| Accounting Services |
| 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 accounting services including the following:
*General ledger and financial statement preparation
*Bookkeeping (Monthly/Quarterly/Annually)
*Accounting system setup for new businesses
*Computerized payroll services
*Business tax return preparation (Sales and Use/Business Property)
*Personal financial statements
*Litigation support |
 |
| Bookkeeping & Bookkeeping Assistance |
| Our services are tailored to your individual needs and may be provided on a monthly or quarterly basis. |
|
| Business Development Services |
| We will work with clients to develop the potential of their business. We will explain the four ways to grow their business and at the same time create more personal time for themselves. |
|
| 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. |
|
| 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. |
|
| 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. |
|
| Certified QuickBooks Pro Advisors |
| We have Certified QuickBooks Pro Advisors who can assist you in setting up and maintaining your records on QuickBooks. |
|
| 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 assist in developing 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. Following are just a few of the areas in which we provide consulting services:
*Accounting software selection and implementation *Type of entity selection
*Buying/selling a business *Computer systems *Financial and retirement decisions *Estate, trust and gift planning |
|
| 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. |
|
| Financial Statements |
| We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions. |
|
| IRS Representation |
| During our 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. |
|
| Management Advisory Services |
| Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business's future growth and success. |
|
| Mergers & Acquisitions |
| Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations. |
|
| Outsourced Controller Services |
| We provide monthly and/or quarterly controllership services for a fraction of what a company would pay for a full-time controller. |
|
| Payroll Services |
| As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. If you prefer, we can handle the payroll processing and reporting for you. |
|
| Phone Right Seminars |
| How your company telephone is answered can make a difference in whether or not your company gains a new client or customer or closes a sale. We teach proven methods and techniques that can make a measurable difference in your company's bottom line. |
|
| Retirement Planning |
| Successful implementation and periodic review of your financial plan will help to ensure financial independence during your working years and through your retirement years. |
|
| 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:
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided |
|
| 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. |
|
| 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 business, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. |
|
