Client Services

Our firm offers a wide range of services. We provide our clients personalized, quality services for planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Below, we have listed the services that we offer, 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.


Accounting and Auditing Services

Compilation of Financial Statements

In performing a compilation, we prepare financial statements from information provided by management in conformity with the applicable financial reporting framework. A compilation is useful when limited in-house capabilities exist for preparing financial statements.

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Review of Financial Statements

A review provides limited assurance that no material changes need to be made to the financial statements for the financial statements to be in conformity with the applicable financial reporting framework. During a review engagement we apply analytical procedures, make inquiries and perform other procedures to the financial statements provided by management. A review is often performed for clients that have third party requirements or for internal use by management/owners, but do not require audited financial statements.

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Audit of Financial Statements

An audit provides the highest level of assurance on financial statements.  Audited financial statements provide the user with the auditor’s opinion that the financial statements are presented fairly, in all material respects, in conformity with the applicable financial reporting framework. During an audit, we corroborate the amounts and disclosures included in the financial statements by obtaining audit evidence through inquiry, analytical procedures, physical inspection, observation, third-party confirmations, examination, and other procedures. An audit is often performed because a third party requires an auditor’s opinion on the financial statements, to identify weaknesses in internal control and add reliability to the financial statements for internal decision makers.

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Bookkeeping Services

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 so that you can focus on your core business.

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Forecasts and Projections

In addition to working with historical financial statements, we also assist clients in forecasting future results. These are often helpful in assisting them to make decisions on future courses of action as well as obtaining appropriate financing.

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Agreed-Upon Procedures

An agreed-upon procedures engagement entails performing testing of accounting records or systems as directed by our clients.  Some examples of agreed-upon procedures are directors' examinations, supervisory committee examinations, and internal audit services. These engagements are helpful to clients of all sizes to assist them in certain areas of their business or to comply with regulatory requirements.

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Tax Services

Tax Preparation

We prepare tax returns in compliance with federal and state regulations for individuals, corporations, partnerships, LLCs, trusts, estates, gifts, and inheritances as well as information returns for non-profit organizations such as charitable groups and pension plans. All returns are thoroughly reviewed by a CPA to ensure accuracy as well as technical compliance with applicable regulations. Recommendations are made, where appropriate, to allow the taxpayer the best tax advantage based on current law.

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Estate and Trust Planning and Tax Preparation

Effective estate planning encompasses a review of individual needs based on the level of assets that a client owns and facilitates the orderly transfer of assets to the beneficiaries. These services frequently include recommendations as to the types of a trust that may be established (irrevocable, revocable, or charitable), planning regarding gifting of assets, and computation of estimated taxes on an individual's estate. We assist our clients in reducing taxes to a minimal level and map out a plan during their lifetime to attain financial security and achieve their goals.

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Representation Before the IRS and State Authorities

We have represented taxpayers before the IRS and state authorities from the smallest matter to very complex audits. We have an excellent rapport with the various taxing authorities and are very familiar with their policies and procedures which may allow for more favorable results.

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International Taxation

Our experience with the taxation of U.S. residents working abroad has provided us with knowledge in the area of international taxation.

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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. Alternatively, our firm can provide these services for you, including preparing all necessary payroll returns.

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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.

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Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot 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, but not limited to, the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Payroll processing
  • Business tax planning and return preparation
  • Personal financial statements
  • Cash flow budgeting and forecasting

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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.

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Consulting Services

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.

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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.

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Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

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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 are just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Type of entity selection
  • Buying/selling a business
  • Computer systems
  • Financial & retirement decisions
  • Estate, trust & gift planning

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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.

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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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Other Services

QuickBooks ProAdvisor ® Assistance

We are a QuickBooks ProAdvisor ® firm with employees who have completed Intuit’s coursework and examination process to be accredited Certified QuickBooks ProAdvisors ®. QuickBooks can be a useful tool and provide quality, timely financial information. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. Not only do we help you use the software, we help you use it more efficiently and more effectively so you can focus on what you do best – running your business.

We offer the following solutions to help meet your QuickBooks needs:

Personal Training and Support
We provide personalized training in either a one-on-one setting or with several individuals within your organization so you feel comfortable and can work in the program with ease. Beyond the initial training we provide support for questions that may arise throughout the year.

Product Selection and Installation
There are multiple versions of QuickBooks and various add-ons such as payroll services and multi-user capabilities. We assist in determining which QuickBooks product best fits your needs and then install it on your stand alone computer or within your computer network.

Setup
We assist new QuickBooks users with the initial setup of their company file including, but not limited to: chart of accounts; customer, vendor and employee information; banking transactions; daily sales entry; user preferences; and, reports. We can also help an experienced QuickBooks user by adjusting their current company file settings to work more efficiently.

Review
Our QuickBooks review service helps companies that have the staff to perform daily accounting and payroll tasks, but need an expert to review the transactions.  Our review will assist you in receiving reliable financial information so you can effectively run your business.  We will inform you of any adjustments or reclassifications necessary so you are receiving the most accurate information.  We can review your QuickBooks file at any time, but monthly reviews provide you with the timeliest information about your business.

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Mergers, Aquisitions, and Sales

Business transactions and transitions are complicated affairs. Whether you're buyng, selling, or considering a potential merger, we can provide professional expertise to help you successfully structure and negotiate the deal. We employ careful analysis and due diligence, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. We can assist you with making the right decisions for your business for optimum success.

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