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. 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 - compilation of client provided information without further assurance.
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 your record keeping requirements.
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 a variety of programs. Our experienced staff can help you choose and implement the system that best fits your needs.
Ceritfied QuickBooks ProAdvisors
Our firm has been certified QuickBooks ProAdvisors.
Financial Forecasts & Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.
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 sources and uses of cash.
Pension & Profit Sharing Plans
Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.
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.
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual, a multi-tiered partnership, or a corporation, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Business Succession Planning
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
Whether you are thinking of buying a new business or in the midst of a difficult divorce, the value attached to your business is important. We can provide useful and objective analysis to assist you in the valuation of most businesses in which you have an interest. We also provide valuations which are an integral part of a gift giving plan.
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.
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. We also prepare income tax returns for estates and trusts.
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability 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.
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.
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.
Investment Planning Services
Frequently our clients ask us the following questions: How much money do we currently have to invest for college and/or retirement? At my level of risk tolerance, what different asset classes should I be invested in? Does our investment portfolio make sense from an income and estate perspective? Let our trained staff assist you in drafting and implementing a coordinated investment plan.
Bank Loan Proposals
Over the years we have developed a methodology of preparing loan proposals which enables management to articulate its need for additional loans and forecasts the results of attaining the loan and additional business obtained as a result of the loan. Management can use these bank loan proposals to secure competitive bids from more than one financial institution.
Member Since: 1989