OUR SERVICES
Accounting
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 and your financial reporting will be timely and accurate. Our firm provides a full range of cost effective accounting services including the following:
Our experienced staff can assist you in identifying and setting up internal financial reports needed for managing your business. In addition, we provide financial reporting on all three levels of assurance:
• Assistance with general ledger setup and entry of transactions
• Assistance with review and selection of accounting system software
• Write-up and organization of existing accounting records
• Financial forecasts and projections
• Personal financial statements
Financial Reporting
• Audit
• Review
• Compilation
More importantly, we can help you use these statements, as well as other reports, to better manage your business and increase your profitability by looking at Key Performance Indicators both in the financial statements and elsewhere in your business. Good financial records are helpful for several reasons:
• Daily operating decisions are based on financial reports
• Banks require reports of past performance
• Tax compliance requires accurate records and proper substantiation
Tax Planning & Compliance
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, homeowners associations, cooperatives and not-for-profit organizations. We prefer to take a proactive approach to tax services.
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- Tax planning and strategies for minimizing tax liability
- Tax preparation and compliance for federal and all 50 states
- Tax effects of buying/selling a business
- Updates on the most relevant tax law changes
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Business Advisory
Our view is that the value of the business consulting services we provide can be gauged by the success of our clients. With this in mind, we can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical, comprehensive, and tailored to the needs of each client.
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- Business entity type selection
- Strategic planning
- Buying/selling a business
- Budgeting
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