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Services

Bloomer, Geri & Company provides a wide range of services to individuals and businesses in a variety of industries. At Bloomer, Geri & Company, 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 Services

At Bloomer, Geri & Company, 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.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Bloomer, Geri & Company's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Financial and Retirement Planning

Bloomer, Geri & Company's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can assist you with 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, Bloomer, Geri & Company 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.

Litigation Support and Forensic Accounting

Bloomer, Geri & Company litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, and business and marital dissolutions. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.

QuickBooks Accounting Setup 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.

Bloomer, Geri & Company offers the following solutions to help meet your QuickBooks needs:

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.

Bookkeeping/Write-up/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. Bloomer, Geri & Company'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
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and return preparation
  • Litigation support

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Bloomer, Geri & Company can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Computer Consulting

As technologies rapidly advance, companies increasingly need to update their computer systems. Bloomer, Geri & Company can assist and provide support in choosing and implementing new hardware or network systems.

Payroll Services

Bloomer, Geri & Company'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.

Personal Bookkeeping Services

How much time do you have to available to devote to money matters? For most of us, it is not enough. We are busy people. With kids to raise, careers to pursue, homes to maintain, and families and friends to nurture, we don't have much free time.  You may desire assistance with household finances and personal recordkeeping which are tedious but necessary functions of life. Let us take over this burden for you.

We can help with your personal finances as efficiently and confidentially as we handle your business finances.

  • Review and pay household bills.
  • Make sure money is received, receipted, and deposited.
  • Pay household employees and handle reporting requirements.
  • Balance checking accounts and credit cards.
  • Prepare household expense reports.
  • Manage cash flow to maintain agreed levels of cash reserves as requested.
  • Handle mail and document retention.
  • Organize tax information.
  • Handle day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
  • Organize and review personal, financial, and legal documents to determine if current.
  • Prepare and inventory of personal assets and investments.
  • Monitor investment portfolios and other assets in conjunction with investment advisors.
  • Prepare, plan and file income, trust, gift and estate tax returns as needed.
  • Provide referrals to local services and agencies.

Home Office Services

As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.

You could take care of their day-to-day financial tasks yourself, if you have the time and live close. But if you don't, you may want to consider hiring a professional to help.

With our senior services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your parents or grandparents best interest.

Your loved ones get assistance with their daily finances and business duties while you are kept informed of every step we make. That way, you always know that your family member's needs are being met.

Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, we can help in any of the following areas...

  • Reviewing and paying household bills, budgeting, and record keeping.
  • Assistance with check writing and checkbook balancing.
  • Making sure money is received, receipted, and deposited.
  • Offering second opinions regarding household issues and unexpected situations.
  • Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
  • Planning retirement account distributions and safeguarding against improper disbursements or unsolicited payment requests.
  • Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
  • Preparing an inventory of personal assets and investments.
  • Determining current and long-term cash flow needs by analyzing income and expenses.
  • Addressing questions regarding lifestyle, Social Security, pensions, Medicare, and long-term insurance.
  • Monitoring investment portfolio and other assets in conjunction with investment advisors.
  • Preparing, planning and filing income, trust, gift and estate tax.
  • Providing referrals to local services and agencies.
  • Arranging proper level of care, transportation, and caregiver assessment.

Information Request for Services Listed Above