We offer comprehensive bookkeeping service, which includes general journal and subsidiary ledger maintenance, receivables and payables tracking and analysis, and bank statement reconciliation. For small businesses, we offer bookkeeping services that include:
- Accounts Payable
- Accounts Receivable
- Cash Management
- Financial Reporting
- Services including accounts receivable collections, specialized custom reports, consulting, and business coaching
Compilation, Review, and Audit Services
We’re proud to offer professional compilation, review, and audit services for businesses of any size. We provide quick compilation of your financial records into meaningful GAAP-compliant financial statements, offer review testing at a limited scope, and provide total audit attestation. We have experience performing audit services for a variety of businesses, restaurants, non-profits, and retail.
Financial Forecast and Projections
Our complete financial business forecasting services include pro forma projections and customized What If planning scenarios to assist management in preparing for unexpected business and contingencies.
Cash Flow & Budget Analysis
Our firm helps you reduce cost overruns, lost purchase discounts, and uncollectable receivables with our expert cash flow and budgeting analyses. Our clients frequently claim the indispensability of these value adding services.
Our firm keeps a close eye on changing federal, state, and local tax law to assist our clients in minimizing future and current tax liabilities. We can also initiate tax compliance monitoring systems to help businesses avoid interest and late filing penalty assessment. We offer comprehensive tax prep and filing services.
IRS and State/Local Representation
We have critical knowledge of tax law at every level as well as insight on how your tax return was prepared. Our firm provides total representation before the IRS, state, and local taxation authorities and we have key experience negotiating Offers in Compromise with the IRS.
We provide comprehensive payroll preparation as well as payroll tax reporting for small and large businesses for any state. We offer electronic filing and prepare all state and federal returns. With our depth of knowledge, resources, and experience, we deliver the services you need in a fast, professional, and cost-efficient manner.
We offer custom forensic accounting services and expert testimony– our firm has consulted our clients during partnership dissolutions and matrimonial disputes to uncover malfeasance and financial irregularities, as well as offering business valuation services. Our firm has consulted with a variety of counsels and the District Attorney in complex fraud and white collar crime investigations.
Accounting Software Selection & Implementation
Our staff members are prepared to assist you in selecting appropriate accounting software and aid in effective implementation. Our firm specializes in MAS90, Microsoft Dynamics, MYOB, Peachtree, and Quickbooks PRO for customer relationship management (CRM) and enterprise resource planning (ERP) and have in depth knowledge with other programs. We utilize extensive research prior to selecting the software we use in-house and client recommendations.
Custom Financial Application Design and Web Development
Our firm has critical resources in Microsoft .NET and Java, which allows us to create custom financial applications. We offer total web design and development solutions to fulfill customer needs.
Business Succession Planning
If you’re wondering how your business will continue without you there, we can suggest courses of action to assure you that your business will continue smoothly and your heirs and associates are protected.
We provide economical business valuation effectively. In the last ten years, we have issued expert opinions on business value in over 100 business interests.