Our Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Accounting Services - Financial Statement Preparation

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot 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/Annually)

*Accounting system setup for new businesses

*Computerized payroll services

*Business tax return preparation (Sales & Use/Business Property)

*Personal financial statements

*Litigation support

Financial Statement Preparation:  Reviews & Compilations
We view our 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 two levels of assurance:

1.      Compilation - based upon client information and representations. Also statements that are used primarily for internal use  can be prepared at minimal time and cost.

2.      Review - some analytical procedures conducted with limited assurance

 

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.

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.

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 tasks associated with bookkeeping with a cost-effective solution.

Tax Planning
Tax planning is an essential element of a tax savings strategy. You can utilize our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Preparation
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including corporations, partnerships, trusts, estates, and not-for-profit organizations and individuals in almost any state.

Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. Ensuring that you are collecting and reporting sales tax properly is important to determine so that you are not faced with a large unexpected sales tax liability.

Payroll Tax Reporting
After-the-Fact payroll reporting and resolution of payroll tax problems are needed by those companies that do not have a payroll service, but still need some reporting capabilities.

Business Entity Selection
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. We can assist in the incorporation, registration and set-up of your company.

Business Succession Planning
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Buying & Selling a Business
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Retirement Planning
Retirement planning is a career-long process that requires implementation and periodic review of your plan. Tax-savings and retirement goals need to be considered in the orchestration of a sound plan.

Business Consulting
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. We provide comprehensive, flexible strategies that address the issues affecting your business.

Accounting Software Selection & Implementation
Accounting software packages are readily available for small businesses. The one that is right for your business considers your needs, business resources, staff capabilities, your budget and long-term goals. Our experienced staff can help you choose and implement the system that best fits your needs with cost-benefit being a part of each solution.

Certified Quickbooks Pro Advisor
We are a Certified QuickBooks Pro Advisor and staff with extensive Quickbooks experience since it was first released in the early 1990's. We can assist you in QuickBooks setup, training, and reporting. We can answer your questions and provide solutions to your everyday record-keeping problems.

Management Consulting
With experience in private industry as well as public accounting, we understand that many issues face you in day-to-day running of a business. Small businesses need experience in these areas without the benefit of having a separate department to handle them. We can provide a resource in a wide variety of areas.

Litigation Support
Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and other techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages. We have worked with legal counsel to prepare tax returns and information and assistance in litigation, for civil and criminal actions.

Tax Authority Representation
During our many years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.