Accounting firm in Huntington Station, NY (show on map)
Sheftick & Associates CPA PLLC offers comprehensive tax, accounting, and business advisory services to businesses and individuals on Long Island and the New York region.
Sheftick & Associates CPA PLLC offers full-service tax, accounting, and business advisory services to privately held businesses, individuals, families, real estate investment partnerships, and securities traders across Long Island and the New York region. The firm focuses on improving accounting information and processes, financial decision-making, and tax situations through affordable, experienced, and friendly services.
They also provide virtual CFO services for growing businesses needing professional financial advice without the cost of a full-time CFO.
Affordable pricing
Experienced and friendly team
Comprehensive range of services
Virtual CFO option for growing businesses
Services
Part-Time CFO Services
A virtual CFO service providing professional financial management to guide businesses to success at a fraction of the cost of a full-time CFO.
More time to focus on your businessBetter understanding of the financial side of your businessImproved decision-making capabilitiesReadily available sounding board for tough business decisionsComfort from professional oversight of the financial sideEstablishment of strong financial controls to reduce employee theft and increase profitsTraining and management of accounting staffImproved quality and timeliness of financial informationBudget preparation and monitoringProfitability analysis by service or product lineTax saving strategiesTrend analysisAssistance in defining long-range plans and quantification of goalsCash managementLiaison with bankers, attorneys, vendors, insurance agents, etc.Assistance in obtaining financing from banksReview/negotiation of insurance policiesDevelopment of company accounting procedure manualsAnalysis of equipment purchases, expansions, etc.Mergers and acquisitions assistanceCustom designed collection policies and procedures
Credentials & Certifications
Certified Financial Planner (CFP)
Since N/A
Frequently Asked Questions
What is the benefit of a CFP® certification? +
CFP® certification signifies a high level of competency, ethics, and professionalism. CFP® professionals must complete rigorous education, pass a comprehensive exam, gain practical experience, and adhere to strict ethical standards, ensuring they act as fiduciaries in the best interest of their clients.
What services does Sheftick & Associates CPA PLLC offer? +
Sheftick & Associates provides full-service tax, accounting, and business advisory services to privately held businesses, individuals, families, real estate investment partnerships, and securities traders. They focus on improving accounting information, financial decision-making, and tax situations with affordable, experienced, and friendly services.
What are the requirements for CFP® certification? +
CFP® certification requires completing a comprehensive course of study at an approved college or university, passing a rigorous exam covering financial planning topics, gaining at least three years of relevant experience, and adhering to strict ethical standards set by CFP Board.
