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Quickbooks
Services
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We
can help with the installation, setup, training and ongoing
support for Quickbooks.
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Compilations
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We
view our role in the financial reporting process as an
opportunity to provide constructive solutions for maximizing
your company's profitability and efficiency. Compilations
differ from reviews and audits as they are based upon client
information provided and used primarily for internal use
only as no assurance is expressed.
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Bookkeeping/Write-Up
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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
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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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Tax
Planning & Preparation
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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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Payroll
Services
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As
a business grows, it must hire more employees, which can
result in increased payroll administration. We can assist
you in implementing 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.
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Estate
& Trust Tax Preparation
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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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Consulting
Services
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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
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Buying
& Selling a Business
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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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Estate
Planning
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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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Management
Advisory Services
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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
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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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