Analyzing Customer's Credit

As the economy continues to bounce along the bottom, it has become more and more important for my clients to perform a thorough credit check of their customers. Depending on the size of your company there are a variety of methods for you to use to understand the credit worthiness of your customers. The following are some tools that you should consider using when evaluating how much of a credit line you should provide them. These tools include:

1. Credit Application for all new customers
2. Authorization to discuss bank information with financial institutions
3. At least 4 trade references
4. Customer Financial Statements
5. Z Score Analysis
6. Personal Financial Statements of Principles
7. D&B Reports

If you are interested in discussing these tools and any other financial matters, please contact our firm, Brian D Kurtz PC at (843) 971-5866 or e-mail me at brian@bkurtzcpa.com . Our firm specializes in providing a full range of financial services to Small to Medium size businesses in both South Carolina and North Carolina. We would enjoy the opportunity to help you manage your company risk!

Corporate & Partnership Tax Returns Extensions Due September 15th

Just a friendly reminder that your S corporation and C corporation tax returns for 2009 are due September 15th. Also, Partnership tax returns are also due on September 15th. It is time to get your packet of information to your tax preparer so that he/she can finalize your return. If you have questions about what information to send, e-mail me at brian@bkurtzcpa.com .



Our firm specializes in small business accounting and taxes. We service Charleston, SC and the Tri-County Region of Charleston, Dorchester, and Berkeley Counties. We provide a variety of services including:

• Bookkeeping and Accounting


• Quickbooks Support


• Business Start-up assistance


• Mergers and Acquisition Support


• Cashflow Management


• Loan Package Support


• Owner Exit Strategy

Give us a call today at (843) 971-5866 and set up an free initial consultation and discover how we can help you become a successful small business.