Our
Services (continued)
Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
- General ledger & financial statement preparation
- Bookkeeping (monthly / quarterly / annual)
- Accounting system set up for new businesses
- Computerized payroll services
- Business tax return preparation (sales & use / business property)
- Personal Financial Statements
- Litigation support
Audits, Reviews and Compilations
We view role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance for both businesses and not for profit organizations:
- Audit - an intensive examination with the highest level of assurance.
- Review - some analytical procedures conducted with limited assurance.
- Compilation - based upon client information provided and used primarily for internal use.
Bookkeeping/Write-up
Meaningful, well organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the daily tasks associated with bookkeeping.
Financial Forecasts & Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability from simple projections to complex financial modeling . Our experienced staff can assist you in achieving your company's financial goals.
Cash Flow & Budgeting Analysis
A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash flow sources and uses.
Tax Services
We prefer to take a proactive vs reactive approach to tax services. By keeping current on new tax laws and legislation, we are in the position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but not limited to:
Tax planning & return preparation for:
- Individuals
- Corporations
- Partnerships
- -LLC's / LLP's
- Estates,Trusts & Gift
- Not-for-profit organizations
Taxing authority representation
Tax effects of buying / selling a business
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individuals and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Consulting Services
We gauge our worth by the personal and business successes of our clients. we can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
- Accounting software selection and implementation
- Type of entity selection
- Business valuations
- Buying / selling a business
- Computer systems
- Financial & retirement decisions
- Estate, trust & gift planning
