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We provide a broad range of services to help clients secure
a sound financial future. In addition to the core services listed below, we
provide customized services to address our clients in the manufacturing, service
and not-for-profit industries.
Our services are very comprehensive. Call for a free
evaluation of your tax, accounting, and general business needs. Compare the
difference between what you're presently doing and what we can do for you. These
are some of the standard services we provide.
Small Business Accounting Services
We offer the full range of other accounting services to help keep
your business running smoothly. Our bookkeeping services include Monthly
Operating Statements, Bank Reconciliations, Payroll, Audit Trails, Balance
Sheet, Financial Graphs and Budgets. We realize that most small businesses can
not afford a full-time accountant but still need the expertise at times. We are
there 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 a
problem or seize an opportunity before it's too late. Every month we look at
your financial picture so we can alert you to those areas that need your
attention. Watching your bottom line can often help improve it.
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of our services
Bank Reconciliations
We
prove out your bank balance every month and advise you of any bank charges, bank
errors, or arithmetic mistakes on your part so you know exactly how much cash is
available for spending.
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Payroll Registers:
These
records on each and every employee are required by law and help us to prepare
your payroll tax returns.
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Audit Trail
A record of
transactions is printed out for you in case of an audit. The format is arranged
so you can use it to understand in more detail how the dollars come together on
your operating statement.
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Balance Sheet
Shows cash
balances, accounts receivable, taxes owed, etc. This is particularly useful to
your banker when he is trying to make a decision about a loan.
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of our services
Financial Graphs
They help
you understand, at a glance, financial data such as monthly sales trends,
expenses, profits, etc.
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Budgets
We can help you draw
up a plan of action for the year. Throughout the year we can track the progress
you're making toward your goals.
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Proactive Tax Planning
The
best time to save money on your taxes is four to sixteen months before they are
due, and this requires expert planning. We provide one-on-one pro-active tax
counsel to meet your unique personal and business needs. The typical client
benefits the most from expert tax advice in: Year-end strategic planning to help
minimize your tax liability; Effective and timely structuring of your personal
and business transactions; Executive compensation planning; Money-saving
self-employment and payroll strategies; Successful retirement and estate
planning.
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Tax Return Preparation
The
best time to save money on your taxes is four to sixteen months before they are
due, and this requires expert planning. We provide one-on-one pro-active tax
counsel to meet your unique personal and business needs. The typical client
benefits the most from expert tax advice in: Year-end strategic planning to help
minimize your tax liability; Effective and timely structuring of your personal
and business transactions; Executive compensation planning; Money-saving
self-employment and payroll strategies; Successful retirement and estate
planning.
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Business Formation
Including
start-up, expansion, and sale of a business. Many important decisions and
financial commitments are involved in starting a new business or selling an old
one. The tax effects can be dramatic without careful consideration and
thoughtful planning.
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IRS Audit Representation
As
a valued client we will be available to you in dealing with the IRS and other
taxing authorities. We will represent you and assist you in preparing for audits
and appeals conferences. We also provide expert counseling on technical tax
issues, penalty assessments, and negotiations to resolve payment of tax
deficiencies.
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Personal Financial Planning
We work with our clients in the areas of investment strategies, tax
planning, risk management, and asset preservation to maximize growth but limit
tax consequences. We ask the question "Where do you want to be financially"? And
then review their retirement, business, education and other needs to be certain
their goals are attainable.
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Financial Planning For Business Owners
As personal financial planning advisors, we help business owners make
the right financial planning decisions by analyzing their overall financial and
tax situations, helping them devise estate plans and plans for retirement, and
assisting them in risk management, insurance planning, and developing investment
philosophy, among other things.
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Not-For-Profit Organizations
The firm has extensive experience in the area of Not-For-Profit
organizations including filing for exempt status, meeting Federal reporting
guidelines, developing and implementing fund accounting systems, and creation
and use of budgets.
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Business Planning
Establishing short-term and long-term goals and effective methods of
achieving them is essential to successful business management. Our Firm can
assist you in developing a comprehensive business plan that will help you
identify and achieve your goals.
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Consulting Services
Our most
important goal is to assist you and your company in increasing after-tax
profitability. The close working relationship we share with our clients gives us
a better understanding of their overall financial goals. We offer a broad array
of valuable consulting services including: cash management, risk management
(insurance), financing, business valuation, compensation and benefit plans,
computer-based accounting systems, succession planning for family-owned
businesses, mergers and acquisitions, health care, compliance with government
regulations, litigation support, software evaluation and setups.
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of our services
Internal Controls Review
Our
Firm will help you protect your assets by analyzing and improving your existing
internal control systems. We are available to identify areas of vulnerability
and recommend long-term solutions.
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Organizational Consulting
Our Firm can provide expert advisory services to assist you with such
issues as organizational structure, job descriptions, performance appraisal,
teambuilding, communications, and other human resource concerns.
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of our services
Diagnostic Review
nterested
in achieving more efficient and profitable operations? Have our team perform a
diagnostic review of your business operations to pinpoint those areas where
efficiency and profitability can be enhanced.
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services
Banking Relationships
Our
Firm can provide valuable assistance in establishing, maintaining or expanding
current banking relationships. We assist you to professionally organize and
prepare your all-important banking proposal.
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services
Reviewed or Audited Financial
Statements
When more in depth financials are
required, for example, for a grant or a large loan, we can help.
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of our services
Litigation Support
We
provide expert, objective analysis and assistance to clients involved in
commercial and civil litigation.
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Business Valuations
When
your company is involved in a merger, business start-up, acquisition or
liquidation, it?s important that your accounting firm provide expert advice in
properly structuring the transition. We have extensive experience in handling
business transactions that can affect your company's profitability. In addition,
we act as independent consultants, offering you objective assistance to
establish methods of business valuation and to perform due
diligence.
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Information Technology Services
Our computer technology consulting services address the full spectrum
of the computerized accounting packages, including application software
selection and installation, operations reviews, staff training, and evaluation
of day-to-day operating practices.
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Research Services
To meet
the needs of clients and business associates for timely business information, we
supply a variety of customized research services. Business analyses, industry
forecasts, company profiles are examples of just some the information resources
available.
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Executive Searches
We will
serve as an autonomous third party to help you interview and screen qualified
candidates for key positions in your company, while maintaining the highest
level of confidentiality.
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