Services
How we help you succeed
Who We Serve
The list of services below is a sampling of the work we perform and is not meant to be all inclusive. If there is a business matter or tax concern you would like assistance with, give us a call. We can break down the issue and create a solution that addresses the problem and eases your anxiety.
Maintaining a complete, up-to-date, and accurate set of financial records is essential because the information derived from the accounting system allows management to effectively run business operations on a daily basis. In addition, this information is utilized to plan for future manufacturing decisions, inventory purchases, and personnel needs. We provide a full-range of accounting services to meet your organization’s specific needs.
Bookkeeping – We can enter and maintain your business transactions on a monthly, quarterly, or annual basis. We can come to your place of business or residence to perform these services or we can maintain your accounting records on our system and provide financial reports to you at your request.
Set-up accounting systems – Are you starting a new business and need help setting up your accounting system? We have experience working with several different accounting software programs including QuickBooks, Peachtree, MAS90, Great Plains, and Blackbaud. We can build your chart of accounts and assist you in understanding how to utilize your accounting system.
Paying taxes goes hand-in-hand with being a successful businessman. Whether you are an individual or a business, we can help you minimize your tax liability by implementing strategies that take advantage of our knowledge and understanding of the Federal and State tax codes.
Tax return preparation – We prepare federal, state, and local tax forms for individuals and all types of businesses.
Tax planning – Eliminate surprises by keeping us informed throughout the year when significant events occur that could affect your business or personal tax situation.
Research and analyze complex tax issues – Are you considering a 1031 exchange and want to know if your transaction meets the requirements? Are you a nonprofit organization wondering if a new source of revenue is considered unrelated business income and therefore would be taxable to your organization? We can provide the answers to your tax related questions.
Many organizations are required to have an annual audit or review conducted on their financial information in order to satisfy a legal, third-party, or internal reporting requirement. We provide attestation services at all three levels of assurance and can help you meet your financial reporting needs.
Audit – The highest level of attestation service that provides an in-depth analysis of an organization’s financial results from a given time period.
Review – A service that relies primarily on analytical procedures and provides limited assurance on the financial results of an organization.
Compilation – The preparation of financial reports, generally used for internal reporting purposes, that rely primarily on information as provided by the client.
Our sustainability is built on the success experienced by our clients. Do you need a sounding board for a major business decision? We can assist you in identifying areas of concern that may negatively impact your business and then develop a cost-effective plan to keep you ahead of the competition.
Cash flow management – Particularly for the small business owner, staying on top of your organization’s current and future cash position is one of the most important things you can do to improve profitability and maintain growth. We can help you understand and plan for your business’ cash needs.
Cost analysis – Do you know which of your products and/or services is the most profitable? Do you know which is the least? Do you know what the market rate is for your products/services? We can prepare a cost analysis that will allow you to make strategic business decisions, such as changing the current product or service offerings, in order to improve profitability.
Forecasting and projections – If you don’t know where you are going, how can you get there? We can assist you in the preparation of forecasted sales, costs, and financial statement projections that will allow you to better plan for the future needs of your business.
The desperation and fear that builds during times of financial uncertainty can influence a person’s decision-making process. If a business does not have a well-established system of checks and balances, it will be extremely susceptible to acts of misconduct or fraud. We can develop a cost-effective system of controls for your business.
Internal control evaluations – We can review aspects of your business, such as the bill payment process, in order to develop recommendations that will improve the controls for the process.
Investigations – Do you believe that someone in your organization has perpetrated a fraud? We can investigate the matter, build a case file, conduct the interview, and prepare the case for prosecution or civil litigation.
Interim CFO/Controller – We can provide temporary financial services, on a contract basis, while your organization searches for, hires, and transitions to a new financial officer.
Assist in hiring a finance professional – Does your organization have the time or resources needed to find a suitable financial professional? We can perform the search based on criteria set-forth by your organization, conduct the interviews, and make a hiring recommendation.
Knowledge – We are not satisfied with knowing what we know. We satisfy our continuing education requirements in topics that are of interest to us and will benefit our clients. “If everyone is moving forward together, then success takes care of itself.” Henry Ford