Sorge CPA & Business Advisors S. C.

12/26/2023

3 tax moves to optimize your charitable donations for 2024, according to top-ranked advisors

Charitable giving strategies can help taxpayers maximize donations next year. Here are three things to work on, according to CNBC FA 100 advisors.

12/01/2022

We're hiring! Candidates can email resumes to [email protected].

Tax & Accounting Manager

Facilitate complex accounting activities, serve as a subject matter expert, and provide analysis, reporting and compliance applications.

Key Roles: Payroll, bookkeeping, advising, tax planning, tax prep, tax review.

Review and approve staff-developed journal entries.

May function as subject matter expert or project lead on accounting.

Responsible for complex analysis.

Develop accurate and timely financial reporting.

Implement solutions for complex accounting and financial reporting issues.

Enhance the control environment by monitoring accounting processes and systems; may recommend process changes and improvements.

Provide staff mentoring and training firm wide.

Should be able to prepare accurately complex entity and individual returns.

Be able to research and comprehend complex tax articles, codes, and publications.

Basic Qualifications:

Bachelor’s degree in Accounting or equivalent work experience required

Minimum 7 years relevant work experience

EA/JD required, CPA preferred

12/01/2022

We're hiring! Candidates can email resumes to [email protected].

Tax & Accounting Senior

Independently perform complex accounting activities including: reconciliations, analysis, and financial reporting.

Key Roles: Payroll, bookkeeping, tax planning, tax prep (simple/moderate), tax review if credentialed.

Perform complex accounting transactions.

Reconciled complex accounts, identify variances, and verify the accuracy of journal entries to the general ledger.

Provide technical advice and problem resolution on varied accounting issues.

Review and provide financial reports to clients.

Prepare tax documents and/or financial statements.

Should be able to accurately prepare simple entity and individual returns.

Basic Qualifications:

Bachelor’s degree in accounting or equivalent work experience required

Minimum 5 years relevant work experience

EA/CPA preferred

12/01/2022

We're hiring! Candidates can email resumes to [email protected].

Administrative Seasonal Staff (Support General) x3

Responsible for managing and distributing information within the firm.

Reception duties, greeting clients and visitors.

Client scheduling and follow-up.

Screen incoming phone calls and route call to the appropriate colleague.

Responsible for keeping reception area clean and inviting.

Administrative support for colleagues as needed.

Maintain client information in applicable software (ie: ATOM, Lacerte).

Provide exceptional customer service.

Ensure accuracy and quality control of all work product.

Maintain confidentiality with personal and sensitive data.

Helping to maintain firm-wide email boxes.

Ensure all client documents get scanned into Smart Vault.

Basic Qualifications: High school diploma or GED

12/01/2022

We're hiring! Candidates can email resumes to [email protected].

Administrative Services Staff (Madison Front Desk)

Responsible for managing and distributing information within the firm.

Key Roles: Reception, payroll, bookkeeping, tax admin.

Reception duties, greeting clients and visitors.

Client scheduling and follow-up.

Screen incoming phone calls and route call to the appropriate colleague.

Responsible for keeping reception area clean and inviting.

Administrative support for colleagues as needed.

Maintain client information in applicable software.

Provide exceptional customer service.

Ensure accuracy and quality control of all work product.

Maintain confidentiality with personal and sensitive data.

Helping to maintain firm-wide email boxes.

Ensure all client documents get scanned into SmartVault.

Basic Qualifications: High school diploma or GED

09/11/2022

Today, we remember.

09/08/2022

Looking to hire a bookkeeper? Here are a few signs it might be the right time for you:

If you're self-employed or run a small business, you might have considered hiring a bookkeeper.

09/06/2022

5 common accounting mistakes you might be making, and how to avoid them:

Many entrepreneurs and small business owners have assumed the responsibility of overseeing the business’s accounting and bookkeeping services.

09/01/2022

Understanding the difference between accrual vs. cash accounting is important. Learn more by navigating to our blog:

There's two types of accounting: accrual accounting and cash accounting. Both have their own advantages and disadvantages.

08/30/2022

Do you know the difference between an accountant and a bookkeeper? Find out on our blog//www.sorgecpa.com/resources/insights/what-is-the-difference-between-accountants-and-bookkeepers

Accountants and bookkeepers are often confused for one another, but there are actually some key differences between the two professions.

08/25/2022

Looking to improve the cash flow of your business? For small business cash flow advice and more tips for running a successful small business, check out our blog//www.sorgecpa.com/resources/insights/8-ways-to-improve-small-business-cash-flow

Every business should always be looking for ways to improve their cash flow. Cash flow is the overall amount of cash that’s going in and out of a business.

08/23/2022

Are you guilty of making these 5 bookkeeping mistakes? Check out our blog for information on bookkeeping, accounting, taxes, and beyond:

Bookkeeping is vital to businesses of any size, as it helps companies evaluate their financial records, make decisions, prepare their taxes, and get ready for the future.