Services and Solutions

Unmatched Client Service

Our professionals share a dedication to providing the highest level of personal service. We go beyond simply responding to our clients’ immediate needs—we offer trusted counsel to help them plan ahead for a solid financial future.

+ Core Services

We provide a full spectrum of accounting-related services, including tax preparation and planning, auditing, bookkeeping, business consulting and financial management.

Tax-Related Services

  • Full tax compliance—including the preparation of federal, multi-state, California and local returns—for income, sales, payroll and property taxes for business, individual and fiduciary clients
  • Tax planning and consulting for business mergers and acquisitions, real estate transactions and entity structuring
  • Annual tax planning, and estate and gift planning for individuals
  • IRS and Franchise Tax Board audit representation including tax settlement negotiations and tax lien relief
  • International tax planning and compliance

Audit, Attest and Accounting Services

  • Full audit and attest services, including reviewed financial statements for private businesses, nonprofit organizations, municipalities and school districts
  • We provide recommendations for management to strengthen controls, gain efficiencies and improve operating results
  • We offer compilations on an annual or more frequent basis

Business Consulting Services

  • Internal control review and audits
  • Succession planning
  • Business valuation review and analysis
  • On-site accounting services
  • Assistance with CFO/Controller transitions
  • Merger and acquisition analysis and structuring
  • Business plan development and review
  • Assistance with conventional and non-conventional debt financing and restructuring

Other Services

  • Litigation support and expert witness services
  • QuickBooks® and other accounting software consulting and training
  • Bookkeeping services and back-office support
  • Estate planning and trust services
  • Executive compensation planning including deferred compensation, stock options and other equity based plans
  • ESOP planning and implementation

+ Wine Industry Services

In many ways, winemaking is like accounting—in order to succeed, you need to plan ahead, manage variables and pay attention to detail.

As the premier CPA firm located in the Central Coast wine country, we take pride in understanding the unique requirements of the wine industry. Accordingly, our wine industry specialization team now manages the accounting, attestation, tax compliance, and planning needs of more than 100 vineyard and winery operations.

Following are services that we provide to our wine industry clients:

Assurance and Advisory Services

  • Includes audit, review, and compiled financial statements

Cost Accounting for Wineries and Vineyard Costs

  • LIFO and other inventory methods
  • Inventory control and valuation
  • Change of accounting method application to optimize tax strategies

Financial Forecasting and Projections

  • Budgeting and cash flow
  • Harvest and accounting cycles
  • Strategic business planning
  • Business entity selection
  • Business plans
  • Assistance with bank financing
  • Cash vs. accrual accounting methods

Tax Planning and Compliance

  • Tax preparation for business entities and owners
  • Financial vs. tax accounting methods
  • IRS representation
  • Cost segregation and fixed asset studies

Retirement, Business Succession, and Estate Planning

  • Maximizing current funding of deferred plans
  • ROTH IRA conversion planning
  • Generational transition

“Back Office” Support

  • Controller / CFO outsourcing
  • QuickBooks support and consulting
  • Sales tax, payroll, and payroll tax preparation
  • Business property tax preparation

+ Credit and Collections Services

At Glenn Burdette, we help you design and implement customized credit and collections policies that keep your business running smoothly and successfully. We can also show you how to improve your existing credit and collections processes, as well as assist you in collecting receivables.

Credit Services

  • Develop credit policies and applications
  • Work with outside credit reporting bureaus
  • Gather pertinent credit information on prospective customers
  • Foster understanding of credit ratings and related information
  • Evaluate customers before extending credit
  • Train in-house staff in credit evaluation techniques
  • Respond to questions on credit laws, bankruptcy laws and small claims court

Collections Services

  • Implement policies and train staff on collection techniques
  • Collect accounts on an ongoing basis when staff or time constraints do not allow you to do it
  • Provide bad debt collections on consignment—you only pay if we collect
  • Offer expert representation in small claims court proceedings