Business & Tax Planning Services We Offer
Our firm offers a wide range of services to our individual and business clients. We are able to offer our clients high level services typically performed by regional firms with the personalized attention of a smaller firm with less employee turnover.
Client Services
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.
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 the following:
- General ledger & financial statement preparation
- Personal financial statements
- Litigation support
- Business tax return preparation (Sales & Use/Business Property)
- Accounting system setup for new businesses
Reviews and Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on all three levels of assurance:
- Review – some analytical procedures conducted with limited assurance
- Compilation – based upon client information provided and used primarily for internal use.
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.
Chief Financial Officer
We can provide the services typically provided by a CFO in addition to adding value by providing a wide range of other services not typically provided by the CFO of a private company.
Financial Forecasts & Projections
We can provide the services typically provided by a CFO in addition to adding value by providing a wide range of other services not typically provided by the CFO of a private company.
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.
Chief Financial Officer
We can provide the services typically provided by a CFO in addition to adding value by providing a wide range of other services not typically provided by the CFO of a private company.
Financial Forecasts & Projections
We can provide the services typically provided by a CFO in addition to adding value by providing a wide range of other services not typically provided by the CFO of a private company.
Financial Statements
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.
Forensic Accounting
We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.
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 is just a few of the areas in which we provide consulting services:
- Accounting software selection and implementation
- Type of entity selection
- Business valuations
- Buying/selling a business
- Computer systems
- Financial & retirement decisions
- Estate, trust & gift planning
Other Services
Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
- Mergers & acquisitions
- Asset protection
- Investment review
- Bankruptcies
- Litigation support
- Cash flow forecasting
- Employee benefit plans
- Internet commerce
Software Implementation
We perform software updates and upgrades as well as systems design and configuration.
