has the resources, experience, and depth of knowledge to offer
the following services to both individuals and businesses. We
can deliver the services you need in a professional, fast, and
Our Firm offers a complete range of accounting services,
including receivables, payables, and payroll management. We
prepare financial statements for use by management, banks,
investors, and other third parties.
Review, and Audit Services
Our firm provides professional compilation, review, and audit
services to businesses of all sizes. We can quickly compile
your financial records into meaningful GAAP-compliant financial
statements, offer limited-scope review testing, and can deliver
complete audit attestation.
Our firm provides full-charge bookkeeping services, including
general journal and subsidiary ledger maintenance, bank
statement reconciliation, and receivables and payables tracking
Our firm offers tailor-made forensic accounting services as
well as expert testimony. We are often consulted during
matrimonial disputes and partnership dissolutions to provide
business valuation services and uncover malfeasance and
Our firm prepares professional, GAAP, tax basis, or cash basis financial
statements as well as tailor-made financial analyses that can
help business owners and managers eliminate inefficiency and
realize a businesss full profit potential.
Forecast and Projections
Our firm provides complete financial and business forecasting
services, including proforma projections. We will also
customize - What If - planning scenarios to help management
foresee and plan for unexpected business
& Budgeting Analysis
Our firm offers cash flow and budgeting analyses that
can help you minimize cost overruns, lost purchase discounts,
and uncollectable receivables. Many of our clients state that
these value-added services are indispensable.
Our firm offers a full range of tax planning and compliance
services. We will work with you year-round if necessary in
order to minimize your total tax burden.
Our firm continuously monitors federal, state, and local tax
law changes to allow its clients to minimize current and future
tax liabilities. If necessary, we can implement tailor-made
due-date tax compliance monitoring systems to prevent costly
interest and penalty assessments attributable to late filing.
Our firm offers professional preparation of all federal, state,
and local tax returns at competitive, affordable
Our firm knows the tax laws, and we know how your tax return
was prepared. We can provide complete representation services
before the IRS as well as state and local taxing authorities.
We are also experienced in negotiating Offers in Compromise
with the IRS.
Our firm offers complete payroll preparation and payroll tax
reporting services. We prepare all federal and state returns
and offer full magnetic media and electronic filing
Our firm prepares all sales tax filings and offers full sales
tax audit representation.
Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state
estate, gift, and trust tax returns.
We are available to consult on a variety of financially related
projects. If you need professional scrutiny in preparing
operating budgets and analyzing current financial information,
we can help. We are able to assess, design and implement
accounting controls and systems. We provide professional
litigation support to the legal profession. We are also
particularly qualified to provide financial support in due
diligence procedures for proposed mergers and acquisitions.
Software Selection & Implementation
We have knowledge of a variety of accounting software packages
and can help you choose the one that is right for your
Stop wondering if and how your business will continue without
you there. As experts in business succession planning, our firm
can suggest many courses of action to provide assurance that
your business will enjoy a smooth continuance and that your
heirs and business associates will be well
Prevention & Detection
Nobody likes to think about being robbed by an employee, but it
can happen. Our firm has the knowledge to protect your assets
from employee theft and can implement and systems to detect and
deter fraudulent activity.
Our firm offers estate planning services so you can minimize
both federal and state estate tax liabilities. We will endeavor
to protect your heirs from the unneeded emotional devastation
that can be caused by estate tax levies.
As part of our special commitment to providing you with needed
information, our comprehensive personal financial planning
service is designed to help you define and reach your financial
goals, while reducing the impact of inflation and taxes on your
assets and cash flow. These services are intended to produce
tangible economic benefits through: increased investment
earnings, an improved mix and utilization of assets, tax
savings and deferral, lessened risk exposure, and enhanced
money management techniques. Our complete services for
comprehensive personal financial planning include the
We review and analyze financial information furnished to us in
order to evaluate your current financial circumstances. Our
analysis includes current investments, retirement planning,
insurance coverage, estate dispositions, fringe benefits, and
Based on our review, we prepare, in writing, an analysis of
your current financial situation along with specific
preliminary recommendations that address any existing or
potential financial problems noted during the review.
Procedural techniques and general investment strategies are
recommended in accordance with your individual circumstances.
Where appropriate, we include financial illustrations and
projections for greater understanding of the potential outcome
of financial alternatives. We meet with you to present a
preliminary draft copy and discuss our analysis, so that you
will have the opportunity to concur
It is never too early to start planning for retirement. If you
want to live the same lifestyle--or an even better one--than
you do now, you need to start planning for retirement...NOW. We
can analyze your projected income and expenses and suggest
investment funding techniques to help you make sure that your
golden years 10, 20, and even 50 years from now live up to your
Our firm offers complete management advisory services,
including systems implementation and management, cost controls,
employee benefit plan restructuring, and much more.
Our firm will perform a custom portfolio analysis and review
the risks and returns of specific investments including stocks,
bonds, REITs, and limited partnerships. We will also determine
an optimal asset allocation for you by taking your unique
personal and financial goals and resources into
We offer complete debt and financial counseling services,
including installment debt consolidation, refinancing, and
Our firm are experienced Mergers and Acquisitions counselors
that can help you perform all requisite financial analysis and
due diligence. We will help guide you through alternative
financing, financial disclosure, non-compete agreements and a
myriad of other M & A considerations.
Our firm offers expert witness testimony in the areas of
business valuation, accounting malpractice and other matters
requiring forensic accounting expertise.
We can provide a full range of assistance for you and your
Financial Officer Services
An important aspect of our services is providing part-time or
interim chief financial officer services to small, but growing,
businesses that do not need someone full-time or cannot afford
We provide this service by bringing a level of financial
expertise previously not a part of the management team and
thereby allowing other senior management to focus on what they
may do best. Often, accounting and financial personnel are
already on staff, but need serious experienced management.
Typical accomplishments vary by company size. They include
assessing, designing, implementing, and managing the necessary
internal controls and procedures that result in accurate
financial information. Closely aligned to the control
implementation is the installation of the appropriate level of
accounting systems that result in your financial personnel
accurately recording transactions on a timely basis. Providing
management oversight to the internal and external financial
reporting and interaction with other professional advisors to
the company - auditors and attorneys, as well as, investors and
lenders, and outside analysts brings a new level of confidence
that the financial aspects of the business are under control.
We typically are also involved in strategic financial
management through budget, projections and business plan
preparation. We help manage the capital formation and raising
which allows other management to focus on operations, thus
broadening the skills