Our Financial and Business Services

We offer more than just crunched numbers. We can be your primary resource for:

Tax Planning & Compliance Services

We work with our clients to prepare all forms in compliance with Federal, State and Local tax laws. However, we believe it is equally important to apply creative programs to legally reduce the existing tax burden. We prefer to take a proactive vs. a reactive approach to tax services. While other firms perform tax planning on a transactional basis, we actively seek to offer planning opportunities to our clients through constantly evaluating their current situation. In addition, when needed we can assist with choice of entity, the structuring of transactions and IRS representation.

Tax Preparation for the Individual

For those individuals who prepare their own tax returns, we offer fast, reliable and safe online filing!

Read more about our online tax filing service.

Accounting & Bookkeeping

Our main service in this area is the preparation of Financial Statements. Whether the financial statement is a Review or Compilation, it is relied on by many within and outside the company to make important decisions. Our team is trained to look for areas which may be improved and to give suggestions while performing procedures. Meaningful, well-organized financial records ensure that your business operations will run more efficiently and are the foundation of a successful business. Our qualified team can assist you with the day-to-day task associated with bookkeeping. We can also help you with:

Business Valuation

Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

Cash Flow & Budgeting Analysis

A successful business can be profitable and still run into trouble due to cash flow problems. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Estate Planning

Business 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 sound feedback and advice for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is an example of how we have helped clients in the past:

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. We are unique in that we offer business owners the Peace of Mind of having better financial control once they really understand the financial side of their business with the help of our consulting services. Some of the major obstacles to being successful are a lack of understanding:

We take you through a financial inventory, create a financial plan, work the plan, and review the progress. You have a competitive edge with more financial control and the freedom of knowing your numbers rather than relying totally on your accountant or bookkeeper.

Personal Finance Advice

We understand that your personal finances are integrally linked to your business finances. We view the two holistically and offer advice on both fronts. While serving your small business needs, we consider retirement planning and estate planning that will ultimately leave you in a stronger financial position.

QuickBooks Training

Technology Know-How

Computing technology has dramatically improved small business capabilities as powerful business software is no longer only for large corporations. The Internet provides a level of access to knowledge, customers and suppliers barely dreamed of even ten years ago. We are proficient in applying and the fantastic and inexpensive information solutions that turn business data into strategic intelligence. We are very familiar with the small business management software packages from leading vendors like Intuit, Microsoft Office, Peachtree and MYOB.

Networking

While our strength is the language of business, we work with a strong alliance of individuals and businesses. We use our resource to help you better your financial position, whether through an introduction to the right banker for a loan or an attorney to prepare documents and filings.

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