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Services

Moore Lyles, McCarty & McGilvray, LLP 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:


QuickBooks Advisory Services

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.

Moore, Lyles, McCarty & McGilvray, LLP offers the following solutions to help meet your QuickBooks needs:

Want to simplify your life and unlock the real value of your financial information? Work from anywhere anytime, view your financial information at your convenience on any device, never hassle with backups and transferring files to your accountant ever again! Contact us now so we can go over our QuickBooks Online services and get you set up today!

Personal Training

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

Installation

We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.

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.

Accounting & Bookkeeping 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. Moore, Lyles, McCarty & McGilvray, LLP'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 and payroll report preparation
  • Sales tax reporting
  • Cash flow budgeting and forecasting
  • Personal financial statements

Tax Preparation, Compliance and Advisory Services

At Moore, Lyles, McCarty & McGilvray, LLP, we provide a full range of tax services to meet both your personal and business tax reporting requirements. We focus on providing value to our clients by implementing strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to meet your financial goals.

These services include but are not limited to:

  • Federal Tax preparation for Corporations, Partnerships, LLC's and Sole Proprietors
  • Federal Tax preparation for Individuals, Estates and Trusts
  • Federal Tax preparation for Non-profit Organizations
  • State Tax preparation for Individuals
  • State Tax preparation for your Business (Texas Franchise Tax)
  • Foreign National Tax Reporting
  • Tax planning and implementation of strategies to minimize your tax liability
  • IRS representation

Financial Reporting & Assurance Services

Moore, Lyles, McCarty & McGilvray, LLP's financial statement services comprise all levels of assurance depending on your company's needs.

Audits

Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.

Reviews

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations

Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Agreed-Upon Procedures

An agreed-upon procedures is an engagement which specific procedures similar to those of an audit are carried out and we report back any fact based findings. The report is restricted to those parties that have agreed to the procedures to be performed and can be helpful for the recipients of the report to form conclusions and make financial decisions accordingly.

Business Advisory Services

At Moore, Lyles, McCarty & McGilvray, LLP we assist our clients in controlling costs, increasing efficiency, and implementing new technologies and procedures that best position their business amidst constant changes to the marketplace, accounting standards and tax laws.

These services include but are not limited to:

  • Entity selection and restructuring
  • Tax planning and implementation of strategies to minimize your tax liability
  • Accounting software selection, implementation and support
  • Financial projections and forecasts
  • Cash flow budgeting and forecasting
  • Debt and finance advising

Information Request for Services Listed Above