| Our firm offers a wide range of services to our individual and business clients. Because we cater to the small business world, our clients benefit by getting personalized, quality service that is the best there is to offer in the Southern Maryland region we serve. Below we have listed the services that we offer 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. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
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Menu of Services |
Tax Preparation, Compliance & Wealth Management Planning Services Individual Tax Compliance & Return Preparation For-Profit Business Tax Compliance & Return Preparation (Corporation, S Corporation, Partnerships, LLC’s) Not-for-Profit Tax Compliance & Return Preparation Estate Planning Tax Planning – Business & Personal IRS Representation Litigation Support Expert Witness Services Estate Administration Employee Pension/Benefit Plan including Employee Stock Ownership Plans (ESOP) Sales and Use Tax Compliance Tax Research W-2 Preparation 1099 Preparation
Accounting & Auditing Services Financial Statement Preparation (Audits, Reviews & Compilations)
Employee Pension and Benefit Plans
Not-For-Profit Organizations
Special Purpose Agreed Upon Procedures(possible alternative to audits) Management Variance Report Preparation (monthly, quarterly, year-end, special) General Ledger Accounting (including month-end closing support) Bookkeeping (onsite and offsite) Procedure Manual Preparation Certified Fraud Examinations
Computerized Accounting Systems/Applications(experienced in consultation, selection, installations, conversions, training & support) QuickBooks (Certified Pro Advisors) Including Enterprise Solution Sage Peachtree (Small-Mid Size Business) Sage Business Works Gold (Mid Size Business) Deltek GCS Premier Impromptu report writer
Management & Business Growth Consulting Services Strategic Planning Day Facilitation Strategic and Operational Analysis Reviews Organizational Structure Analysis Customer Advisory Review Boards Team Advisory Review Board Business Succession Planning Business Valuation Services SWOT Your Business Health Check Towards Awesome Service Forensic Accounting Procedure Development Project Management Business Start-Up Support Total Business Financial Performance Analysis ( TBR+) Financial Performance Review, Profit, Improvement Potential & Productivity Analysis Operating Budget Preparation Cash Flow Analysis Lease versus Buy Analysis Product/ Service Pricing Analysis Revenue Analysis Education Seminars (See training seminar schedule below)
Training Seminars
Vision & Strategy 4 Ways to Grow Your Business Failing to Plan is Planning to Fail Starting Up a Business Succession Planning SWOT: Your Business Health Check The Business Plan The Home-Based Business Working ON rather than IN your Business
Products & Services Franchising Inventory Management Trademarks & Patents
People & Culture Downsizing As a Cost Cutting Strategy Hiring the Right People and Get Them Productive Fast Recruiting Good People Building a Winning Team Leadership As Management Tool Make a Promotions Plan
Systems & Processes Creating a Sales System Disaster Planning and Business Recovery Improving Systems and Processes Time Management Protecting and Improving Your Credit Rating
Finance Benchmarking for Profitablility Financial Planning for Business Life Events Managing Your Cash Flow Managing Business Start Ups Managing Your Accounts Receivables Playing the Numbers Game
Key Performance Indicators Key Performance Indicators-Tools for Business Performance Management
Marketing & Sales Getting the Best Valuation of Your Business Branding Grooming Your Business For Sale Approaching Marketing Strategically Become Customer-Centric Business Interruption & Risk Management Business-To-Business Marketing Classifying Your Customers Crafting Customer Communication Customer Lifetime Value and Profitability Customer Relationship Management Dealing with Customer Complaints Develop and Manage Your Brand Develop an Extraordinary Guarantee Developing Quality Assurance Processes Developing Low Cost/High Impact Marketing Materials EMarketing: Extending Your Reach E-Commerce 101:An Update Features and Benefits Finding New Sources of Business Getting The Most Out Of Your Advertising Guarantees--A Sales Opportunity Improving Your Marketing ROI Managing Risk with an Internal Control Managing Your Sales Leads Moving Into eBusiness Optimizing the Value Chain Perceived Indifference Disease-Are You Suffering From It? Pricing Strategies for SMEs Professionalizing the Family Business Pricing Strategies for SMEs Selling Solutions Smart Ways to Control Costs Sustaining Competitive Advantage Testimonials and Referrals The Elevator Speech The IT Challenge The Power of Word of Mouth Towards Awesome Service Trade Show and Exhibition Marketing Using HR Appraisal for Performance Management Unique Core Differentiators Using Offers to Win Business
Certified Fraud Examinations Protecting SMEs from Occupational Fraud
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Conference / Training Room |
Reserve our spacious conference / training room today for your Business Meetings Training Seminars Workshops Contact Judy Murphy @ 301-475-5671
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Software Product Sales & Support |
| Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business' computer systems. We are certified QuickBooks Advisors, Peachtree Complete Account Care Providers, and MIP Premier Service Providers for NPSPro (nonprofit) software. |
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Business Valuations |
Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of your business.
Catherine A. Askey, CPA, CVA, ABV Please contact Catherine at 301-475-5671 or Email Cathy for more information about Business Valuation Services.
Catherine has varied experiences conducting Business Valuations for clients. She has performed Business Valuations for various industries such as: - Government Contractors
- Commercial Heating and Air Conditioning Contractors (HVAC)
- Residential HVAC Contractors
- Real Estate Appraisal Operations
- Plastics Manufacturers
- Restaurants
- Hardware Stores
- Day Care Operations
- Management Consulting
- Residential Construction
National Association of Valuation Analysts (NACVA)
Catherine is a member of the National Association of Certified Valuation Analysts (NACVA). NACVA membership provides valuable resources that Business Valuation Specialists utilize to value businesses. Some key features that benefit her clients include:- Educational opportunities to further knowledge
- Softwares and databases like BVMTM Pro, PRW©, and ValuSource support
- Access to numerous NACVA Publications and technical Resource Databases outside of NAVCA, such as Valuation Reports Libraries, Valuation Compilation Volumes, International Publications and Litigation and Fraud literatures
- Networking Support systems that include State Chapters, Committees, and specialized support of Mentors
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Estate Administration & Estate Tax Return Preparation |
| As if the loss of a loved one weren't painful enough, the decedent's representatives must deal with the often overwhelming reality of probate and estate tax return filings. Our team of administration professionals stands ready to assist you in making this process both painless and understandable. |
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Forensic Accounting |
| We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices. |
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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. |
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Estate & Trust Tax Preparation |
| Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
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