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. As the hub of the "financial wheel" we are faced with every facet of your financial picture. In the areas that fall outside of our expertise, we can offer you general guidance and refer you to professionals in each specific area that can attend to the detailed needs you require. 
 

Auditing Services

Our staff has a strong financial and accounting background in auditing and corporate finance needed to assist and guide businesses on the right path. An audit is one way of ensuring overall business success.  Having our company conduct your audit will provide your business with a detailed check to pinpoint any potential problems and implement strategies to improve your bottom line.

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 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) 
* Accounting system setup for new businesses 
* Computerized payroll services 
* Business tax return preparation (Sales & Use/Business Property) 
* Personal financial statements 
* Litigation support 
 
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. Our goal is to work with you to understand these reports and use them as a tool to manage your business. Likewise, presentation of these reports to investors, banks, and creditors is an integral part of growing your company. We provide financial reporting on two levels of assurance: 
* Review - some analytical procedures conducted with limited assurance 
* Compilation - based upon client information provided and used primarily for internal use. 

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. Whether you have an in-house staff of accountants or send your records to us on a monthly basis, we are here to insure the integrity of your record keeping process so that it is not only accurate, but being handled in the most efficient and effective manner.

Forensic Accounting 
We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices. We work well with attorneys as expert witnesses providing both clear and easily understandable reports and oral testimony. 

Financial Statements 
We can assist you in the preparation of your financial statements in accordance with professional standards. These financial statements are presented in a nationally standardized format that all financial institutions understand. The financial statements produced is a useful tool for management for making financial decisions if one is able to decipher the key points that a financial statement can bear on the financial status of your company. Our goal is to help you to identify these key points and to become literate in the mechanics of the financial analysis of your company's operations. 

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. We have extensive experience in preparing investor prospectus, applications for expansion capital, proposals for bank loans and other scenarios requiring the ability to prepare forecasts with an insightful mind for sound business judgment. 

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. Planning ahead and anticipating cash shortfalls and finding solutions before the problems arise is part of effective cash flow management. 

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 liabilities. 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 
- Partnerships 
- LLCs/LLPs 
- Estates, trusts & gift 
- Not-for-profit organizations 
* Taxing authority representation 
* Divorce and support issues 
* Tax effects of buying/selling a business 

Tax Planning & Preparation 
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. It is what you do before the end of the year that makes the most difference in your tax filings. 
 
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.
 
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. 
 
Business Consulting 
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. 
 
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. 
 
Notary Service
We understand. We all have the need of a notary service at some point in our life. Whether it's a real estate closing on your first home or refinance, we can help. Wills, child custody agreements and other court documents occasionally demand the attention of a qualified notary.