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.

Accounting and Bookkeeping Services

Our skilled staff accountants are ready to review your internal books and help keep you organized. We leverage current technology to quickly, easily and accurately enter your daily transactions to provide you with accurate and timely data. Our accounting and bookkeeping services can include, but are not limited to: transaction and related data entry; performing bank reconciliations; analyzing outstanding checks/deposits; recording monthly adjusting entries; establishing processes to ensure consistency; analyzing and reconciling specific accounts; and generating reports.

CFO / Controller Outsourcing

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 experienced staff can assist you with day-to-day assistance to provide for an efficient and accounting financial reporting process.

Financial Statement Preparation

We can assist you in the preparation of your financial statements in accordance with professional standards, but 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 for making financial decisions.

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.

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.

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 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.

Forensic Accounting and Litigation Support

We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions and litigation, as well as fraud and theft investigations. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

Asset Protection

Asset protection, or wealth preservation, plan makes the enforcement of judgments against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships, or offshore trusts.

Bankruptcy

Filing for bankruptcy is a serious and involved process with many legal and tax issues. Our firm is familiar with the complexities of the bankruptcy filing system and can competently guide you through the process.

Business Calculations for Estate & Gift Tax

As part of your estate planning process, we can provide an independent valuation of your gift and estate assets in order for you to make appropriate decisions and provisions to decrease the amount of taxes.

Please feel free to inquire about a service if you do not see it listed above.

If it is a service that we do not provide, we would be more than happy to refer you to a qualified professional.