction, we will come in and see if improvements are needed.

QuickBooks file review and data analysis

Our QuickBooks File Review and Data Analysis service assists companies that have the capabilities and resources to perform QuickBooks accounting and payroll tasks, and also need a QuickBooks ProAdvisor to review transactions, accounts, reconciliations and reports.

Regularly scheduled assessment ensures that you receive information that is timely, relevant, and reliable. We inform you of any:

  • Corrections – i.e. improper receivable/payable transactions
  • Adjustments – i.e. depreciation
  • Reclassifications – i.e. proper income and expense classifications
We will propose to you any adjustments or corrections that we consider important in correctly reflecting your financial balances. It is up to you to approve of these adjustments or corrections.

QuickBooks support and training

Currently we also have QuickBooks training in our offices. For more information, please contact our office at hblake@cwgcpa.com.

We continue to serve you through our on-going support and training, at diverse levels, depending upon your situation and needs.

Our hands-on QuickBooks training at your office includes:

  • Chart of accounts issues
  • Journal entries
  • Receivable/payable concerns
  • Payroll instruction
  • Reconciliations
  • Aging reports
  • Financial reports
  • Other issues personalized for your specific company’s needs
For ease of supporting you efficiently, we have several options to assist in your QuickBooks data file transfers to and from our office, as well as, remote access to operate your computer files and applications.