Accounting and Audit Services

• General Ledger and Financial Statement Preparation
• Personal Financial Statement Generation
• Audit, Review and Compilation
• New Business Accounting System Setup
• Business Tax Return Preparation

Bookkeeping/Write-Up Services

• Bookkeeping (Monthly/Annual)
• Financial Statement Generation
• Cash Receipt and Disbursement Recording
• Bank Statement Reconciliation
• Employee Earnings Records Posting
• Payroll Tax Deposit and Return Calculation
• Year-end General Ledger Adjustment
• Accounting System Consultation

 Outsourced Financial Services

• Controller, CFO
• Budget Creation
• Cash Management
• Capital Acquisition
• Investment Decisions

Tax Preparation and Planning Services

• Federal, State and Local Tax Returns
• Federal, State and Local Tax Planning
• Assistance With IRS, State and Local Tax Return Examinations
• Tax Research, Planning and Consultation Regarding
• Retirement
• Business Transactions
• Estate Taxes

Business Development Services

• Strategic Plan Generation and Execution
• Process Analysis and System Design
• Team Training
• Customer Service Strategy Creation

Financial Planning Services

• Compliance Services
• Management Accounting Services
• Management Advisory Services

Strategic Planning Services

• Identifying Opportunities for Maximum Efficiency
• Business Plans and Financing Proposals
• Financial Projections, Budgeting and Cash Flows
• Management Advisory Services
• Business Valuations

Wealth Preservation Services

• Net Worth Analysis
• Investment Reviews
• Gift and Estate Tax Preparation
• Family Gifting
• Retirement Planning
• Family Business Succession Planning

Merger and Acquisition Services

• Development of Acquisition Criteria
• Evaluating and Valuing the Target Company
• Providing Intermediary and Due Diligence Assistance
• Structuring and Negotiating the Transaction
• Financing Source Location

Litigation Support Services

• Pretrial Information Gathering
• Lost Profits, Value, Revenue and Increased Costs Evaluation
• What-if Financial Analysis
• Operation Revenues/Losses Projection
• Historical Financial Statement Development
• Deposition, Trial Examination and Cross-Examination Assistance
• Factual Case Testimony
• Expert Testimony

We are dedicated to maintaining and enhancing our “trademark” services.  However, the greatest service we can offer is to be your advisor, not just today but also in planning for the future.  You can count on our professionals to look beyond the numbers and see the opportunity, challenges and solutions that lie ahead.