VELMARQ
ACCOUNTING + FINANCE + CONSULTING
Say Goodbye to Financial Worries with Velmarq's Expert Financial Planning and Accounting Solutions!
Velmarq offers a broad spectrum of accounting, financial, and consulting services across a number of industries to give individuals, business owners, investors, and managers the insight they need to prosper.
Velmarq Scope of Services
Accounting Outsourcing Services
Accounts payable/receivable
General ledger accounting
Account reconciliations
Fixed asset management
Monthly, quarterly and year-end closings
Payroll tax and sales tax return preparation
Cash flow management
Implementation of new accounting software
Accounting
Financial statement preparation: reviews and compilations
Income tax preparation and compliance
Income tax planning and consulting
Monthly, quarterly, and annual financial reporting statements
Implementation of new accounting software packages
Financial Reporting
Audits
Reviews
Compilations
Forecasts and projections
Agreed-upon procedures/due diligence
Accounting assistance
Pre-audit services, preparation of financial statements in accordance with Generally Accepted Accounting principles (GAAP)
Consultation to company management
Pension Planning
Strategies to maximize owner’s contributions
401(k) and pension solutions
Business succession planning
Keyman and golden handcuff strategies
Creation of plans that consider the objectives of both the current and future generations
Estate Tax Planning
Trust coordination
Life insurance funding to create liquidity
Group Benefits
Designing and implementing group benefits utilizing the advantages of executive carve-outs and voluntary products
Valuation
Buy/sell agreements
Transfer/Sales of business
Estate & gift tax matters
Succession planning
Tax preparation:
Services for Individuals
Tax compliance and planning
Tax return preparation
Personal income tax planning
Estate and gift tax planning
Estate and trust administration
Financial planning
Tax services for U.S. citizens abroad
Tax preparation:
Services for Businesses
Sales and payroll tax return preparation
Income tax return planning and preparation
International tax planning
Form of ownership and employee benefits tax planning
Assistance in the selection of accounting methods, legal organization and financial reporting
Velmarq: The Answer to Your Questions
Velmarq is proud to be a leading name in Accounting, Financial Planning, and Consulting across the Southeast.
True specialization requires total dedication—treating the work as if it were your own. At Velmarq, this passion drives everything we do, setting us apart from the competition.
We are a trusted partner for individuals and businesses seeking to break free from financial stress. By working with Velmarq, you can leave the complexities of financial management behind and gain access to top-tier services tailored to your needs.
If you’re searching for a firm large enough to deliver a comprehensive range of accounting, consulting, financial planning, and business services—while maintaining a personal touch—Velmarq is your answer.
Our Services
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ACCOUNTING
Velmarq accounting services include tax preparation and consultation, tracking expenses and revenues, and so much more. Velmarq aims to provide quality services that help businesses and individuals manage their finances and make sound decisions about their money. Client services include a variety of accounting services provided by our specialist to clients ranging from basic bookkeeping to advanced management reporting, advisory, and guidance services.
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BUSINESS TAX SERVICES – INDUSTRY, ENTITY AND ADVISORY TAX STRATEGIES
At Velmarq Group, our reputation for quality service is built on preparing timely and accurate tax returns for our clients. We work with clients to create an accurate estimate of taxes owed so they can pay on-time and avoid interest and penalties.
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BUSINESS FORMATION
We can create an LLC, partnership or corporation typically for a structured fee plus the state filing fees. Includes Articles, EIN, Operating Agreement, S Corp election (if necessary) and consultation to help you launch your venture.
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PRIOR YEAR RETURN FILING
There are a wide variety of reasons why you might need to file or amend a prior year tax return. Perhaps you wish to participate in a voluntary disclosure program and wish to avoid penalties.
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REAL ESTATE INVESTMENT
Velmarq real estate investing involves the purchase, management and sale or rental of real estate for profit. Velmarq actively and passively invests in residential and commercial real estate and develop, improve, and renovate properties.
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BUSINESS CONSULTATION
The startup and small business marketplace is still a new and fierce frontier that requires legal advice from professionals who are deeply entrenched in the particulars of startups. We offer a competitive advantage that can help you save money and make more of it in the long run.
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QUARTERLY TAX FILING
Finance and accounting outsourcing is a growing trend among middle market and high-growth companies, providing a cost-effective way for organizations to improve the finance and accounting function.
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BUSINESS ADVISORY SERVICES
We seek to back teams that have created products or services with mass-market potential and have already demonstrated a powerful underlying core technology, joyful user experience or have a keen sense of brand.
Licensed and Insured
ALL CASES MAY VARY
Velmarq policies are in compliance with IRS Due Diligence requirements and Generally Accepted Accounting principles (GAAP).
PLEASE COMPLETE THE FORM BELOW AND WE WILL CONTACT YOU IMMEDIATELY.
Business Partners
