ACCOUNTING SERVICES

Meaningful, well-organized financial records ensure that your business operations will run efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

• Bookkeeping (Monthly/Quarterly/Annual)
• General ledger maintenance
• Financial statement preparation
• Accounting system setup for new businesses
• Accounting system analysis for existing businesses
• Budgeting, forecasting and financial reporting

ASSURANCE SERVICES

We provide a full range of assurance services including Audit, Review, Compilation and Agreed-Upon-Procedures:

• Audit – an intensive examination with the highest level of assurance
• Review – inquiry and analytical procedures conducted with limited assurance
• Compilation – based upon financial information provided by the client and used primarily for internal purposes
• Agreed-Upon-Procedures – specific agreed upon procedures designed to test management’s assertions

CFO CONTRACT SERVICES

We have extensive experience performing in the role of Contract CFO or Contract Controller for organizations that need the highest levels of financial and accounting expertise. Our consultants have many years of experience assisting businesses with complex financial, accounting and business process needs. This includes the design of financial reporting systems and related controls to provide management with relevant, accurate and timely financial information.

IRS AND STATE TAX REPRESENTATION

We have many years of experience in representing clients before the Internal Revenue Service and state taxing authorities with respect to examination of tax returns, notices, etc.

SOX COMPLIANCE

We specialize in assisting management with the design, documentation, and testing of internal controls over financial reporting as required by Section 404 of the Sarbanes-Oxley Act of 2002. We have been performing this service since the initial requirements were enacted. Our process incorporates an in-depth understanding of the COSO 2013 framework. We provide the expertise and resources necessary to assist in the preparation of written process narratives, control matrices, and related flowcharts. We also provide assistance with internal testing of controls including all planning, risk assessment, sample design, evidence gathering, and reporting results to management and the Board of Directors.

TAX COMPLIANCE FOR BUSINESSES, INDIVIDUALS AND ESTATES

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 and return preparation for:

• Individuals
• Corporations
• Partnerships
• LLCs and LLPs
• Estates and trusts
• Non-profit organizations

TAX CONSULTING AND PLANNING

We take a proactive approach to tax services. By keeping current on tax laws and new legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. Whether you are an individual or a multi-tiered entity, our experienced professionals can develop tax strategies that put the client in the best tax situation possible.