| Accounting Services |
| Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. This information is critical to help a business owner or manager operate their company profitably. Our firm provides a full range of cost effective accounting services including the following:
*Accounting system setup for a new business
*General bookkeeping accounting
*Financial statement preparation
*Computerized payroll services
*Personal financial statements |
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| Bookkeeping/Write-Up |
| 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. We specialize in supporting the QuickBooks accounting programs. |
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| CFO Partners Program |
| Effectively acting as an "on-call" Chief Financial Officer for a small business, this program is an inclusive package of bookkeeping/accounting, tax, financial, and business support services, offered at a very reasonable fixed price. Convenient and flexible installment terms are provided. |
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| Certified QuickBooks Advisor |
| We provide installation setup at your location, troubleshooting and support for QuickBooks accounting programs as well as telephone support. |
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| 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 present and future tax liabilities. We furnish 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 return preparation - federal & states
*Tax planning - business & personal
*Estate & trust return preparation
*Representation with taxing authorities |
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| 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. We have two federally authorized Enrolled Agents who have been admitted to practice and represent taxpayers before the IRS. |
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| Senior Finance & Eldercare Services |
| Security and comfort in later life depends upon the financial capability to support the life style you have earned, and on making provisions for such contingencies as costly medical care, unexpected expenses and the sudden financial effects of a death. It sometimes also means having reliable help to maintain routine bill paying and financial affairs. We offer services and resources to help. |
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| Notary Public |
| An on-site notary for all your documents requiring such verification service. |
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| Employee Benefit Plans |
| The accounting and tax issues involved with employer-provided benefit plans can be overwhelming, even if you are self-employed or have just a few employees. We can assist with the development, implementation and administration of your employee benefit plan. |
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| Bankruptcies |
| Filing for bankruptcy is a serious and involved process with many legal and tax issues. Our firm is familiar with the complexities of bankruptcy filing and can competently help you and your attorney with the tax procedures. |
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| Financial Statements |
| We can assist you in the preparation of your financial statements in accordance with professional standards for both management-use-only and outside parties. These are compilations based on client provided information and consequently we 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 in making financial decisions and for securing needed financing. |
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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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| 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. |
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| 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. |
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| 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. |
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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 are just a few of the areas in which we provide consulting services:
*Accounting software selection and implementation. QuickBooks support services.
*Business valuations
*Buying/selling a business
*Financial control procedures
*Business plans
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| Business Valuations |
| Whether you are thinking of buying a new business, selling your existing business, or are in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest. |
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| Computer Consulting |
| Whether you are contemplating the addition of new computer hardware or overhauling your network, our affiliated computer systems technicians can assist you with many of the difficult decisions that must be made when designing your business' computer systems. |
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| Estate Planning |
| 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 |
| 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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| Pension & Profit Sharing Plans |
| Qualified retirement plans for small businesses such as SEPs, SIMPLE IRA's and Keogh plans 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 |
| A well designed strategy for balancing asset types to preserve value and to cautiously facilitate reasonable growth is essential for financial security. This is the focus of the asset allocation planning and review we offer. |
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| Business Entity Selection |
| 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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