SERVICING ALL STATES
Blue Sky Financial Services, LLC
Excellent accounting and financial services firm that offers Tax Preparation, Quickbooks Consulting and Instruction, Financial Statement Preparation, Part Time Controller and Accountant Services, IRS and State Representation Services, Business Setup Services, Small Business Startup Consulting, Investment in Other Businesses Advising, Inventory Services, Business Valuation Services, Loss Earnings for Personal and Commercial Damages, Employee Forensic Fraud Audits, and Divorce Forensic Fraud Audits.
Clients get personalized attention.
Help businesses grow profits.
Help new business startups to grow and be successful.
Help businesses with important financial services.
Call or email Harry Rosenberg, owner of Blue Sky Financial Services, LLC for an appointment.
(908) 770-8667,
(702) 330-0636
We accept: Visa, Mastercard, American Express, Paypal, Zelle, and Checks
Blue Sky Financial Services, LLC is owned by Harry Rosenberg. Harry Rosenberg has over 25 years of experience working as an accountant, financial consultant, business advisor, and business owner. Harry Rosenberg with all this experience can help set up, grow, maintain, and perform various financial services for individuals and businesses. The various accounting and financial services include Tax Preparation, Quickbooks Consulting and Instruction, Financial Statement Preparation, Part Time Controller and Accountant Services, IRS and State Representation Services, Business Setup Services, Small Business Startup Consulting, Investment in Other Businesses Advising, Inventory Services, Business Valuation Services, Loss Earnings for Personal and Commercial Damages, Employee Forensic Fraud Audits, and Divorce Forensic Fraud Audits.
Education:
A graduate of The State University of New York at Albany with a B.S. in Accounting and minor in business.
Qualifications:
Certified Public Accountant
Quickbooks Proadvisor
Certified Business Consultant
Experienced Business Valuation Analyst
Memberships in Professional Organizations:
Chamber of Commerce
Blue Sky Financial Services, LLC does these services for
companies in the following industries:
Transportation, Ecommerce, Legal, Retail, Wholesale, Manufacturing, Home Improvement, Landscaping, Snowplowing, Restaurant, Entertainment, Real estate, Medical, Hair Salon, Non-Profit, and all other types of businesses.
Tax Preparation Services:
Blue Sky Financial Services, LLC prepares for both individuals and businesses
personal, corporate, partnership, trust, non-profit, payroll, sales, and estate tax returns.
Quickbooks Consulting and Instruction:
Blue Sky Financial Services, LLC performs on Quickbooks desktop and online for businesses adjusting journal entries, Accounts Receivable and Payable aging maintenance, analysis and adjustment of assets, liability, revenue, and expense items, preparation of financial statements, and other functions. The financial statements are used to be put on tax returns and for other purposes. In addition, Blue Sky Financial Services, LLC offers classes/lessons in Quickbooks desktop and online. The training includes writing and printing out checks, making deposits, producing financials, and other functions. The Quickbooks teachers on staff are Certified Quickbooks Proadvisors.
Financial Statement Preparation:
Blue Sky Financial Services, LLC can prepare
financial statements for businesses for different needs to include getting financing from a bank, to see how profitable business is at certain time, analyze for overspending, analyze sales trends, for lawsuits, business valuations, and other business aspects.
Part Time Controller and Accountant Services:
Blue Sky Financial Services, LLC can provide part time accountant/part time controller services for companies. The services will help businesses to get and keep their books in order, lower taxes by recording and using all available expenses, and other financial services. The other financial services includes accounts receivable and payable aging maintenance, bill paying services, revenue analysis, budget services, Quickbooks desktop and Quickbooks online maintenance, and supervision of employees when required.
IRS and State Representation Services:
Blue Sky Financial Services, LLC can help individuals and businesses file back tax returns, get payment plans/offer in compromises for back tax debt, abatement of penalties, apply for innocent spouse relief, and apply for release of tax liens/levies. In addition, Blue Sky Financial Services, LLC can represent individuals and businesses that are getting audited by the IRS and/or the State.
Business Setup Services:
Blue Sky Financial Services, LLC can setup your business by filing necessary paperwork with Federal, State, and local governments. In addition, will help in choosing correct legal and tax structure for your business.
Small Business Startup Consulting:
Blue Sky Financial Services, LLC can navigate the way on how to start a business, grow, and run it successfully. The starting phase advice would include helping get financing, business plan, market research, analyzing industry trends, and review competitor businesses in same sector. In addition, this can also include after startup phase advice on growing with advertising, pricing, keeping a proper set of books, using proper forms to hire employees, paying people as independent contractors versus employees, and other business aspects.
Investment in Other Businesses Advising:
Blue Sky Financial Services, LLC can give proper advice to a person or a business that wants to invest in another business make
the proper decision. Blue Sky Financial Services, LLC can do this by analyzing financials, industry trends, market research,
competitors, and other business aspects of a potential business purchase. Blue Sky Financial Services, LLC also invests in other types of businesses and with this experience can also help a person or business make correct decision to buy or not in another business.
Inventory Services:
Blue Sky Financial Services, LLC performs inventory services for retail, wholesale, restaurant, and other types of businesses. The inventory services also include inventories for individuals. The services also include when necessary use of a wireless bar code scanners to scan in product codes.
Business Valuation Services:
Blue Sky Financial Services, LLC performs business valuations for purchasers and sellers of businesses. In addition, Blue Sky Financial Services, LLC performs business valuations for divorce cases. The business valuation includes different accounting tests and procedures to determine the value of a business so a sales or purchase price can be agreed upon. The accounting procedures to do this include analyzing business revenue and expenses, and business assets and liabilities. The analysis also includes when necessary review of intangible assets such as business client and customer lists, and also goodwill. Goodwill is the intangible value of the business such as name, recognition, and location. Business client and customer lists and goodwill are the intangible assets of a company beyond the hard assets. The analysis of these intangible assets help determine the value of a business so a sales or purchase price can be agreed upon.
Loss of Earnings - Personal Damages:
Blue Sky Financial Services, LLC performs personal loss of earnings engagements for individuals and their family members damaged by wrongful termination, permanent disability, temporary disability, and wrongful death. Blue Sky Financial Services, LLC can prepare accounting reports to show lost wages, fringe benefits, and retirement benefits that a person and family members would lose over a future projected time period as a result of a person not working anymore. In addition, the accounting reports can show total financial loss as a result of damages which can help get a financial legal settlement.
Loss of Earnings - Commercial Damages:
Blue Sky Financial Services, LLC performs business damage engagements for businesses damaged by either a breach of contract or law broken. I can prepare accounting reports to show how a breach of contract or law broken caused a business entity lost profits, lost sales, and other expenses. The reports would also include "what if" scenarios such as how a business would of done better financially if the breach of contract or law broken had not occurred. Finally, the accounting reports can also help get either financial settlements or awards for damages that occurred.
Special Note #1 for Loss of Earnings Commercial Damages - I have prepared a report for a case for a company that lost hundreds of thousands of dollars for not being able to operate business because of delay of construction of building the business operates out of. My report was used in court which helped business recover the lost monies.
Special Note #2 for Loss of Earnings Commercial Damages - I have prepared
a report for a case for a company that lost profits because of engineer design delay that prevented business from operating. My report was used in court which helped business recover the lost profits.
Employee Forensic Audits:
Blue Sky Financial Services, LLC can conduct employee fraud audits by examining accounting records and performing various accounting tests to investigate whether an employee is committing fraud in a business. Employee fraud can involve things like check tampering, theft of cash, illegal credit card use, recording false accounting entries, and not recording sales.
Special Note #1 for Employee Forensic Audits -
The cases I prepared reports for included some where employees were found embezzling funds from a legal business and a restaurant. My work found proof in these cases that the employees were stealing by different methods.
Divorce Forensic Fraud Audits:
Blue Sky Financial Services, LLC can examine bank statements, credit cards, and other records to determine if one spouse is taking money from another without the other's authorization. In addition, can when necessary try to determine if one spouse is hiding monies from another in secret bank accounts, financial accounts, secret stash of cash, and other financial vehicles to hide assets.
Reach out with any questions or to set up an appointment.
Harry Rosenberg, CPA Owner blueskyfinancial55@aol.com (908) 770-8667, (702) 330-0636
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
Copyright © 2024 Blue Sky Financial Services LLC - All Rights Reserved.
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