Setting the standard
for a better way

Ower/Operator

Building client specific solutions for five decades

Supporting organizations with structured financial insight, informed decisions in technologies, reliable advice, and long term partnerships focused on measurable outcomes and growth.

The face behind the logo

Story, vision and and a commitment to do it right

Guided by a lifetime of ensuring the numbers are right - whatever story they tell. Accomplishing this goal requires a commitment to find the right fit in software, accounting management, and tax reporting. EA certification is active to March of 2029. Also a member of NATP (National Association of Tax Preparers)

Journeys taken

Business sectors

Here are a few of the industry areas that have been or are supported by Comp-Dyn, Inc. Some required research and "time behind the counter" to correctly assess the client's needs. Research, by the way, is on my tab, not the client's. Each thing learned is another asset which can be used for the next, sometimes unique client scenario.

Ranching

Knowing how to manage the numbers that reveal the health of the enterprise requires knowledge of federal and state tax code. Such as what qualifies as an asset (a cow retained to build herds) or current year inventory.

Timber harvesting and management

Every geographic area that contains timber requires different, and complex management strategies. Accurate financial reporting can help guide the crucial decisions. What is inventory and how is it amortized?

Retail

There are dozens of Point of Sale programs on the market - but which one fits your staff, your inventory, and your inventory management requirements?

Food Service

Restaurants are in a class of their own. Management of fresh foods and inventory shrinkage, staff, and licensing. How do you manage tips? Do the numbers say alcohol would be a good idea, or a bad one?

Property Management, Construction, Development

Real estate management and develop demands a grasp of areas such as feasibility, preventive maintenance, emergency support, building codes, safety and mandated access requirements. Each of these has a cost/benefit component that depends on accurate numbers and on demand results. Supervisors need to know what the budge and the code will allow if something unexpected is found behind a wall.

Nonprofit support

This is a combination of finding the accounting software and proceedure that meets the requirements of the organization. Such as membership maintenance, tracking event specific income and expense, and managing endowments and grants. This also includes the development and filing of the original application for nonprofit status.

Section 280e and accounting for unique tax situations

The production and marketing of cannabis is still controversial and the perception that these businesses are automatically cash cows is a bit of a misnomer. Only costs directly related to the product are deductible, administrative and support costs are not. For instance, freight in is deductible, freight out is not. This core requirement along with many other restrictions, demand a process that tracks correct and supportable allocations. The fines for noncompliance can be painful.

What kind of company should I be?

There are mountains of information and fly by "schemes" on every social network visited in today's tech culture. There are also, sadly, a few professionals that don't get all the answers they need before they recommend what form an organization should take. Should it be an LLC, partnership, Sub Chapter S corporation, or C corp? Before a choice is made, time must be invested in asking the right questions. What are your goals, and what do you have now that may have a tax impact if converted, to name a few.

How do the numbers add up?

Giving a client the right fit for their accounting and business analytics begins with understanding where they are now. The day before I walked in the door (or visited online). What works? What is frustrating, What takes longer than seems necessary to accomplish the goal?

Next is an assessment of the technology in use. Can the current software be configured to meet the need? Is there a crucial piece missing? Is AI an option – a real choice? Is the system scalable – purchase what you need and nothing more. What is the training curve to update or modify the current system vs a total revamp.

Next is setting up the process – the habits – that make accounting a service and not the thing that keeps you in the office until midnight so you can actually run your business the next day. Our tag line is our goal – we want to return you to the passion you first experienced when you started your company.

Last, but not least, is determining how to shape our partnership going forward. Is bookkeeping support needed, or review and reconciliation, or financial statement preparation? Are tax reports for payroll or income tax required, or is there a partnership with a trusted CPA? What about future upgrades and addons?

Setting the standard for a better way