| 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.
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. |
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FINANCIAL SERVICES
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Financial Reports - Compilations and reviews
- Agreed-upon procedures
- GAAP, cash and tax basis financials
- Personal financial statements
- Prescribed forms for banks and other compliance institutions
- Projections and forecasts for third parties
Budgeting and Forecasting - Operations
- Cash flow management
- Financing
- Expansion expectations
- Capital and equipment needs
- What-if situations
- Succession planning
Business Valuations - Viability of potential purchase/sale
- Buy/sell agreements
- Succession planning
Bookkeeping Services - Monthly or quarterly review of client's in-house financial statements
- GAAP, cash or tax basis
- Payroll reporting - see payroll reporting in the tax services section
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MANAGEMENT ADVISORY SERVICES
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Information System Evaluation - Analysis of software needs for all aspects of accounting
- Cost/benefit analysis of in-house accountant and/or general ledger system
- Development of internal controls
- Training and follow-up
Internal Control and Information System Analysis - Staffing needs - quantity and capabilities
- Internal controls/segregation of duties
- Efficiency-procedures, systems
- Information system capabilities, ease of use, inter-program integration
- Assistance with interviewing, evaluation, hiring and training of accounting staff
Acquisition/Sale of Business - Business valuation
- Analysis of capital needs for acquisition
- Assistance with bank financing
- Analysis of cash flow needs upon purchase
- Allocation of purchase price by asset type to minimize taxes
Business Plans and Bank Loan Packages - Business plan development
- Forecasted financial statements
- Assessment of interest rate and loan convenants
- Assessment of capital needs for a new busines or expansion
Seminars and Specialized Training - Workshops featuring tax planning opportunities
- Business succession planning seminars
- Quickbooks 101 for business owners and bookkeepers
- Retirement options
- Investment options for individuals and businesses
- Education/tax savings
- Long-term care insurance
- Financing for a succession plan with the SBA
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TAX SERVICES
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Income Tax Return Preparation - C & S Corporations
- Partnerships, general and limited
- Limited Liability Companies and partnerships
- Individuals
- Estate, gift and trusts
Tax Research and Planning - Minimizing tax obligations for individuals and businesses
- What-if situations
- Lease vs. buy decisions
- Choice of entity
- Personal and estate tax planning
- Employee benefit plans
- Succession planning
Payroll, Sales and Property Tax Reporting and Compliance - Coordination with outside payroll service providers
- Evaluation of required payroll wages and withholding
- Personal property tax reports
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