| 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 & financial statement preparation
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for new businesses
*Business tax return preparation (Sales & Use/Business Property)
*Personal financial statements
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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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| 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 |
Whether you are intending to transfer ownership and management of your business to your children or to other key employees, early planning is critical to a successful business succession plan. Let us help you consider the tax and business issues related to succession planning. |
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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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| 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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| Employee Policy Manuals |
In today's litigious society, it is becoming increasingly necessary to rely on written policies and procedures to protect yourself and your business from costly lawsuits. Let us help you implement a written policy manual using our resources and experience. |
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| 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. |
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| Estate Planning |
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. |
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| Family Office Services |
| We offer family office services, such as bill pay, bank reconciliations, interface with lenders, attorneys, financial representatives and insurance agents. |
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| IRS Representation |
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. |
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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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| Mergers & Acquisitions |
Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations. |
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| Personnel Search |
Finding that key accounting person is difficult in today's growing economy. We can assist you in your recruiting process by finding, interviewing and reference checking candidates for your key accounting positions. |
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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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| 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 multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. |
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| Trust/Probate Accounting |
| We are experienced in preparing trust accounting for submission probate court and beneficiaries. |
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