Ickes Lawrence J

Our team of highly qualified professionals is dedicated to providing exceptional financial guidance and support to individuals, non-profit organizations, and businesses in the Lewisburg, WV area. We understand that financial matters can be complex and overwhelming, which is why we strive to make the process as clear and straightforward as possible. We take pride in our personalized approach, working closely with each client to understand their unique needs and goals.

Whether you are seeking assistance with estate planning, financial planning, tax preparation, or business advisory services, our experienced team has the knowledge and expertise to help. We leverage our in-depth understanding of accounting principles, tax laws, and industry best practices to deliver tailored solutions that meet your specific requirements.

Individual Services

We understand that each individual's financial situation is unique, which is why we offer a range of personalized services to meet your specific needs. Whether you're planning for the future with estate planning and management or seeking guidance on financial planning, our team can provide the knowledge and support you need to make informed decisions. We believe in fostering a strong, long-lasting relationship with our individual clients, partnering with them throughout their financial journey.

Non-Profit Services

Navigating the complex financial landscape of the non-profit sector requires specialized expertise. Our team understands the unique challenges and requirements faced by non-profit organizations. We offer comprehensive services designed to support your mission and ensure financial stability. From IRS return preparation and audits to donation management, we are committed to helping your organization optimize its financial performance and maximize its impact.

Business Services

We provide a comprehensive suite of services to help businesses of all sizes achieve their financial goals. Our team's expertise spans across various areas, including business planning, cash flow projections, compliance reviews, business audits, payroll management, and IRS filings. We understand that every business is unique, and we take a personalized approach to tailor our services to your specific needs, helping you navigate the complexities of the financial world and achieve lasting success.

QuickBooks Training

QuickBooks has become a staple for many businesses, but mastering its intricacies can be challenging. We offer personalized QuickBooks training to help you and your team effectively utilize this powerful accounting software. From initial setup and installation to advanced features and functionality, our expert trainers will guide you through every step, ensuring your financial data is accurate and accessible.

Peachtree Training

Similar to QuickBooks, Peachtree can be a valuable asset for businesses, streamlining accounting processes and improving financial visibility. However, learning its nuances requires time and expertise. Our team can provide one-on-one Peachtree training, addressing your specific challenges and ensuring you can confidently leverage this software to manage your financial affairs.

Business Planning

A strategic business plan is the roadmap to success, providing clarity, direction, and focus. Our team can assist you in crafting a comprehensive business plan, aligning your vision with achievable goals. We work closely with you to identify your target market, financial projections, and operational strategies, creating a solid foundation for growth and sustainability.

Cash Flow Projections

Maintaining a positive cash flow is crucial for the health and longevity of any business. We offer expert cash flow projections, analyzing your income and expenses to anticipate future cash needs. This allows you to make informed financial decisions, plan for potential shortfalls, and ensure your business has the resources to thrive.

Compliance Reviews

Ensure your financial records meet regulatory requirements with our comprehensive compliance reviews. Our team will meticulously examine your financial statements and practices, identifying any areas of concern and recommending necessary adjustments to maintain compliance with all applicable laws and regulations.

Business Audits

Whether seeking investor confidence, securing financing, or ensuring internal financial integrity, a business audit is an essential tool. We provide thorough and reliable audits, adhering to the highest professional standards, to verify the accuracy and reliability of your financial statements.