| Accounting Services |
| 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 Preparation & Compilation of Financial Statements
* Payroll Tax Report Preparation
* Payroll Services
* Sales & Use Tax Returns
* Personal Property Tax Renditions
* Fixed Asset Accounting (Depreciation Schedules) |
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| Audit Services |
| An audit provides the highest level of assurance on your financial statements and displays your confidence in the accuracy of your financial information to potential lenders and investors. We also, as part of our service during the audit, provide meaningful insights into ways to improve your organization's effectiveness or efficiency. We specialize in audits of:
*Pivately-held businesses
*Not-for-profit organizations
*Employee benefit plans |
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| Accounting Software Selection & Implementation |
| There are many software options available to businesses today. Our knowledge and experience in the accounting software area will allow us to:
*Help you choose the best software for your business
*Assist in migrating from your current software to a more optimized solution
*Assist in optimal setup and implementation
*Assist in implementation of internal controls related to the software
*Customization of reporting functions
*Training in use of software
*Support day-to-day problems that may arise in use of the software
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| Tax Planning & Preparation |
| Our experienced staff maintain a high level of expertise and engage in continuing education regarding current tax laws and emerging tax issues. We develop strategies to minimize tax liabilities by taking advantage of opportunities provided by current legislation.
Included in our tax preparation services are Federal and State returns for:
* Individuals
* Regular Corporations
* S-Corporations
* Partnerships
* Limited Liability Companies
* Non-Profit Organizations
* Trusts
* Estates
* Employee Benefit and Retirement Plans |
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| Fraud Prevention & Detection |
| According to the annual ACFE report, fraud most frequently occurs in small business and not-for-profit organization. We assist victim organizations in:
*Tracing and analyzing financial records to determine the extent of loss due to fraudulent activity
*Documenting and reporting the amount of loss due to fraudulent activity
*Implementing preventative measures to avoid any other fraudulent losses in the future |
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| Business Valuations |
| Business valuations are essential in estate planning, estate settlements, litigation, marital settlements and business buy-sell agreements.
We provide professional certified business valuations, performed an ABV (a CPA Accredited in Business Valuation). |
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| Business Consulting |
| We pride ourselves on helping our clients to achieve the business goals and growth that they envision. We provide the following services in our efforts to best serve our clients:
*Assist in identifying areas negatively affecting profitability and growth, and then develop solutions that are practical
*Business start-up planning
*Budgeting, cash flow planning and business ratio analysis.
* Preparation of business loan packages and business plans
* Consultation regarding business sales, acquisitions or mergers. |
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| Qualified Retirement Plan Administration and Consulting |
| Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, 401(k)s, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. We can assist you in evaluating the type of retirement plan that will best serve your needs, the needs of your employees, and provide ongoing plan administrative services as required.
Our specialty is the design and implementation of cost effective, participant directed plans for small to medium-sized businesses. |
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