Client Services
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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.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

(Click Service Title For Details)

Services

Industries

  • Construction Contracting
  • Manufacturing
  • Real Estate
  • Religious Organizations
  • Nonprofit Organizations
  • Family / Closely Held Organizations
  • Investment Advisory
  • Transportation
  • Professional Services
  • Services

Audit Services

We use a constructive approach in auditing. That is, as a result of acquiring an in-depth knowledge of our client's financial and administrative affairs, we often recommend improvements for a more efficient operation and improved accounting and administrative controls. Our philosophy and practice is to blend the technical, the practical and the business approach in each engagement. In short, we approach our work with more than just an auditor's opinion in mind.

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Reviews & Compilations

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 two levels of assurance:

  • Review - analytical procedures that provide limited assurance
  • Compilation - client information entered into a financial statement format
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General Accounting

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot 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) - utilizing Quickbooks
  • Accounting system setup for new businesses
  • Computerized after the fact payroll services
  • Business tax return preparation (Sales & Use Tax)
  • Personal financial statements
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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 requirements, and track cash-flow sources and uses.

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Financial Forecasts & Projections

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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Internal Control

An examination on effectiveness of an entity's internal control over financial reporting as of a point in time.

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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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Tax Planning Services

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall busines strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. We make a point of reviewing and discussing financial transactions that have a tax impact before the end of a client's accounting year, not after when it may be too late.

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Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare federal, state (including multi-state returns) and local returns for various types of entities including individuals, corporations, partnerships, limited liability companies (LLC's), trusts, estates, and not-for-profit organizations including C and S corporations with Q Subs.

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Agreed Upon Procedures

This service is very responsive to the user's needs when an audit, review or compilation is not requested. We perform the exact procedures that the client dictates and render a report thereon.

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Consulting Services

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:

  • Type of entity selection
  • Business valuations
  • Buying/selling a business
  • Financial & retirement decisions
  • Estate, trust & gift coordination with your legal counsel
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Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

  • Mergers & acquisitions
  • Asset protection
  • Cash flow forecasting
  • Employee benefit plans
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