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Services

Logan, Bowyer & McCullough, P.A. provides a wide range of services to individuals and businesses in a variety of industries. 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 Logan, Bowyer & McCullough, P.A., 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 are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

These services include but are not limited to:

  • Preparation of individual and business tax returns
  • Representation for IRS and State audits
  • Entity selection and restructuring
  • Consulting for the buying or selling of a business
  • Tax planning

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. Logan, Bowyer & McCullough, P.A.'s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and return preparation
  • Litigation support

Audits, Reviews, and Compilation

Logan, Bowyer & McCullough, P.A.'s financial statement services comprise all three levels of assurance depending on your company's needs.

Audits

Logan, Bowyer & McCullough, P.A. is a highly respected firm known for providing technical expertise in the field of accounting and auditing. David Logan is the partner in charge of accounting, auditing and quality control. Mr. Logan has practiced as a CPA with emphasis in Accounting and Auditing since 1973. The firm approach to providing audit services is to study and evaluate the audit client's system of internal control. A management letter is then issued that explains in detail any findings. Suggestions for improvements are made to clients in a mutually respectful and helpful manner.

Reviews and Compilations

A financial statement review engagement provides third parties limited assurance that material modifications are not needed. A review includes analytical procedures and inquiries. It is substantially less in scope than an audit.

A financial statement compilation engagement assists management in presenting financial information in the form of financial statements. No assurance is provided on compiled financial statements.

Industries served by the firm include construction, common interest realty associations, member associations, not for profit organizations, governmental entities, auto dealerships, agriculture, and audits performed under Government Auditing Standards (Yellow Book).

Services to Other Firms

Peer Review


Partner David Logan performs peer review services for accounting firms throughout the state of Florida. Mr. Logan is an experienced reviewer and has performed reviews through the AICPA program since inception in the late 1980’s. Mr. Logan has served a number of years and is currently a member of the FICPA state Peer Review Acceptance Committee that considers the procedures performed and consistency of conclusions of review team captains. In addition to compliance with professional audit standards Mr. Logan offers suggestions for audit techniques and efficiency opportunities noted during reviews. For more information on peer reviews visit the website of the AICPA or the FICPA.

Our firm has undergone peer reviews since the inception of the AICPA program. See our most recent Peer Review Report

Services to Comply With AICPA-SQCS


  • Engagement Quality Control Reviews
  • Annual Inspections
  • Quality Control Document evaluations

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Logan, Bowyer & McCullough, P.A.'s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Litigation Support and Forensic Accounting

Logan, Bowyer & McCullough, P.A. litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.

QuickBooks Accounting Help and Assistance

QuickBooks 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.

Logan, Bowyer & McCullough, P.A. offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.

Setup

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

Review

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Logan, Bowyer & McCullough, P.A. can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Payroll Services

Logan, Bowyer & McCullough, P.A.'s payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Logan, Bowyer & McCullough, P.A. 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.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Logan, Bowyer & McCullough, P.A. combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Assurance and Advisory Services

At Logan, Bowyer & McCullough, P.A., we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

  • Audits, reviews, and compilations
  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Business valuations
  • Financial projections and forecasts
  • Debt and finances advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Logan, Bowyer & McCullough, P.A. 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.


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