 Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional. |
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| (Click Service Title For Details) |
| Investment Consultation & Planning | Financial Services | ||
| Accounting Software Consultation | Small Business / Corporate Accounting | ||
| Management Advisory Services | Payroll Services | ||
| Information Technology | |||
| Investment Consultation & Planning |
| Whether you are searching for ways to accumulate wealth, pay for a college education, be financially secure in retirement or minimize estate taxes, planning is the first step toward achieving your goals. At Seitz, Leatherman & Kolb, LLC we create customized investment programs for you by discussing your goals, identifying your time horizon and assessing your risk tolerances. Once your investor profile is created, we will recommend suitable products and services that meet your financial and retirement planning needs. To make sure these products and services are acheiving your goals, we will regularly monitor your investment portfolio and, when appropriate, suggest changes to ensure it continuously meets your objectives. Some of the products and services we offer, include:
By applying diligent research and exercising careful planning, SLK, LLC will assist you in meeting all of your investing goals. |
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| Financial Services |
| Financial planning is the difference between creating your own financial future and just allowing it to happen. Sound planning is the best way to make sure your finances meet your immediate and future needs and Seitz, Leatherman & Kolb, LLC is here to help you make it happen. By discussing your lifestyle and personal goals, we will help you build the foundations of a financial plan that, with on-going reviews, ensures you enjoy life and are financially prepared to cope with unforeseen events. We always keep in mind that tax-effective investments combined with security and strong performance can increase your wealth dramatically over time. The best time to start your own financial plan is today. If you think you already have an effective investment strategy in place, we suggest allowing us to review it. We are highly qualified to provide tax-effective wealth building advice and we are unbiased as it relates to the products we use to achieve your goals. Some of the financial services we consult on, include:
Call on SLK, LLC to help you plan for and ensure a sound financial future. |
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| Accounting Software Consultation |
With numerous accounting software packages on the market, how can you tell which one is right for your business? Ask Seitz, Leatherman & Kolb, LLC, our goal is to help you choose software that delivers accurate information so that you can make better management decisions. To determine which packages you should consider we will review your current procedures, discuss your accounting system needs, evaluate data volume, number of users, reporting requirements and your current setup.
We offer you analysis, installation, training, customized reporting, and ongoing support for all your accounting system needs. Choosing the right accounting software is a critical decision that will impact your business. Seitz, Leatherman & Kolb, LLC will help you make the correct decision.
We are experienced with various software packages including the following and will help you understand which is the best fit for your situation.
As being Certified Pro Advisors in QuickBooks, we can offer our clients discounts on QuickBooks products. Follow the link below or contact one of our QuickBooks Certified ProAdvisors, René Dulis at rene@slk-cpa.com or Natasha Alderfer at natasha@slk-cpa.com.
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| Small Business / Corporate Accounting |
| As a business owner, you have a significant investment in your business. To protect that investment, we provide the services you need in a way that increases the value of your business and your overall profitability. At Seitz, Leatherman & Kolb, LLC, we have extensive experience in providing tax, accounting, and consulting services to closely held businesses and their owners as well as other individuals. Our mission is to help you set and meet the goals you would like to attain for yourself and your business. We do this by working with you on a monthly or quarterly basis to renew your books and records in an effort to maximize your income and minimize your income taxes - not only for the current year, but also on a broader, multi-year approach. We provide auditing and accounting services that provide the highly accurate information needed for management decision-making purposes as well as requirements by creditors and stockholders. Our services include but are not limited to:
Whether your enterprise is a small, medium or large business, you'll find us to be a breath of fresh air. We will help you maximize your profits, optimize your time and minimize your tax burden. |
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| Management Advisory Services |
| Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. The goal of our management advisory services is to help you develop goals for yourself and your business and then to review strategies and implement the selected alternatives so you can achieve those goals. Whether your goal is to lower costs, improve efficiency, add management reports or keep up with today's rapidly changing technology, Seitz, Leatherman & Kolb, LLC's management advisory services can help improve your business performance. We provide the objective and knowledgeable advice that your management team requires to make the most educated decisions. Our management advisory services include:
In a world of continual change, the success of your business depends on staying one step in front of the competition. At SLK, LLC we'll help you make sure your objectives and strategies keep you ahead of the game. |
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| Payroll Services |
| As a business grows, it must hire more employees, which can result in increased payroll administration that entails a complicated assortment of state and federal tax forms and filing obligations. At Seitz, Leatherman & Kolb, LLC, we offer reliable, efficient, and cost-effective payroll services that are customized to meet your needs. Our knowledgeable, trained payroll staff is up-to-date on the tax laws related to employee payroll. Whether you're looking for live weekly payroll processing or after-the-fact quarterly payroll return filings, contact us today and let us relieve you of the complexity of payroll to ensure that you stay compliant with your employer tax filing requirements. |
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| Information Technology |
| We would like to take this opportunity to introduce you to our technology alliance, Scott Mallon. Scott Mallon of Mallon Network Concepts, Inc. (MCepts) has been a business ally with Seitz, Leatherman & Kolb, LLC (SLK) providing Information Technology solutions for SLK and various SLK clients since 1999. As our primary IT support, Scott has not only maintained the workstations and servers, but has transitioned our network, server and workstations to newer technologies to keep pace with SLK’s growth. Having worked as a systems and network specialist for two Fortune 100 companies, a small networking business, and finally for himself, the company’s president, Scott Mallon, personally leads the organization with over 15 years of experience in the computer and networking field. MCepts is dedicated to providing professional, knowledgeable, and efficient computing solutions to its clients. The company specializes in planning, deploying and maintaining Microsoft server products such as Windows 2000 and 2003 server, Small Business Server, Exchange, Internet Information Server, SQL Server, Terminal Server, etc… MCepts supports all Microsoft packages such as Microsoft Office, MS Project, Remote Desktop, QuickBooks, Peachtree, Business Works, Adobe Acrobat, Adobe Photoshop, Quattro Pro, WordPerfect, BlackBerry Desktop Manager. MCepts implements and maintains many wired and wireless Internet solutions utilizing connectivity technologies such as FIOS, Cable, DSL, T1 and Cellular broadband. If you would like further information or support, please contact Mallon Concepts, Inc. by email at info@mcepts or phone 215.872.6400. |
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