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 This page highlights many of
the services that Sterck Kulik O'Neill offers.
However, the most important service is the one you
want. If you don't see a particular service listed, ask us.
Sterck
Kulik O'Neill wants to provide the
help you need.
For additional information on any of our specialties,
please click on the heading to view a full page on that topic. Or,
contact us.
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Business
Development Programs and Services:
  Sterck
Kulik O'Neill is extremely proud of its
business development protocols.
Professionals will
work with you to help you identify your key goals and help you solve
your key frustrations in running your business.
Development
activities include:
- Strategic Planning
- General consulting services
- Business plans
- Computer consulting
- Information systems
- Profit planning and analysis
- Cash flow projections
- Systems review and designs
- Budgets and forecasts
- Financing alternatives
- Time management
- Business roundtable
- Key Performance Indicators
- Benchmarking and trend analysis
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Business Roundtables
 The Business
Development Roundtable is designed for business leaders who need to get up
to speed quickly on how to direct their operations, satisfy their
customers, and assimilate competitive
analysis. Through comprehensive discussions and through individual exploration, Sterck Kulik O'Neill
Roundtables help
small company entrepreneurs position their businesses above the competition. |
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Interim Chief Financial Officer: A CFO to Grow!
Your
growing business's need for improved financial systems, financial planning,
and fiscal control cannot wait.
Your current lead financial person is unable to step up to the
responsibilities because of their experience level... or perhaps
they are leaving the company!
Your search for the right permanent Chief Financial Officer
should not be rushed.
The solution? A CFO to Grow!
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Audit,
Accounting and Assurance Services:
Sterck
Kulik O'Neill provides a full range of accounting services including Audits, Reviews
and Compilations of financial statements as well as court accountings,
internal control analyses, establishment of accounting systems and
operational and compliance audits.
- Financial statement services:
- Audits
- Reviews
- Compilations
- Bookkeeping and payroll accounting services
- QuickBooks support
- Agreed-upon procedures engagements
- Internal control evaluation
- Operations review
- Compliance audits and attestation
- Employee benefit plan accounting and auditing
- Personal financial statements
- Forecasts and projections
- Other attest services
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Tax Services:
We
provide tax preparation services for individuals, trusts and estates,
and all business entities. We only use the profession's top
recognized software to assist in tax preparation. However, tax
preparation is only half of the story...contact us to assist with your
tax planning needs.
- Tax return preparation for:
- Businesses
- Individuals
- Not-for-profit organizations
- Employee benefit plans
- Trusts
- Estates
- IRS examinations
- Tax planning for individuals and businesses
- Payroll tax reporting
- Sales tax reporting
- Business property tax reporting
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Conservatorship and Trust Accounting
We have extensive experience with trusts
and conservatorships. We are sensitive to needs of the Trustees, the
beneficiaries, and family and friends.
We provide ad hoc project support as well as ongoing help over
a number of years. You choose the exact services needed for your specific situation. |
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Estate Planning
We help clients assemble, preserve, and eventually distribute an estate
which satisfies the financial and emotional needs of the client and of
their families.
Sterck Kulik O'Neill understands the consequences of the recent tax
law changes and knows how to make the best use of appropriate estate
planning mechanisms. |
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Homeowner and Condo Associations
The Federal government and the state of California let homeowner
associations opt for special tax treatment of their income.
Sterck Kulik O'Neill helps associations understand the advantages --
and potential disadvantages -- of the filing options. We complete
the appropriate paperwork and offer other financial services for the
association. |
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Professional Training for Accountants:
Sterck
Kulik O'Neill seminars for professional accountants teach fellow
business development specialists how to increase their overall value to
their own clients. These classes discuss the tools and techniques which we at Sterck Kulik O'Neill have
used to improve the business of our clients.
Participants:
- Earn Continuing Education Credits
- Learn key growth strategies for small
businesses
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Individual
Planning Services:
- Retirement Planning
- Personal financial planning
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Miscellaneous Services:
We
offer a full range of business and financial planning services including
retirement planning, estate planning, succession planning, business
formation and insurance planning. We have worked with
clients involved in the divorce process to assist in identifying and
resolving property and support issues. We offer litigation support
services and have provided expert witness testimony when called upon to
do so.
- Mergers and acquisitions assistance
- Litigation support
- Fraud investigations
- Business startup services
- Telephone answering and communication training
- Customer Service Training
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