Services
Tax Preparation and Tax Resolution Services
Dixon & Company works with individuals, small businesses, property owners, landlord and nonprofits on their tax preparation needs. Current year and prior year returns are prepared confidentially in a timely manner with on-going support throughout the year. We work with partnerships, S-Corporations and C-Corporations and set up systems to make tax reporting as efficient as possible. We prepare the following forms: 1040, 1065, 1120, 1120-S, and 990s. We also prepare 941s, 940s. W-2s, and 1099s.
Accounting Packages
While most clients use the latest version of Quickbooks, Dixon & Company is familiar with a variety of software packages and is committed to continuing education in this area.
Full Service Package
- General ledger, dual entry accounting, monthly financial statements and reporting, bank account reconciliations and
on/off-site support - Accounts payable management including bill payments and general cash disbursement, writes checks,verifies approval and monitors
- Unpaid bill status; Reports to Finance Committee or Treasurer
- Payroll processing, payroll tax reporting anmd where necessary cost allocation by funding source, division or line of business
- Prepares and monitors budgets
- Accounts receivable or grantor commitment monitoring including where required, invoicing and collections management
- Creates financial records for each entity usually with the latest version of Quickbooks
- Prepares fixed asset accounts with accompanying depreciation schedules
- Determines the appropriate accounts for the preparation of 1099”²s and other yearend tax filings
- Assist staff in the financial record keeping procedures as appropriate
Additional services:
- Grant, loan or investor reporting
- Back up for data (disaster recovery)
- Preparation of financial operations summaries
- document financial process of firm to create a desk manual for staff training and management
- Ratio analysis
- Depreciation and amortization schedules
Payroll 
Whether the client posts to general ledger or Dixon does, Dixon & Company prepares:
- Payroll stubs and makes them available electronically to employees and employers
- Prepares quarterly payroll reconciliations
- Prepares Quarterly state and federal reports (941s and labor reports)
- Quarterly and year end payroll reports for completion of state unemployment, state withholding and other reports
- Prepares yearend W2s, 1099 and federal and state annual filings
Review & Reconciliation
Client post to general ledger (using QuickBooks, Peachtree, Zero or other software) and Dixon & Company then provides:
- Review of monthly entries
- Reconcile bank statements. Bank statements are sent directly to Dixon & Company to increase internal control
- Provide year-end assistance to client staff in meeting and year end reporting for internal and external requirements
Customized Services
Working with client staff, Dixon & Company can also customize one or more of the following services:
- Post to general ledger (usually Quickbooks)
- Monthly financial statements
- Monthly bank account reconciliation
- Preparation of invoices
- Preparation of payroll reports for state and federal reporting
- Consulting to business start-ups
- Budget creation and monitoring
- Grant, loan or investor reporting
- Internal controls analysis
- Preparation of financials operations summary
- Document financial process of client as a reference manual for staff training and management
- Depreciation and amortization schedules
Training
Customized, on-site training is a great way to bring your staff, board, volunteers, or executive team together for a customized learning experience. We specialized in the designing courses tailored to specific audiences in the areas of financial management including bookkeeping careers (bookkeeping skills and preparation for professional certification); financial literacy for adults and young adults; basic accounting for non-financial managers; and financial management for business owners and managers for non-profit organizations. Once we assess your training needs, we arrange training at our location, or a location of your choice, and deliver half-day, full-day, or multiple-day training sessions on a variety of topics. We also provides customized training and reference materials.
Here are some of the topics we have provided training for:
– Board Development and Governance
– Grant proposal writing
– Fundraising
– Financial Management and Accounting
– Human Resource and Staff Development
– Communications and Marketing
– Volunteer Training and Recruitment
Target Audience:
– Businesses including family businesses, small professional offices, beauty salons and barbers, and food services and restaurants
– Nonprofit organizations of any size with groups of four individuals or more
– Support staff including mid-level management, CEOs, or administrative
– Board Members
– Volunteers
The fee is determined by the session length, as well as the client agency’s membership status with the Center.
Contact us for information on the packages and services available.
