VELMARQ

ACCOUNTING + FINANCE + CONSULTING

No More Worries With Velmarq's Professional 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 is the Answer to Your Questions

Velmarq Group is one of the most sought-after Accounting, Financial Planning, and Consulting firms in the Southeast.

Choosing to specialize in a field means that you are completely devoted to it; that you will protect it as if it were your own.

That is the energy that sets Velmarq Group apart from the competition.

Velmarq is a reputable accounting firm that helps people just like you break free from financial anxiety.

When you hire us, you'll avoid the hassles of dealing with finances to get the best financial services available.

If you're looking for a firm large enough to offer a full array of accounting, consulting, financial planning, and business services, then look no further.

Our Services

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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

If you’re looking for compassionate, skilled,
and experienced professionals to help you improve your finances, we can help.