Mikel Shelton
Certified Public
Accountant
Certified QuickBooks
ProAdvisorSM
Metro (817) 265-8160
msheltoncpa.com
SERVICES PROVIDED
|
Tax
Return Preparation
Federal & State Filings P
Personal P
Business P
Non-Profit P
Trusts
& Estates P
Payroll Tax Planning P
Advise Individual & Business
clients on opportunities to reduce tax liability P
Individual opportunities include: Taxable vs
non-taxable income Identification and Timing of
deductible expenses Record keeping requirements P
Business opportunities include: Business entity selection Compensation strategies Expense management Record keeping requirements Financial Statement Preparation P
Statements of Income, Assets,
Liabilities, Equity and Cash Flow P
Assist clients manage financial
position P
Variable Preparation Frequency: Monthly to Annual P
QuickBooks® Enabled – Able to accept
client files electronically P
Able to meet bank loan covenant
reporting requirements |
Bank Account Reconciliations Between
Register and Bank Balance P
Reduce client stress of record
keeping P
Identify check clearing differences P
Track outstanding items to follow to
clearing P
Provides business owners control
over money handled by employees Business Process Controls P
Internal control evaluation and
design to safeguard assets / prevent loss P
Provide recommendations to improve
business process and controls P
Reduce employee temptation for theft P
Preserve business resources for
intended purposes Loss
Analysis P
Reconstruct &/or Review
financial records to estimate amount of loss due to accident, disaster, or
theft P
Assist in insurance and tax matters that
result from a loss. Specialty
Needs P
Business needs and office automation
planning P
Computer systems evaluation P
Personnel policy & evaluation P
Employee work assignment review to
help achieve more productivity. |
CAREER HISTORY
Mikel
Shelton's career includes over 20 years
financial and accounting experience
with a variety of businesses.
Accounting Practice Established 1993
Internal
Audit - Operational and
Financial
Control / Evaluation
Miscellaneous
Revenue
First City Bank
Internal
Audit - Operational and
Financial
Control / Evaluation
State of
Tax
compliance audits
Kate Shelton, CPA
Part-time
beginning 1980
tax, client write-up
CERTIFICATIONS
Certified
Public Accountant, 1989
Certified
QuickBooks ProAdvisorSM
Certified
Information Systems Auditor, 1996
Information Systems Audit
&
Control Association
EDUCATION
Masters of Business
Administration, 1990
Emphasis in Accounting
Bachelor of
Business Administration, 1984
Major in Finance
PERSONAL
Married with
Three Children
Eagle Scout
COMMUNITY
SERVICE
Boy Scout Troop 68
Cub Scout Pack 381
Ellis Elementary PTA
Nichols
Jr. High Athletic Booster Club
PRIVACY
POLICY STATEMENT
Through the normal course
of business, client personal, non-public information will necessarily be
obtained.
No personal information
will ever be disclosed about clients to anyone, except that which is already
public or permitted by law.
Information provided about
personal or business records is reserved only for our employees who need to
know in order to service your account.
Procedural, physical and
electronic safeguards will be maintained in compliance with Federal standards
regarding non-public personal information.
We are committed to
retaining your confidence, and want to assure you that any information you
provide us remains safe and confidential.
This statement has always
been the policy of this firm. The policy
statement is required under the Gramm-Leach-Bliley
Act of 1999. No information has ever
been given out without client express permission.
Please feel free to
contact us if you have any questions concerning this policy.
QuickBooks is a registered trademark
of Intuit Inc.
Mikel
Shelton
Certified Public Accountant
Metro (817) 265-8160
msheltoncpa.com