· Accounting Services
· Audit Services
· Financial Forecasting
· Cash Flow & Budgeting
· Tax Services
· Estate & Trust Tax
· Business Succession
· Consulting Services
We provide financial information to our clients in a timely and accurate manner. Meaningful, well-organized financial records help ensure that your business operations and personal life can run more efficiently. Our firm provides a full range of cost-effective accounting services including the following:
· General ledger & financial statement preparation
· Business tax return preparation
· Personal financial statements
· Compilations, reviews and audits
· Accounting system setup for new businesses
We offer solid solutions for maximizing your company's profitability and efficiency. Audits are an intensive examination of your company's systems and records providing the highest level of assurance. We can also perform reviews and compilations.
Forecasting is required for businesses to effectively manage their profitability. From simple projections to complex financial modeling, our experienced staff can assist you in reviewing and understanding 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 cash-flow sources and uses. This type of analysis is useful for growing companies that need to supplement their accounting services while they grow.
We take a proactive approach to tax services. By keeping current on new tax laws and legislation, we help 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 services offered include but are not limited to:
· Tax planning & return preparation
o Estates, trusts & gifts
o Not-for-profit organizations
· Taxing authority representation
· Trust and estate issues
· Tax effects of buying/selling a business
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.
Business Succession Planning
Coordinating the transition of your business to your successors is critical to ensuring its continued success once you decide to remove yourself from the company's daily 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 transition plan.
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 list features just a few of the areas in which we provide consulting services:
· Business development
· Business valuations
· Buying/selling a business
· Financial & retirement decisions
· Estate, trust & gift planning
· Selection of business entity type
· Accounting software selection and implementation