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Accounting Services
Providing financial information to our clients in a timely and accurate
manner is a commitment that we feel can not 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 cost effective accounting services including the following:
*General ledger & financial statement preparation
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for new businesses
*Computerized payroll services
*Business tax return preparation (Sales & Use/Business Property)
*Personal financial statements
*Litigation support
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. Compilations differ from reviews and audits as they are
based upon client information provided and used primarily for internal
use only as no assurance is expressed.
Bookkeeping/Write-Up
Meaningful, well-organized financial records ensure that your business
operations will run more efficiently on a daily basis and are the foundation
of a successful business. Our qualified staff can assist you with the
day-to-day tasks associated with bookkeeping.
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.
Financial Forecasts
& Projections
Forecasting is a necessity when trying to effectively manage and lead
a business to profitability. From simple projections to complex financial
modeling, our experienced staff can assist you in achieving your company's
financial goals.
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.
Tax Services
We prefer to take a proactive vs. reactive approach to tax services. By
keeping current on new tax laws and legislation, we are in a position
to identify key tax planning opportunities that minimize both your current
and future tax liabilities. We provide our individual and business clients
with the taxation expertise and knowledge that they deserve throughout
the year. Tax services offered include but are not limited to:
*Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business
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
advantage of new tax laws and legislation.
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.
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.
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.
Estate & Trust Tax
Preparation
Effective estate and gift 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.
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 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. The
following is just a few of the areas in which we provide consulting services:
- Accounting software selection and implementation
- Type of entity selection
- Business valuations
- Buying/selling a business
- Computer systems
- Financial & retirement decisions
- Estate, trust & gift planning
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 exposed to most programs through trade journals
and actual use. Our experienced staff can help you choose and implement
the system that best fits your needs.
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' future
growth and success.
Business Consulting
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.
Debt & Financing Services
Debt management and the evaluation of financing options are issues that
an experienced professional deals with every day. Let us use our experience
to assist you in securing financing for your personal or business needs
or consolidating your current debt to a more manageable level.
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 long-standing 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.
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