BUSINESS ACCOUNTING AND CONSULTING SERVICES
• Business Entity Selection
• Accounting Services
• Tax Services
• Business Consulting Services
• Financial Consulting
• Future Services
Business Entity Selection
Selecting the form of entity of your business (e.g. “S” Corporation, sole proprietor, Limited Liability Company) is a vital decision that can have a tremendous impact on your taxes. We’ll site down with you and examine the pros and cons of each entity type to help you determine the form that will most profitably serve your business.
Accounting Services
Audits, Reviews, and Compilations
Bookkeeping/Write-Up Services
Financial Statements
Cash Flow & Budgeting Analysis
Payroll Services
Accounting Software Selection & Implementation
Sales Tax Services
Tax Services
Tax Planning
Tax Preparation
IRS Representation
Estate & Trust Tax Preparation
Business Consulting Services
Business Consulting
QuickBooks Training & Installation
Business Valuations
Management Advisory Services
Debt & Financing Services
Financial Consulting
Profit Sharing and Incentive Programs
Financial Planning
Investment Review
Retirement Planning
Acquisition of Capital
Debt & Financing Services
Future Services
Elder Care
Buying & Selling a Business
Business Succession Planning
Identity Theft
DESCRIPTION OF SERVICES
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.
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. Audits differ from reviews and compilations, as they are an intensive examination of your company’s systems and records providing the highest level of assurance. 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
Bookkeeping/Write-Up Services
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.
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 making financial decisions.
Cash Flow & Budgeting Analysis
A business can be profitable and still run into trouble due to cash flow issues. We can evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.
Payroll Services
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
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.
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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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 Planning
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 legislations.
Tax Preparation
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including but not limited to individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. We assist in circumstances of divorce and support issues and tax effects of buying/selling a business.
IRS Preparation
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.
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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Business Consulting
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.
QuickBooks Training & Installation
We install and train your staff in QuickBooks.
Business Valuations
Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.
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.
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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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.
Investment Review
As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through you retirement years.
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