| Quickbooks |
We speak Quickbooks. QuickBooks is the most widely used accounting software in small businesses in the USA. While it is one of the easiest to use bookkeeping programs available today, experience and training are still necessary to produce accurate financial statements used in making many important decisions. |
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| Employee Benefit Plans |
The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan. |
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| 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. |
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| Accounting Services |
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not 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 and financial statement preparation -
Bookeeping - Quickbooks and Peachtree -
Accounting system setup for new businesses -
Computerized payroll services -
Preparation of sales and use tax returns |
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| Audits, 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: -
Audit - an intensive examination with the highest level of assurance -
Review - analytical procedures conducted with limited assurance -
Compilation - based upon client information provided and used primarily for internal purposes
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| Bookkeeping/Write-Up |
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. |
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| 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. |
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| Financial Forecasts & Projections |
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals. |
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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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| Tax Services |
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.
Tax services offered include but are not limited to: -
Corporations -
Partnerships -
Limited Liability Companies (LLC) and Limited Liability Partnerships (LLP) -
Individuals -
Estates and Trusts -
Not-for-profit organizations -
Tax authority representation -
Merger and acquisition tax consulting
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| Tax Planning & Preparation |
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a corporation filing in multiple states, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. |
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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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| 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 -
Business entity selection -
Buying or selling a business -
Small computer network installations -
Financial and retirement planning -
Estate, trust and gift planning |
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| Accounting Software Selection & Implementation |
With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs. |
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| Financial Planning |
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. |
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| Management Advisory Services |
Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. |
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| Business Consulting |
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. |
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| Pension & Profit Sharing Plans |
Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. |
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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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