Services
What We Offer
We provide an extensive range of services to help clients secure a sound budgetary future. In addition to the core services listed below, we can revise services to assist our clients in a wide assortment of businesses. Bellow are some of the standard services we provide
Small Business Accounting Services
We understand that most independent ventures cannot bear the cost of a full-time bookkeeper but rather still need the know-how on occasion.
Our bookkeeping services include Monthly Operating Statements, Bank Reconciliations, Payroll, Audit Trails, Balance SHeet, Financial Graphs and Budgets.
- Monthly Operating Statements
Compiled financial statements are prepared by a CPA using management-provided data, including income statements, balance sheets, and cash flow statements, without the CPA providing assurances on their accuracy.
- Bank Reconciliations
We confirm your bank balance each month and inform you of any bank charges, bank errors, or arithmetic mistakes so you know exactly how much money is accessible for spending.
- Financial Graphs
They help you understand, at a glance, financial data such as monthly sales trends, expenses, profits, and so on.
- Budgets
We can help you draw up a plan of action for the year. Throughout the year we can track the progress you’re making toward your goals.
- Payroll Registers
- Audit Trail
A record of transactions is printed out for you if there should be an occurrence of an audit. The format is organized so you can utilize it to comprehend in further detail how the dollars meet up on your operating statement.
- Balance Sheet
Shows cash balances, accounts receivable, taxes owed, and so forth. This is especially valuable to your banker when he is attempting to settle on a choice about a loan.
Proactive Tax Planning
The best time to spare cash on your expenses is four to sixteen months before they are expected, and this requires master planning. We give one-on-one pro-active insight to meet your one of a kind individual and business needs. The typical client benefits the most from expert tax advice in: Year-end strategic planning to help minimize your tax liability; Effective and timely structuring of your personal and business transactions; Executive compensation planning; Money-saving self-employment and payroll strategies; Successful retirement and estate planning.
Business Formation
Including start-up, expansion, and sale of a business, numerous imperative choices and money related responsibilites are included in beginning another business or closing an old one. The tax consequences can be dramatic without attentive thought and planning.
IRS Audit Representation
As an esteemed client we will be accessible to you in handling the IRS and other taxing authorities. We will represent you and assist you in preparing for audits and appeals conferences. We also provide experienced counseling on technical tax issues, penalty assessments, and negotiations to resolve payment of tax deficiencies.
Financial Planning For Business Owners
As personal financial planning advisors, we help entrepreneurs make the right financial planning decisions by analyzing their overall financial and tax situations, helping them devise estate plans and plans for retirement, and assisting them in risk management, insurance planning, and developing investment philosophy, in addition to other things.
Not-For-Profit Organizations
The firm has considerable experience in the area of Not-For-Profit organizations including filing for exempt status, meeting Federal reporting guidelines, developing and implementing fund accounting systems, and creation and use of budgets.
Business Planning
Establishing short-term and long-term goals and effective methods of achieving them is essential to successful business management. Our Firm can help you in building up a comprehensive strategy for success that will help you distinguish and accomplish your objectives.
Consulting Services
Our most fundamental objective is to help you and your organization in increasing after-tax profitability. The close working relationship we share with our clients gives us a better understanding of their overall financial goals. We offer a wide array of valuable consulting services including: cash management, risk management (insurance), financing, business valuation, compensation and benefit plans, health care, compliance with government regulations, and litigation support.
Banking Relationships
Our Firm can provide valuable assistance in establishing, maintaining or expanding current banking relationships. We help you to professionally organize and prepare your vital banking proposal.
Reviewed or Audited Financial Statements
Litigation Support
We provide expert, objective analysis and assistance to clients involved in business and civil litigation.
Research Services
To address the issues of clients and business partners for timely business information, we supply an assortment of customized research services. Business analyses, industry forecasts, company profiles are examples of just some the information resources available.
Take Control of Your Financial Future
We offer a comprehensive range of services designed to help you build a secure and sustainable budgetary future. Beyond our core offerings, we can tailor our expertise to meet the unique needs of your business. Explore some of the standard services we provide and discover how we can support your success.
