Specializing in cfo & controller services
Let The Zondervan Group handle your financial operations, allowing you to spend your time and energy on what you love most.
Serving West Michigan from Grand Rapids, MI.
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Let The Zondervan Group handle your financial operations, allowing you to spend your time and energy on what you love most.
Serving West Michigan from Grand Rapids, MI.
Serving businesses which need a CFO or Controller but do not want to fully staff the position.
Let us manage your accounting needs so you can focus on those aspects of your business that you enjoy and do the best.
Avoid unnecessary complexity and stress by consulting with us on your tax planning and preparation.
Josh earned his accounting degree from Grand Valley State University and his MBA from the University of Notre Dame. He is a licensed CPA in both Michigan and Illinois. He began his career in public accounting but a majority of his career has been in manufacturing, most recently as a Plant Controller.
This model provides small business clients with predictable costs and consistent support, as they can access services like bookkeeping review, tax preparation, financial consulting, and compliance advice, without worrying about hourly rates or unexpected charges.
A fractional CFO (Chief Financial Officer) provides part-time or contract financial leadership to businesses that may not need a full-time CFO. Work typically includes: Financial Strategy, Budgeting and Forecasting, Financial Analysis, Cash Flow Management, Financial Statement Reporting, Compliance & Risk Management.
Outsourced accounting involves hiring the Zondervan Group to handle a business's accounting and financial tasks rather than managing these functions in-house.
Tax planning involves strategizing to minimize tax liabilities while ensuring compliance with tax laws.
Tax preparation is the process of gathering financial information and completing tax returns. The IRS Form 1040 is the standard form for an individual tax return.
An individual tax return with no additional schedules.
State tax filing forms are derived from the IRS forms. Since the State filing is also required, it will be assumed that all state filings will be completed unless omission is requested. State filing will not be provided ad hoc with out a Federal Filing.
The Schedule A is the IRS Form used for declaring itemized deductions if greater than the standard deduction. The most common examples of itemized deductions are state and local income taxes, property taxes, mortgage interest and charitable contributions.
The Schedule B is the IRS Form used for reporting interest income and dividends. Banks and investment firms generally send account holders form 1099 - INT or form 1099 - DIV. All forms of income are required to be reported. Failing to report this 1099 income is likely to trigger an IRS correspondence audit, and potentially an in person audit.
The Schedule C is the IRS Form used for reporting Business income or loss. Business income is generally reported on a form 1099 - NEC or MISC from any contracting party doing more than $600 of business. Supporting proof of expenses and deductions must be recorded and saved as evidence for potential future audits. Schedule C businesses should be profitable within the first 4 years or the IRS may reclassify it as a hobby. If not handled property, this could result in a hefty IRS tax bill.
The Schedule D is the IRS Form used to report Capital gains from the sale of investments. Information on the sale of investments includes the purchase date and price and the sale date and price of an investment, and is recorded as either a long term or short term gain or loss. Gains are included in income and losses, up to $3,000, are subtracted from income.
The Schedule F is the IRS form used to report profit and loss from Farming activities. Income and expenses for farming should be recorded in the same manner as a small business would keep track of all business activity.
The Schedule E is the IRS Form used to report supplemental income and loss from rental property, royalties, partnerships, S corporations, etc.
The Schedule SE is the IRS form used to report Self Emplyment Income and is necessary for most earned income that is not reported on Form W-2.
Rates vary based on complexity and increase for those companies considered larger than a typical small to mid sized business.
We love our customers, so feel free to visit during normal business hours.
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