Our firm offers both limited and full scope attest services. We
will gladly work with your bank or other financing institution
to determine whether a limited review or full scope audit is
necessary. We pledge to deliver cost-efficient attest services
in accordance with your mandatory reporting deadlines.
Cash Flow & Budgeting Analysis
Our firm offers expert cash flow and budgeting analyses that
can help you minimize cost overruns, lost purchase discounts,
and uncollectable receivables. Many of our clients state that
these value-added services are indispensable.
Compilation, Review, and Audit Services
Our firm provides professional compilation, review, and audit
services to businesses of all sizes. We can quickly compile
your financial records into meaningful GAAP-compliant financial
statements, offer limited-scope review testing, and can deliver
complete audit attestation. We prepare financial
statements in accordance with Generally Accepted Accounting
Principles (GAAP) for use by banks, investors, and other third
parties. Our firm will also prepare custom financial reports
for internal, managerial use.
Financial Forecast and Projections
Our firm provides complete financial and business forecasting
services, including proforma projections. We will also
customize -What If- planning scenarios to help management
foresee and plan for unexpected business contingencies.
Tax Planning and Preparation
Our firm continuously monitors federal, state, and local tax
law changes to allow its clients to minimize current and future
tax liabilities. If necessary, we can implement tailor-made
due-date tax compliance monitoring systems to prevent costly
interest and penalty assessments attributable to late filing.
Of course, our firm also prepares all federal, state and local
tax returns for individuals and businesses.
IRS and State/Local Representation
Our firm knows the tax laws, and we know how your tax return
was prepared. We can provide complete representation services
before the IRS as well as state and local taxing
Whether your business is considering overseas expansion or is
looking to qualify for tax-advantaged treatment under NAFTA,
our international tax services can help you understand how
foreign tax laws can affect your business.
Our firm offers complete payroll preparation and payroll tax
Sales Tax Services
Our firm prepares all sales tax filings and offers full sales
tax audit representation.
Estate, Gift and Trust Tax Return
Our firm provides expert preparation of federal and state
estate, gift, and trust tax returns.
Accounting Software Selection &
Need help with accounting software selection and
implementation? Our firm will help you select the software
that's right for you and will teach you how to use it
Business Succession Planning
Stop wondering if and how your business will continue without
you there. As experts in business succession planning, our firm
can suggest many courses of action to provide assurance that
your business will enjoy a smooth continuance and that your
heirs and business associates will be well protected.
Buying & Selling a Business
Our firm advises prospective business purchasers about local
market conditions, industry trends, and the financial condition
of an acquisition candidate. If you are selling a business, we
can offer advice for obtaining the best possible sales price
and contract payout terms.
Our company offers a wide range of consulting services to help
you improve business operations, boost efficiency, and increase
the bottom line.
Fraud Prevention & Detection
Nobody likes to think about being robbed by an employee, but it
can happen. Our firm has the knowledge to protect your assets
from employee theft and can implement and systems to detect and
deter fraudulent activity.
Our firm provides full-charge bookkeeping services, including
general journal and subsidiary ledger maintenance, bank
statement reconciliation, and receivables and payables tracking