| Bookkeeping Solutions |
| We offer bookkeeping solutions for clients who are interested in maintaining their own accounting records but appreciate the value of having a third party review their work for assurance. |
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| Accounting Software |
| Selecting the right accounting software package is often an overwhelming task. We can help you choose the system that best fits your needs. After the purchase we help insure you get maximum benefit from your new system with proper setup, training and system design. We are an authorized support center for QuickBooks, Quicken and Peachtree. |
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| Income Tax Planning & Preparation |
| Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take full advantage of new tax laws and legislation.
Our tax clients include - individuals and families, estates and trusts, non-profit foundations, investment and family partnerships, limited liability corporations, business partnerships, and C- and S-corporations. |
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| Fiduciary Support Services |
| We provide a variety of services to executors and trustees. We can assist you with the identification and transfer of estate assets following a death. Postmortem tax planning, estate tax elections, and proper selection of assets for trust funding are all areas where professional guidance can save significant taxes.
Texas is a community property state where the distinction between separate and community property often becomes blurred. We are knowledgeable in Texas property law and provide expertise in tracing separate property. We also prepare fiduciary accountings to segregate ownership between income and residual beneficiaries or for filing with the probate court. |
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| Outsource Accounting |
| Many small businesses prefer to outsource their accounting and financial functions. Outsourcing allows companies to retain their focus on their core business so they can remain competitive.
We provide outsourcing services ranging from ongoing bookkeeping to month-end reviews to being your "part-time CFO". |
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| Certified QuickBooks ProAdvisors |
| We provide extensive software support for our clients who use QuickBooks for their business. They are able to install the company records, train your staff and troubleshoot software problems. This enables our clients to effectively use the accounting program "stress free" and focus on more important business issues. |
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| Business Advisory 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.
We help clients with business plan development, budgeting and cash management, strategic planning and risk analysis, business process redesign, profit enhancement, compensation and fringe benefits, and succession planning. |
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| Lifestyle Management Services |
| Do you need assistance in managing your household finances? When people travel extensively, suffer from extended illness or have career demands that leave little time for personal accounting, they may desire professional assistance with their household and financial affairs. We can come to your home on a regular basis or manage your finances from our offices.
We pay your bills, track your investments, reconcile your bank statements, handle your household payroll, organize your filing systems, and provide other services as needed. |
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| Audits, Reviews and 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 all three levels of assurance:
*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. |
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| Fraud Prevention & Detection |
| We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigation. We can also help you assess and restructure your internal control systems to minimize the risk of future loss. |
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| Estate Planning |
| Effective estate 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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| Financial Planning |
| A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. |
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