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Business & Non-Profit Services

Caskey & Daily, P.C. provides a wide range of services to businesses in a variety of industries and non-profit entities. At Caskey & Daily, P.C., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Tax Management Services

At Caskey & Daily, P.C., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

We offer tax planning and preparation services to:

  • Sole proprietors
  • Partnerships and LLCs
  • S Corporations
  • Small and large corporations including non-profits

    Accounting Services

    From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services guide you to your goals and include the following:

    • General ledger and financial statement preparation
    • Bookkeeping (Monthly, quarterly, or annual)
    • Accounting system setup and support
    • Cash flow budgeting and forecasting
    • Compilation of financial statements

    QuickBooks & Peachtree Accounting Software Assistance

    QuickBooks and Peachtree accounting software can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software. We help you use it more efficiently and more effectively.

    We offer the following solutions to help meet your QuickBooks & Peachtree needs:

    • Personal Training
    • Installation
    • Setup
    • Support
    • Review

    Entity Selection and Restructuring

    Your business entity has a large impact on your taxes and personal liability. From your company's inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

    IRS Representation

    Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready to answer any and all questions the IRS or state tax authorities may ask of you.

    Cash Flow and Budgeting Analysis

    Good cash management can improve a company's liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.


    Information Request for Services Listed Above