Our firm offers a wide range of services to our individual and business clients. Our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
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.
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.
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.
Business Succession Planning
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business' computer systems.
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.
Certified Quickbooks Pro Advisor
We are a Certified QuickBooks Pro Advisor. We can assist you in QuickBooks Setup, Training, and Reporting.
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.
Agreed Upon Procedures
As the name implies these are procedures agreed upon between us. They may be services such as tracing canceled checks to invoice documentation or performing certain procedures at the request of your banker's or a regulatory agency.
Audits - A-133, GAS, HUD, RD
Specialty types of audits in which we have wide variety of experience in both not-for-profit and for-profit entities.
Audits - Employee Benefit Plans
We perform audits for plans in the defined contribution, defined benefit, and 401(k) areas.
Audits - Real Estate, Construction, Other
We have experience in all phases of real estate (development, sales, management, & home building), construction contractors and clients in many other different industries.
Let us be your on-site Chief Financial Officer to keep your in-house accounting operations running smoothly and efficiently.
Financial Statements - Audits
Audits of your financial statements
Financial Statements - Compilations
We compile your financial statements from your records. This is normally an annual type of service for reporting to banks, if required, and to managment.
Financial Statements - Reviews
A review is substantially less in scope than an audit but more analytical work is performed than a compilation. Normally used to satisfy reporting requirements for Contractor's Licensing Board and bonding companies.
Tax Planning & Preparation - All Entities
Preparation of individual, corporate, trust, estate, and information returns. Tax planning for these same entities.