Broker Check

Services

Navigating through complex financial matters can be, well - complex. Between regulatory changes, market shifts, and your personal life, keeping up with accounting, taxes, and wealth building strategies is close to impossible to do on your own. Goldsmith & Associates provides comprehensive financial services aimed at helping individuals, corporations, and organizations meet their goals.

As a team of finance professionals, we truly enjoy seeing our clients succeed, and playing a part in helping them reach their goals. If you have financial management, accounting, or tax needs, give our office a call today

Accounting Services 

Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use. 

Financial Planning

Our firm offers a comprehensive approach to financial planning, by getting to know you personally to help make the best recommendations for your specific situation.  We look not only at your future retirement needs, but your current spending, budget, life goals, taxation and more; planning for your financial goals throughout your life while being tax efficient. Whether that is helping payoff liabilities, contributing more to retirement, diversifying your portfolio, minimizing taxes, college savings, we have solutions. Contact us for a review of your financial situation today.

Payroll Services 

Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns. 

Sales Tax Services 

Our firm prepares all sales tax filings and offers full sales tax audit representation.

QuickBooks Online Certified

We have a certified QuickBooks Online Pro Advisor available to help manage your company on QuickBooks. Whether it is Accounting, Payroll, Reporting or you may just need help better tailoring the program to work with your company or industry, we are here to help.

Cash Flow & Budgeting Analysis

Our firm offers expert cash flow and budgeting analysis that can help you minimize cost overruns, lost purchase discounts, and uncollectible receivables. Many of our clients state that these value-added services are indispensable.

Financial Forecast and Projections 

Our firm provides complete financial and business forecasting services, including proforma projections. We will also customize -What If- planning scenarios to help management foresee and plan for unexpected business contingencies.

Financial Statements 

Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analysis that can help business owners and managers eliminate inefficiency and realize a business' full profit potential. 

Bookkeeping/Write-Up 

Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis


Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.



Thank you! Oops!