Business Consulting

Accounting

No matter the service, we can help you complete timely financial information that can be used as a management tool and that accurately reflects results of operations.

TWRU CPAs and Financial Advisors has a long history of assisting entrepreneurs and small business clients in meeting their accounting needs. Most commonly this includes out-sourced general ledger functions and payroll services as well as financial statement preparation. For clients with their own accounting personnel our services might include assistance in finalizing monthly financial statements or evaluating and improving internal controls.

Audit

Integrity, objectivity and independence are the foundation of TWRU’s auditing standards.  Our audit engagement team goes beyond traditional audit procedures offering our clients value-added services to inform clients of potential weaknesses, risk indicators and material misstatement, as well as to assist management in improving the internal controls and efficiency of the organization.

We also understand that continuity in daily operations is vital to the company’s success and we will work with corporate personnel to provide an efficient, effective audit with minimal disruptions of day-to-day operations.

While we service all types of business, we have a large concentration of non-profit entity audit clients. With our vast array of audits and strict CPE program, you can be assured our team remains up to date in all technical areas.

For our latest peer review please click TWRU Peer Review.

Business Finances

TWRU CPAs and Financial Advisors offers a specialized team of CPAs who can offer advice on many aspects of business financial planning from initial business plans to budgeting and cash flow projections.

Business Tax

No surprises. That’s probably the most valuable service we offer when assisting our business clients with the preparation of their entity tax returns. By asking timely questions and encouraging our clients to keep us abreast of any strategic financial decisions they might be contemplating, our knowledgeable staff offers the peace of mind that tax returns are consistent and correct, while also leveraging all available financial benefits.

We are adept at preparing multi-state and consolidated corporate and partnership returns and routinely advise new business clients regarding entity selection that best suits their operational structure and intended goals and objectives. We believe advanced planning on an ongoing basis is a great way to build business value.

Business Technology

Many small business owners spend so much time focused on ensuring their company’s success that technology is often viewed as a necessary evil.  Allow TWRU Technologies the opportunity to make your technology last longer by maintaining your systems.  We make every effort to utilize your current hardware and software when possible.  When not possible, we recommend technology that is proven in the small business environment.  Our goal is to partner with our clients to maximize technology while minimizing headaches.

Our Mission is to provide sound analytical technology advice, as well as implementation designed for our client’s best interest that is practical, flexible, and revolves around your business.  Our Team is lead by TWRU CPA’s and Financial Advisors IT Manager David Johnson. He is an individual that has had success running several restaurants in New Orleans for fifteen years before entering into the Information Technology arena over two decades ago.  He currently manages technology for TWRU CPAs & Financial Advisors, some of it’s clients, as well a his client base that he has built over the years. He helps his clients with forming decisions in purchasing IT hardware, managing networks over multiple physical locations, offering software training and IT helpdesk support in environments that covering routers, switches, servers, desktops, laptops, printers, and scanners.  His clients have come to value him as a trusted advisor.  He and his team now stands ready to help you.

Please contact David Johnson for a discussion about your technology needs at 225-926-1050 or djohnson@twru.com.

Business Valuation

The range of needs for valuing businesses continues to grow, and TWRU CPAs and Financial Advisors can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest.  Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs.  There are so many factors that contribute to the perceived value of a business.  Our professional staff can help you evaluate your situation and guide you toward making business decisions in which you feel confident.

Succession Planning

Succession planning is one of the greatest concerns for many mature businesses.  Whether it is structuring buy-sell agreements, transferring the business to the next generation or positioning your business for sale to an outside party, the professionals at TWRU CPAs and Financial Advisors work with you and your attorney to identify strategies and implement plans for successful business succession planning.

Are you ready to get on track And meet your financial goals?