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Accounting Services
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Providing financial information to our clients in a
timely and accurate manner is a commitment that we feel can not be compromised.
Meaningful, well-organized financial records ensure that your business operations
will run more efficiently on a daily basis. Our firm provides a full range of cost
effective accounting services including the following:
*General ledger & financial statement preparation
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for new businesses
*Computerized payroll services
*Business tax return preparation (Sales & Use/Business Property)
*Personal financial statements
*Litigation support
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Audits, Reviews and
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. 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 - based upon client information provided and used primarily for internal
use.
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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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Financial Forecasts
& Projections
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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.
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Cash Flow & Budgeting
Analysis
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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.
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Tax Services
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We prefer to take a proactive vs. reactive approach
to tax services. By keeping current on new tax laws and legislation, we are in a
position to 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
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business
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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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IRS Representation
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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.
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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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Accounting Software
Selection & Implementation
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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 most programs through trade journals and actual use. Our experienced
staff can help you choose and implement the system that best fits your needs.
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Business Succession
Planning
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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.
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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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Financial Planning
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A properly structured financial plan enables you to
face any financial challenge that may present itself at each stage of your life.
Through the financial planning process, we can help you assess your financial needs
and develop strategies that will enable you to achieve your goals and strengthen
your financial security.
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Retirement Planning
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Successful implementation and periodic review of your
financial plan will ensure financial independence during your working years and
through your retirement years.
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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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Pension & Profit
Sharing Plans
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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.
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Investment Review
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As you develop your investment strategy, we will act
as your sounding board. We can help you and your investment advisor build an investment
portfolio that takes into consideration the impact of taxes and produces a favorable
after-tax return.
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Debt & Financing
Services
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Debt management and the evaluation of financing options
are issues that an experienced professional deals with every day. Let us use our
experience to assist you in securing financing for your personal or business needs
or consolidating your current debt to a more manageable level.
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Business Entity Selection
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Choosing the form of entity of your business (e.g. "S"
corporation, sole proprietor, limited liability company…) is a crucial decision
that can have longstanding tax implications, positive or negative. We can assist
you in evaluating the pros and cons of each entity type to help you determine the
most advantageous form of business for your company.
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Employee Benefit
Plan Audit Services
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Our employee benefit plan audit services include:
- Pension, health and welfare, and 401(k) plans subject to the Employee Retirement
Income Security Act (ERISA) under the regulator authority of the U.S. Department
of Labor(DOL).
- Consulting services related to employee benefit plans
- Preparing IRS Form 5500 and summary annual reports
As auditors for over 25 ERISA plans and over 60 years of experience with 401K single-employer
and multi-employer plans, we bring a superior level of experience and knowledge
to your plan. We plan and execute our audits in a way that maximizes audit efficiency
and effectiveness and offers your plan administrator and human resources personnel
quality services.
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