What We Do
Our Services
What We're Offering
Each month or quarter we'll do the following things for you...
These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Accounting & Bookkeeping
Bookkeeping Services
QuickBooks Setup
Evaluate your software and accounting needs to determine the version of QuickBooks that would best suit your business needs.
Install the software, set up a chart of accounts, and additional modules as needed (payroll, accounts receivable, inventory, accounts payable, etc.).
Load your chart of account and beginning account balances.
Verify your bank balances, outstanding checks, and deposits in transit as of your starting date.
Print a trial balance as of your starting date and reconcile it to the trial balance from your old system
Enter your transactions since your starting date into QuickBooks.
Train client or client staff in the use of software to meet accounting, management, and tax needs.
Follow-up training as needed.
Monthly, quarterly or annual review of client QuickBooks data to assist in management reporting and tax preparation.
QuickBooks Training
Once QuickBooks is setup and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.
Why choose one-on-one attention instead of taking a class?
We come to your location.
We focus on the individual issues facing your business.
We will be there to answer your specific questions and concerns.
QuickAnswers
Employees in your accounting department will find comfort in knowing that the answers to their QuickBooks questions are only an email or phone call away. Email and telephone support prevent many wasted hours of aggravation and embarrassment.
QuickTuneup
Whether you need to prepare for tax time, or a financial review or you just need to clean up some problem areas, a QuickBooks Tune-up is beneficial.
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Tune-up Topics
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Reviewing your transactions for the year
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Cleaning up stray entries
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Customizing reports
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Balancing general ledger to subsidiary records
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Additional personalized training
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Our Bookkeeping services will ensure your records are accurate which will help reduce your tax liability and decrease the risk of future penalties and fines. Accurate records allow you to make educated decisions for your business! A QuickBooks Tune-up is a smart way to ensure your books are accurate.
Tax Preparation & Advisory Services
At Kendrick Williams Group Inc. we offer a wide array of tax services to meet your needs. We pride ourselves on handling each client as if they are our only client. More importantly, our customized tax service packages allow us to provide the planning and analysis to help you minimize tax liabilities and have peace of mind.
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We currently offer tax planning and preparation services to individuals, corporations, partnerships, limited liability companies, and estates & trusts. In addition, we provide tax services and consultation to not-for-profit organizations, including the preparation of Form 990.
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Our Industry-specific tax services also include:
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Business continuity and succession tax planning
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Estate, trust, and gift tax planning
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IRS or other taxing authority representation
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Tax impact of buying or selling a business or real estate
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Accounting for income taxes
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Individual tax preparation and planning
Personal Financial Planning
Creating Financial Freedom!
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Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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We help you...
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Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
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Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.
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Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.
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Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.
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Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.
“Strategic Business Consulting” is what we provide anytime a client comes to us and says “I have a business problem, can you help me?” And of course, we always say yes, no matter what the problem. No matter how mundane or unusual, no matter how small or big. Recently, we’ve helped clients solve these kinds of problems:​
Profit improvement planning:
Strategic goal-setting and timely action are critical to improving profitability. But how can you know what goals are right for your business? And how can you really implement them this time? We can help you conduct an upfront needs analysis, make the identified business improvements required and more!
Business valuations, exit strategies, and acquisition strategies:
Changes and big decisions are not easy. But when your business is at a crossroads, you don’t have to do it alone. Come to us for the kind of advice you’d expect from a true partner. We’ll ask lots of questions, listen intently to your answers, find out what needs to be done and do it.
Business roundtables:
As a business person, you are expected to understand basic accounting concepts. Your staff changes roles get promoted, and suddenly they are expected to manage a budget, produce bottom-line results, and plan for capital expenditures. We can help get everyone on your team to speak the common language of accounting. Our graduates not only speak the language of finance, but they have also reached a level of financial fluency that positions them as team leaders, decision-makers, and champions of your corporate goals.
Strategic Business Consulting
HR Services
You spend a lot of time building up your organization and perfecting your product and service. But what about your people? As a small business owner, staffing is vitally important, especially for organizations in growth mode. Hiring top performers is key to the success of every business, but it’s not as easy as just posting a job and picking a candidate.
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Kendrick Williams Group Inc. HR division can work with your company to develop strategies to help you connect and retain your ideal associate.
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Kendrick Williams Group Inc. HR division can work with your company to develop strategies to help you connect and retain your ideal associate.
HR Services include:
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Recruiting
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Employee development programming
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Compensation & Benefit planning
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Staffing transitions
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Exit Strategy
Executive Coaching
One on One Coaching
No matter how business savvy you may be, sometimes knowing which steps lead to the most productive path isn’t immediately obvious. That’s when a one-on-one Business Coach comes in handy.
What are you up against?
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Downsizing or restructuring that’s let the air out of your workforce?
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Suddenly being tasked with leading a cross-cultural team halfway around the globe?
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A merger that’s changed the entire playing field as well as the star players?
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A new boss with an entirely different set of expectations, and a management style that seems contrary to what you’re accustomed to?
HR Coaching
As the top Human Resources Coach in Houston, I can help tune up your crew. By scrutinizing team dynamics and pinpointing the specific issues that hinder overall efficiency, I can offer nuts-and-bolts insights and actionable solutions. We collaborate with HR managers to bring out the best in their employees. Do these scenarios sound familiar?
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Talented employees who simply aren’t delivering up to their potential
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Subtle — or not-so-subtle — infighting between team members
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A general lack of focus, enthusiasm, or direction
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Meetings that drag on forever, but seem to accomplish little to nothing
My professional background, combined with a proven track record in P&L management for top-tier corporations, gives me the tools, expertise, and hands-on experience to get your team back up to speed.
Some of my services include:
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Attending meetings as an impartial observer to get a feel for how your team truly functions: Who’s the bully? Who’s the slacker? Who just needs a little encouragement to hit their stride?
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Conducting one-on-one meetings in confidential, non-confrontational settings. I will help your team members air their concerns without fear of reprisal, then serve as a go-between to facilitate enhanced employee performance.
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A general lack of focus, enthusiasm, or direction
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Assessing the strengths and weaknesses of your current talent, and suggesting effective strategies to correct negative behaviors.
Career Coaching Services
My Career Coaching Services in Houston are designed for anyone on the corporate ladder. I know even the most successful executive can hit a career plateau and can help you move to the next level of your career. Do you ever wonder…
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If I’m doing all that’s expected of me — and more — how come I’m not getting that promotion?
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Is it better to stay put and persevere, or cut my losses and move on?
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Why are my colleagues undermining me … or, am I sabotaging myself?
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Why can’t I get any traction with my business goals?
A Constructive Plan of Action Consider taking the same approach to your career as you do with your day-to-day projects: define your goals, plan a strategic path to achieve those goals, and follow your plan. Here are a few areas I can help you with:
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Mapping your company’s organizational chart to determine the best path to your desired position.
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Determining whether or not your current corporate culture truly aligns with your personal and professional interests.
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Reviewing your management style to identify where communication may be breaking down.
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Projecting where you’d like to be in the next two to three years — and figuring out what steps you’ll need to take to get there.
Workplace Diversity Management
Workplace diversity management teaches that diversity and globalization have changed the landscape of business forever. For executives to flourish in this sometimes “strange new world,” they must learn not only to be sensitive to the needs of an evolving workforce but also, to embrace diversity as a positive force.
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Are misplaced perceptions of gender or racial favoritism causing a rift in your company’s rank and file?
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Will you be ready when a corporate merger suddenly results in having to manage a team of employees in Europe, Asia or Latin America?
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When your new boss is headquartered in Tokyo, will you know the proper protocol to remain in his good graces?
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Projecting where you’d like to be in the next two to three years — and figuring out what steps you’ll need to take to get there.
Getting the most out of your diverse workforce involves understanding how to bring out the best in every employee, but just because we’re all created equal, doesn’t mean that treating everyone “the same” will get you the best results. In fact, it can be a disaster.