Julie Lafferty is the CPA Manager at Batoff Associates, P.A. With her unique background in accounting and a keen eye for financial intricacies, Julie oversees all aspects of the firm's day-to-day operations, from financial management to client relations.
In the transactional law realm, the inclusion of an in-house Certified Public Accountant (CPA) stands as a strategic advantage. As Batoff Associates' in-house CPA, Julie brings a wealth of financial expertise that complements the firm's legal services, ensuring comprehensive client support.
Batoff Associates is pleased to offer the following accounting services to clients under Julie's expertise:
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Financial Analysis and Due Diligence:
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Conducting thorough financial analysis and due diligence on behalf of clients involved in transactions such as mergers, acquisitions, or business expansions.
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Review of financial documents, identification of potential risks, and explanation of strategic insights to clients and legal teams, aiding in informed decision-making.
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Tax Planning and Compliance:
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Providing proactive tax planning services to optimize clients' financial positions based on current tax laws and regulations.
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Ensuring compliance with tax laws, assisting in preparation of tax returns, and providing guidance on tax implications of various legal transactions, mitigating tax risks for clients.
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Compliance and Regulatory Guidance:
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Staying abreast of evolving regulatory frameworks, ensuring clients' adherence to financial reporting requirements, industry standards, and compliance obligations.
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Providing guidance on regulatory changes, assisting in implementing internal controls, and mitigating legal and financial risks associated with non-compliance.
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