Services

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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Bank Reconciliations
We can reconcile 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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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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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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Sales Tax Consulting & Preparation
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. We can also assist your staff in the proper interpretation of the very complex sales tax regulations. 
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Tax Planning & 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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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. We also provide services for clients that require SAS 70 Reviews or Audits.  We assist in examining, documenting and if needed, testing controls on behalf of service organizations.
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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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Diagnostic Review
Interested 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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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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Litigation Support
We provide expert, objective analysis and assistance to clients involved in commercial and civil litigation. Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages. 
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Expert Witness Services
Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases. 
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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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Tax Due Dates