Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, 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. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
It is important that your accounting records are kept in an organized fashion. 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 & financial statement preparation
*Accounting system setup for new businesses
*Computerized payroll services
*Business tax return preparation (Sales & Use/Business Property)
*Personal financial statements
*Conversion from manual to computerized systems.
Audits, Reviews and Compilations
We provide financial reporting on all three levels of assurance:
*Audit- an intensive examination with the highest level of assurance
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use.
We view these types of engagements as not just the preparation of financial statements. We use these engagements to point out to our clients things that they could be doing to improve controls within their business and ways to run their accounting system and their business more efficiently.
Our qualified staff can assist you with all areas of the bookkeeping process. This includes the day-to-day, monthlty, quarterly and/or annual tasks associated with bookkeeping.
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.
Financial Forecasts & Projections
We can also provide you with forecasted and projected financial statements. Whether they be for internal "what if" analyis or for a new business applying for financing, we can prepare the type of analysis that you may need.
Accounting Software Selection & Implementation
With our involvement with varying types of clients, we also get to work with varying types of accounting software. We can help you select the software that is right for 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, whether it is a new company or a growing company that may need to re-evaluate its form of entity.
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.
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 the experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
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 is 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
*Financial & retirement decisions
*Estate, trust & gift planning
Management Advisory Services
Even the most qualified managers can benefit from competent, objective feedback. We can help your company develop long-term objectives and specific strategies to facilitate your business' future growth and success.
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.
Tax Planning & Preparation
Along with financial statement preparation, we also provide a full range of income tax preparation and planning.
We prepare taxes for individuals, partnerships including LLCs and LLPs, corporations (C and S), and nonprofit organizations.
We also prepare Estate, Gift and Trust returns.
We can also provide you with a full range of tax planning services for all of these types of entities.
There comes a time in everyone's life that they recieve the inevitable notice from a state or federal taxing agency.
Our staff can handle any and all inquiries from the Internal Revenue Serivce and/or state taxing agencies be it regarding collection issues, audit notices, delinquent filings or any other concern of the taxing agencies.
Our bookkeeping staff is here to assist you in all aspects of the payroll function. We offer a full range of payroll services from actual payroll preparation, preparation of payroll tax deposits and/or preparation of the payroll tax forms.
Sales Tax Services
We can provide you with assistance in the preparaton of sales tax reports for your respective state taxing agency.
Estate & Trust Tax Preparation
Effective estate and gift 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.
QuickBooks Pro Advisors
We are registed in the QuickBooks Pro Advisors program. Because of this, our staff has in-depth knowledge of the most recent versions of the program and we can provide you with assistance in setting up your accounting system in QuickBooks or answering your day-to-day questions.