Services
O'Donnell & Company, Inc. provides a wide range of services to individuals and businesses in a variety of industries. At O'Donnell & Company, Inc., 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 and Preparation Services
At O'Donnell & Company, Inc., 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.
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. O'Donnell & Company, Inc.'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, 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
- Personal tax return preparation
- Employee benefit and profit-sharing plans
- Corporate tax planning and return preparation
Financial and Retirement Planning
O'Donnell & Company, Inc.'s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, O'Donnell & Company, Inc. can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
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.
O'Donnell & Company, Inc. offers the following solutions to help meet your QuickBooks needs:
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
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. O'Donnell & Company, Inc. can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Entity Selection
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, O'Donnell & Company, Inc. 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.
Payroll Services
O'Donnell & Company, Inc.'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.
Employee Benefits, Pension, and Profit-Sharing Plans
Choosing and administering benefit plans for your employees is often a complex process. O'Donnell & Company, Inc. can refer you to someone who can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals.
Mergers, Acquisitions, Sales and Business Valuations
Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, O'Donnell & Company, Inc. can refer you to someone who can provide professional know-how to help you successfully structure and negotiate the deal. With our expert advice, you can make the right business decisions for your business for optimum success.