Full-charge bookkeeping services are one of the many things our firm offers. These services include bank statement reconciliation, general journal and subsidiary ledger maintenance, and receivables and payables tracking and analysis. We also have a number of bookkeeping services specifically designed to benefit small businesses. These services mainly include financial reporting, accounts receivable and accounts payable, and cash management; however, we do offer additional services such as accounts receivable collections, consulting and business coaching, and specialized custom reports.
Compilation, Review, and Audit Services
Our firm is proud to offer professional compilation, review, and audit services. No matter what your business is, these services can help–we’ve worked with small and large businesses and a variety of different kinds of businesses, including retail, restaurant, and not for profit businesses. Whether you need limited-scope review testing, complete audit attestations, or your financial records compiled into GAAP-compliant statements, we have the necessary experience to help you.
Financial Forecast and Projections
If you’re interested in financial forecasting services (including pro forma projections), don’t hesitate to contact our firm–that’s another service we offer. We can make custom “What If?” planning scenarios for you, which will help your management be aware of possible changes in business, allowing them to make contingency plans.
Cash Flow & Budget Analysis
Are you interested in minimizing lost purchase discounts, uncollectable receivables, and cost overruns, contact our firm to find out about our cash flow and budget analyses, which many clients have discovered to be extremely helpful.
Tax planning can be a difficult, which is why our firm is proud to offer tax planning services. We constantly keep an eye on federal, state, and local tax law changes, so that we can accurately perform tax planning services and minimize your liabilities, both present and future. We can even use due-date tax compliance monitoring systems that are tailor-made to you, so you can avoid having to deal with costly interest and penalties that come from late filing. In addition to planning, you can contact our firm for our complete tax filing and preparation services.
IRS and State/Local Representation
Because we have an excellent understanding of tax laws, in addition to knowing how your tax return was prepared, our firm is pleased to offer complete representation services before not only the IRS, but local and state tax authorities, as well. If you need to negotiate an Offer in Compromise with the IRS, we’re experienced and can help you with that, as well.
We’re proud to offer complete payroll preparation and payroll tax reporting services. No matter what size your business is, or what state you operate in, we can help by preparing all federal and state returns–and we also offer electronic filing capability.
Our firm is pleased to offer forensic accounting services that we’ll tailor to your specific needs. We have consulted clients, providing business valuation services during matrimonial disputed and partnership dissolutions. When we do this, we’re excellent at finding any malfeasance or financial irregularities. In addition, we’ve worked for various counsels and the District Attorney, helping investigate white collar crime and fraud.
Accounting Software Selection & Implementation
When you’re looking for the accounting software that’s right for you, our firm can help. Our staff members specialize in computer software such as MAS90, QuickBooks PRO, MYOB, Peachtree, and Microsoft Dynamics, and they have knowledge of many other programs, as well. Our staff can help you choose which software is best for the purposes for which you intend to use it, and they can also help you implement these programs. They’ve done extensive research before selecting software, so you can call and use their expertise to help you with your choice.
Custom Financial Application Design and Web Development
If you’re interested in creating custom financial applications, you can contact our firm, as we have excellent resources in many applicable areas, including Microsoft .NET and Java (this also allows us to leverage QuickBooks). We even offer complete web design and development solutions.
Business Succession Planning
Have you been wondering how your business will function when you’re no longer there? We’re experts in business succession planning, so we can help you plot out a plan of action for business succession. With our firm on the job, you can be sure that the transition of your business will be smooth, making things easy for you, your heirs, and your business associates.
Our firm is proud to offer quick, efficient, and affordable business valuation services. Our firm has issued well-regarded expert opinions on business value for over one hundred businesses and business interests within the past ten years as part of our litigation support.