Client Services
Our firm offers a vast array of quality personalized services to meet your business or individual needs. Click on the services listed below for details about how we can assist you. Contact us about services not listed. If we do not provide it, we will refer you to a qualified professional who does.

 


Accounting Services

Audits, Reviews and Compilations

Provide solutions to maximize you company’s profit and efficiency. Provide financial reporting at three levels of assurance. An Audit offers an intensive examination with the highest level of assurance. A Review offers some analysis with limited assurance. A Compilation is based upon the information you provide and used primarily for internal use.

Cash Flow & Budgeting Analysis

Forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses, to address cash flow issues.

Financial Forecasts & Projections

Assist your company in achieving financial goals by using simple projections or complex financial modeling.

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.

Consulting Services

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.

Other Services

Employee Benefit Plans

Audits of Defined Contribution Plans and compliance review of plans for ERISA compliance audits.

Tax Services

Proactive Tax Planning & Preparation

Develop strategies in tax planning and preparation by utilizing the advantages inherit in new tax laws and legislation.

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.

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 individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Miscellaneous

Business Coaching & Consulting

We help in identifying areas that hinder profitability and growth. Develop practical and technically sound solutions. Provide comprehensive, flexible strategies to facilitate your company’s success.

CFO Outsourcing

Provide professional review of books, assist in financial statement preparation, prepare bank reconciliations and other financial tasks, on a cost efficient contractual basis.

Government Contracting Compliance

The complex process of government contracting compliance demands a knowledgeable CPA firm that knows FAR and CAS. We stay up-to-date on latest regulations and requirements. We provide timely feedback and updates so clients are never surprised.

Internal Audit Outsourcing

Provide professionals to test and assess internal controls to assure business’ effective operations, on a cost efficient contractual basis.

Peer Reviews

Provide comprehensive peer review services for CPA firms. We are qualified in both Government Auditing Standards (The Yellow Book) and Employee Retirement Income Security Act (ERISA) compliance audits.

Strategic Planning

We offer traditional strategic planning services for all types of organizations. We help focus on the long term by creating short term goals and action plans.

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