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Our background, values, education and work experience, teaching and recent courses I have taken.  A section on press releases about the firm.

 

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Family budgeting, financial goals at various ages, help for tough financial times.  Help for starting up your own business

 

Medicare Drug Plan

 

Everyone Needs to Make a Decision Before 12/31/05

 

Physicians

 

Help for physicians, Newsletters, false claims, and how is your hospital doing, fraud

 

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Dental practice simulation program, lecture to dental students and other helpful information.  Keep checking back-changes weekly.

 

Veterinary

 

Areas that will help you increase practice profitabilty.

 

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Litigation support for professionals, small business and individuals and their attorneys

 

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A page of all kinds of great Web sites to help you find a jobs or help you through a carrer change.

 

 

 

Professional Clients

 

Helping Physicians, Dentists, Veterinarians and other health care providers reach their financial goals.  Special news letters, financial programs  for dentists, slide show for students.

 

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Setting up a simple chart of accounts, ideas on internal control, to use cash or accrual method of accounting, A/R and record keeping,  using computers.

 

Certified Information Technoloy Professional

 

 

 

Tax Ideas for Professionals, Small Businesses and Individuals

 

Great tax ideas broken out by areas of interest.  A great place to look for free tax information

 

Free Tax Ideas

 

 All kinds of great tax information for FREE

 

Quick Tax Facts Information

 

Free Things

 

Free tax organizer, simulation program for dentist, family budget planner, brochure on the "Seven Cures for a Lean Purse"

 

Over 2,000 links to Some of the Best Financial Pages on the Net

 

This has some of the best links to financial information on the net.  This is a must use site.

 

The CITP designation distinguishes CPAs who are involved in IT

 

 

 

 

Clients Online Service

 

 

 

 

New Danny Santucci's Bookmarks

Nationally Know Attorney and Lecturer to CPA's and Financial Planners Favorite Web Links - Outstanding Source of Free Web Information

 

 

Jerry E. Bartram   Certified Public Accountant

              Welcome 

    Jerry E. Bartram

  Certified Public Accountant

Helping our clients reach or exceed their financial and life goals is the passion that drives our firm. A personal knowledge and understanding what clients want to accomplish in life is only the start of our service. Other important value added services are:

  • Accurate accounting.  This is the one of the most important areas of your practice or business.  You need to have a well thought out "chart of accounts" that allows you to compare your practice to standards in the industry.  Professionally prepared, compiled financial statements, from a general ledger (books) that you maintain and we review or for many clients we do a complete write up service including payroll, reconciliation of bank and credit card accounts along with a detail fixed asset ledger and suggested journal entries to reflect transactions and balances at the end of each month, quarter or year.
     
  • "Audit proofing" you from tax audits. Audits are expensive and time consuming, but some times necessary.  With accurate accounting, you can be assured that all your income and expenses are accounted for.  Many tax cases that are lost are the result of poor and inaccurate records.  Accurate records, along with creative approaches to tax planning, provide you with the best way to document and plan a transaction so that, legally, you will pay the least amount of taxes.  Since you sign a return under the "penalty of perjury", you need to have the assurance that the return is done honestly while, at the same time, knowing that every possible legal deduction has been taken.

    MISSION STATEMENT ____________

    We pledge to provide  personalized, high quality tax and management solutions, ethically and with integrity to our clients. We will approach accounting and tax problems honestly, yet creatively. We promise to offer  our services at a fair and competitive rate.


  • Helping you choose the best business entity to protect assets and reduce cost.  Clients look for help in deciding if they should incorporate, form a partnership or stay a sole proprietor.
     
  • Working with experts in the retirement planning area helps you plan for the future.  By knowing your goals and financial situation, along with qualified attorneys and investment advisors, a comprehensive and affordable retirement plan can be tailored for your needs.  For your safety and peace of mind we do not offer financial or insurance products. Representing you and looking after your interest is our primary goal.
     
  • Practice Analysis.  If you are looking to purchase or sell a practice you will need a practice analysis.  This will help you to decide if you found a high quality professional practice and avoid a purchase that can be a financial disaster. Working with both buyers and sellers of professional practice, through the years, we have developed the ability to help you analyze and decide if the practice you are looking at meets your needs.
     
  • Help in practice transitions.  Setting up a computer system for your office and help in organizing the records necessary for a smooth running office are services that we offer.  Working with your attorney in analyzing office leases and other contracts assures you of a carefully thought out business plan and documents to support and protect your interest.
     
  • Benchmarking business and professional practices is a very cost effective way to look for ways to maximize revenue and minimize expenses in your business or practice. Knowing how to analyze a "Charge Master File", payor class analysis and breakeven analysis allows you to legally maximize your revenue.  Years of hands on computer programming allows us to analyze vast amounts of your data and look for relationships for profit improvement that might have gone unnoticed.
     
  • Setting up safe guards to minimize fraud risk helps you know where risks are in your office and how to minimize the risk of loss.

 If you have an interest in any of these areas, please feel free to call and let us get together and see how we can be of service to your business or practice. 

A Monthly Tax News Letter For Young Health Care Professionals

Free Tax Organizer For 2013

Click Here For A 2013 Tax Calendar

2014 Quick Tax Information

What do our clients say?

"Thank you for all your help, support and enthusiasm.  You have literally saved my company and me from what I can imagine would have be a HUGE mess!  I am forever grateful for your kind professional support and your diligent nature." kf

Office Hours

Monday through Thursday
10:00 AM to 7:00 PM

Friday 10:00 AM to 2:00 PM

 Other Times by Appointments

As A Seventh-day Adventist Christian Our Office Is Closed Friday Evening Through Saturday Evening. For More Information, Please Click On This Link

Planning Ahead for 2011
Are You Prepared for Possible Financial Chaos?  Talk given to the Yucaipa SDA church 1/29/11

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Yucaipa Office

35460 Beech Avenue

Yucaipa, CA  92399

Telephone  (909) 790-1583

Fax            (909) 790-3862

E-mail Please Call For Address

Click here for an area map on how to get to Yucaipa.  For a detail map to our Yucaipa office click here. Directions:  Take  I-10 East toward  Palm Springs to the Yucaipa off-ramp.  Go East on Yucaipa Blvd. Bryant.  Turn left on Bryant (go North) one block to Acacia.  Turn right on Acacia one block to  Auburn.  Left on Auburn to Beech.  Right on Beech to the top of the street.


The legal stuff: Jerry E. Bartram, CPA  DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR IMPLIED, RELATING TO  THIS WEB SITE, AND ANY INFORMATION CONTAINED THEREIN, INCLUDING WARRANTIES AS TO THE ACCURACY OR COMPLETENESS OF THE INFORMATION. Jerry E. Bartram, CPA SHALL NOT BE LIABLE FOR ANY DAMAGES OF ANY KIND, UNDER ANY THEORY  OF LIABILITY, RESULTING FROM USER'S ACCESS TO THE WEB SITE OR USE OF ANY INFORMATION CONTAINED THEREIN. 

 "IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, I inform you that any tax advice contained in this communication (including any attachments) was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any matters addressed herein." (Whew)

Web designed and authored by Jerry E. Bartram, CPA  Pictures taken by Chris E. Bartram. Last Updated 04/21/15