| Accounting Services |
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Providing financial information to our clients in a timely and accurate manner is our company’s primary goal. 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 and financial statement preparation
• Bookkeeping (monthly/quarterly/annually)
• Accounting system setup for new businesses
• Computerized payroll services
• Business tax services
• Personal financial statements
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| Compilations and Reviews |
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We play a vital role in the financial reporting process by providing constructive solutions for individual concerns, and/or for maximizing your company's profitability and efficiency. We provide a wide variety of financial reporting services, including compilations and reviews:
• Compilation—based upon client information provided, and used primarily for internal use
• Review—some analytical procedures conducted with limited assurance
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| Business Financial Statements |
| We can assist you in the preparation of your financial statements in accordance with professional standards. These statements can be useful and valuable tools for your management team to employ when making financial decisions. |
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| Business Financal Forecasts & Projections |
| In order to effectively manage your business and sustain profits, you must be able to correctly forecast the financial needs of your business. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals. |
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| Cash Flow & Budgeting Analysis |
| Even profitable businesses can develop cash flow difficulties. To prevent this from happening to your business, we can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. |
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| Tax Planning & Preperation |
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Tax planning and preparation form a winning combination for our successful individual and business clients. Whether for your personal needs or for the needs of your business, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various purposes and types of entities. These include the following:
• Individuals
• Corporations
• Partnerships
• LLCs/LLPs
• Estates, trusts and gifts
• Not-for-profit organizations
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| Tax Authority/IRS Representation |
| • Through our many years of experience in dealing with tax authorities, we have achieved a high level of competence that ensures our clients are properly represented before the various federal, state and local tax agencies. |
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| Tax Effects from Buying/Selling a Business |
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| Payroll Services |
| As a business grows it must continually hire and dismiss employees, which can result in increased payroll administration. We can assist you in the development and control of a reliable, efficient, and effective payroll system for your business. Our firm can also help you prepare all necessary payroll tax returns in a timely manner. |
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| Sales Tax Services |
| Many of our clients are responsible for collecting and paying sales taxes in several different districts. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. |
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| Estate, Trust and Gift Planning |
| Effective estate, trust and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the taxes due upon the transfer of your business and other assets. For business owners, providing for business continuity and smooth succession of ownership is essential. We can guide you through the complex processes in order to have your financial affairs well in order. |
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| Business Consulting Services |
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Sometimes you just need good advice to discover the best options and directions for your business financial goals. We can help identify areas that are affecting profitability and growth in order to develop solutions that are both practical and technically sound. In addition to acting as a sounding board for your management team, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few areas in which we provide consulting services:
• Accounting software advice
• Business entity selection
• Business valuations
• Buying/selling a business
• Computer system selection
• Financial and retirement decisions
• Estate, trust and gift advice
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| Accounting Software Selection & Implementation |
| With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are aware of the best programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that fits your needs. |
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| Buying & Selling a Business |
| People are living longer, more active lives, meaning careful financial planning for your retirement years is more important than ever. Successful implementation and periodic review of your retirement plan will ensure financial independence that fits your lifestyle. |
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| Retirement Planning |
| 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. |
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| Management Advisory Services |
| Even the most qualified managers can benefit from insightful, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. |
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| Business Entity Selection |
| Many people are not aware of the options available to them when forming a business entity. Choosing the entity for your business is a crucial decision that can have longstanding tax implications. We can assist you in evaluating the pros and cons of each entity type in order to help you determine the most advantageous form of business for your company, be it an “S” corporation, sole proprietorship, limited liability company or other option. |
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