Newberry & Associates, LTD is a full-service Certified Public Accounting firm licensed in NM. All our CPA's hold valid NM State CPA Certificates. Brett has over 30 years of experience. His expertise is in system and process improvement, succession planning, management strategic planning, tax planning, fraud risk assessment and financial analysis focused on opportunities to eliminate waste and inefficiency in business operations.
Brett is very active in the community through Kiwanis International. He is a member of the American Institute of CPAs and the Association of Certified Fraud Examiners. Anne has over 15 years of experience. Her expertise is in external and internal audit, tax compliance and planning, system and process improvement, fraud risk assessment, and fraud examination.
Brett is very active in the community through Kiwanis International. He is a member of the American Institute of CPAs and the Association of Certified Fraud Examiners. Anne has over 15 years of experience. Her expertise is in external and internal audit, tax compliance and planning, system and process improvement, fraud risk assessment, and fraud examination.
Services
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.
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.
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.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir?
As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly. You could take care of their day-to-day financial tasks yourself, if you have the time and live close.
As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits! 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.
QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here's 10 reasons why you should be using QuickBooks. Although QuickBooks is designed for the layman to understand, the initial setup and installation can be tricky. Save hours of frustration by allowing us to setup QuickBooks for you correctly.
Reviews
Be the first to review Newberry & Associates Aka The Business Doctor.
Write a Review