We provide a broad range of services to help clients securea sound financial future. In addition to the core services listed below, weprovide customized services to address our clients in the manufacturing, serviceand not-for-profit industries. Our services are very comprehensive. Call for a freeevaluation of your tax, accounting, and general business needs. Compare thedifference between what you're presently doing and what we can do for you. Theseare some of the standard services we provide.
Small Business Accounting Services
We offer the full range of other accounting services to help keepyour business running smoothly. Our bookkeeping services include MonthlyOperating Statements, Bank Reconciliations, Payroll, Audit Trails, BalanceSheet, Financial Graphs and Budgets. We realize that most small businesses cannot afford a full-time accountant but still need the expertise at times. We arethere when you need us!
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Monthly Operating Statements
These give you a monthly look at where you stand so you can act on aproblem or seize an opportunity before it's too late. Every month we look atyour financial picture so we can alert you to those areas that need yourattention. Watching your bottom line can often help improve it.
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Bank Reconciliations
Weprove out your bank balance every month and advise you of any bank charges, bankerrors, or arithmetic mistakes on your part so you know exactly how much cash isavailable for spending.
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Payroll Registers:
Theserecords on each and every employee are required by law and help us to prepareyour payroll tax returns.
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Audit Trail
A record oftransactions is printed out for you in case of an audit. The format is arrangedso you can use it to understand in more detail how the dollars come together onyour operating statement.
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Balance Sheet
Shows cashbalances, accounts receivable, taxes owed, etc. This is particularly useful toyour banker when he is trying to make a decision about a loan.
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Financial Graphs
They helpyou understand, at a glance, financial data such as monthly sales trends,expenses, profits, etc.
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Budgets
We can help you drawup a plan of action for the year. Throughout the year we can track the progressyou're making toward your goals.
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Proactive Tax Planning
Thebest time to save money on your taxes is four to sixteen months before they aredue, and this requires expert planning. We provide one-on-one pro-active taxcounsel to meet your unique personal and business needs. The typical clientbenefits the most from expert tax advice in: Year-end strategic planning to helpminimize your tax liability; Effective and timely structuring of your personaland business transactions; Executive compensation planning; Money-savingself-employment and payroll strategies; Successful retirement and estateplanning.
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Tax Return Preparation
Thebest time to save money on your taxes is four to sixteen months before they aredue, and this requires expert planning. We provide one-on-one pro-active taxcounsel to meet your unique personal and business needs. The typical clientbenefits the most from expert tax advice in: Year-end strategic planning to helpminimize your tax liability; Effective and timely structuring of your personaland business transactions; Executive compensation planning; Money-savingself-employment and payroll strategies; Successful retirement and estateplanning.
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Business Formation
Includingstart-up, expansion, and sale of a business. Many important decisions andfinancial commitments are involved in starting a new business or selling an oldone. The tax effects can be dramatic without careful consideration andthoughtful planning.
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IRS Audit Representation
Asa valued client we will be available to you in dealing with the IRS and othertaxing authorities. We will represent you and assist you in preparing for auditsand appeals conferences. We also provide expert counseling on technical taxissues, penalty assessments, and negotiations to resolve payment of taxdeficiencies.
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Personal Financial Planning
We work with our clients in the areas of investment strategies, taxplanning, risk management, and asset preservation to maximize growth but limittax consequences. We ask the question "Where do you want to be financially"? Andthen review their retirement, business, education and other needs to be certaintheir goals are attainable.
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Financial Planning For Business Owners
As personal financial planning advisors, we help business owners makethe right financial planning decisions by analyzing their overall financial andtax situations, helping them devise estate plans and plans for retirement, andassisting them in risk management, insurance planning, and developing investmentphilosophy, among other things.
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Not-For-Profit Organizations
The firm has extensive experience in the area of Not-For-Profitorganizations including filing for exempt status, meeting Federal reportingguidelines, developing and implementing fund accounting systems, and creationand use of budgets.
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Business Planning
Establishing short-term and long-term goals and effective methods ofachieving them is essential to successful business management. Our Firm canassist you in developing a comprehensive business plan that will help youidentify and achieve your goals.
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Consulting Services
Our mostimportant goal is to assist you and your company in increasing after-taxprofitability. The close working relationship we share with our clients gives usa better understanding of their overall financial goals. We offer a broad arrayof valuable consulting services including: cash management, risk management(insurance), financing, business valuation, compensation and benefit plans,computer-based accounting systems, succession planning for family-ownedbusinesses, mergers and acquisitions, health care, compliance with governmentregulations, litigation support, software evaluation and setups.
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Internal Controls Review
OurFirm will help you protect your assets by analyzing and improving your existinginternal control systems. We are available to identify areas of vulnerabilityand recommend long-term solutions.
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Organizational Consulting
Our Firm can provide expert advisory services to assist you with suchissues as organizational structure, job descriptions, performance appraisal,teambuilding, communications, and other human resource concerns.
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Diagnostic Review
nterestedin achieving more efficient and profitable operations? Have our team perform adiagnostic review of your business operations to pinpoint those areas whereefficiency and profitability can be enhanced.
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Banking Relationships
OurFirm can provide valuable assistance in establishing, maintaining or expandingcurrent banking relationships. We assist you to professionally organize andprepare your all-important banking proposal.
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Reviewed or Audited FinancialStatements
When more in depth financials arerequired, for example, for a grant or a large loan, we can help.
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Litigation Support
Weprovide expert, objective analysis and assistance to clients involved incommercial and civil litigation.
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Business Valuations
Whenyour company is involved in a merger, business start-up, acquisition orliquidation, it?s important that your accounting firm provide expert advice inproperly structuring the transition. We have extensive experience in handlingbusiness transactions that can affect your company's profitability. In addition,we act as independent consultants, offering you objective assistance toestablish methods of business valuation and to perform duediligence.
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Information Technology Services
Our computer technology consulting services address the full spectrumof the computerized accounting packages, including application softwareselection and installation, operations reviews, staff training, and evaluationof day-to-day operating practices.
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Research Services
To meetthe needs of clients and business associates for timely business information, wesupply a variety of customized research services. Business analyses, industryforecasts, company profiles are examples of just some the information resourcesavailable.
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Executive Searches
We willserve as an autonomous third party to help you interview and screen qualifiedcandidates for key positions in your company, while maintaining the highestlevel of confidentiality.
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