Services


Consulting

Johnson, Peterek & Howse, LLC, provides a wide array of consulting services to our clients. We provide advice and guidance to clients in areas such as financial planning, tax strategy, and business operations. We work closely with our clients to understand their specific needs and challenges, then develop and implement bespoke solutions to help them achieve their goals.

We conduct financial analyses, develop budgets and forecasts, design tax strategies, and provide recommendations for improving business operations. We help our clients navigate complex accounting regulations and compliance requirements and provide guidance on financial reporting and analysis. We assist with merger and acquisition activity through the due diligence process and for clients who are deciding to sell their business, we aid in structuring the deal and calculating the valuation.


Tax Preparation

We offer tax preparation and compliance services for businesses and individuals. We pride ourselves on accurately and efficiently preparing tax returns for our clients, consistently growing our knowledge of the most recent developments and changes in the tax law and regulations at federal, state, and local levels.

In addition to preparing tax returns, Johnson, Peterek & Howse, LLC provide tax planning advice to our clients throughout the year. This could include recommending strategies for minimizing tax liabilities, identifying deductions and credits that our clients may be eligible for, and advising on compliance issues.


Audit

Johnson, Peterek & Howse, LLC provides audit and attestation services to numerous industries including employee benefit plans. We take a practical approach to the audit process which enables us to provide suggestions and enhance client accounting and reporting requirements. A partner is involved in all aspects of the audit process, from planning through issuance of the final report. We believe this approach to be refreshing to our clients who may be used to dealing with junior staff accountants when engaging other firms.

Johnson, Peterek & Howse, LLC is a member of the Employee Benefit Plan Quality Center of the American Institute of Certified Public Accountants. As a member, our firm is held to a high standard of performance and review. Because we do not have the high overhead of some firms, we are often able to provide our services at a more favorable rate.


General Ledger and Financial Statement Information

We provide general ledger and financial statement preparation services to assist our clients in producing accurate and informative financial statements. We review financial transactions recorded in the general ledger, making adjustments as necessary to ensure that the financial statements accurately reflect our clients’ financial positions and performance.

In addition to preparing financial statements, general ledger, and financial statement preparation Johnson, Peterek & Howse, LLC provide advice to client leadership on financial matters such as budgeting, forecasting, and financial analysis.


Bookkeeping

At Johnson, Peterek & Howse, LLC, we offer proficient bookkeeping solutions on a monthly, quarterly, and annual basis. From reconciling bank statements to preparing financial reports, we make sure that all financial transactions are accurately recorded and well-organized.


Personal Financial Statements

We work closely with high-net-worth individuals, executives, and business owners to gather and organize financial information to create a clear and accurate picture of an individual's financial status. In addition to providing personal financial statements, Johnson, Peterek & Howse, LLC offers financial advice and planning strategies to help clients achieve their financial goals.


Employee Benefit and Profit-Sharing Plans

Johnson, Peterek, & Howse, LLC designs, implements and manages of various employee benefits plans for our clients. We work closely with our clients to determine the most appropriate employee benefits and profit-sharing plans, carefully considering the company's specific needs and government regulations. Our approach emphasizes collaboration and compliance to ensure the best possible outcome.


QuickBooks Setup

We configure QuickBooks software for clients to ensure that it meets their specific accounting needs. This involves setting up accounts, creating charts of accounts, and linking bank and credit card activity to ensure that clients have accurate financial records. Through QuickBooks online, we can perform routine services on a monthly, quarterly, or annual basis.

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Let’s work together to create a strategy that works for your business.