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Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description of each service.
Our firm has experience providing these services to many diverse industries. The industries that we specialize in include, but are not limited to, the following:
-Auto Industry
-Construction Industry
-Legal Practices
-Manufacturing Industry
-Medical Practices
-Real Estate
-Restaurant Services
-Small Businesses
Business Development Services
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitabilty and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for managment, 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:
-Business profitability and growth
-Buying/selling a business
-Entity type selection
-Financial & retirement decisions
Accounting Services
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 operation will run more efficiently on a dailiy basis. Our firm provides a full range of cost effective accounting services including the following:
-Bank reconciliations
-Bookkeeping (Monthly/Quarterly/Annual)
-General ledger
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency.
Cash Flow & Budgeting Analysis
A business can be profitable and still run into trouble due to cash flow issues. We can forcast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses, to help ensure your success.
Tax Services
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 liabilites. 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
-Patnerships & LLC's
-Estates, trusts & gift
-Not-for-profit organizations
-Tax planning
IRS Representation
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.
Payroll Services
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.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Computer Consulting
Whether you are contemplating the addition of new computer software or hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business' computer systems. We can assist with accounting system setup, hardware and software selection and Quickbooks training.
Financial Planning
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 secuirty during your working years and through your retirement years.
Retirement Planning
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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