SERVICES

Accounting Services

Accounting Services

At our firm, we are committed to providing our clients with timely and accurate financial information, a standard we believe is essential for effective business operations. Well-organized, meaningful financial records are crucial for improving efficiency and enabling informed decision-making on a daily basis. We offer a comprehensive range of cost-effective accounting services to meet the diverse needs of our clients, including:

Ø  General ledger and financial statement preparation

Ø  Bookkeeping (monthly, quarterly, and annual)

Ø  Accounting system setup for new businesses

Ø  Computerized payroll services

Ø  Business tax return preparation (Sales & Use, Business Property)

Ø  Personal financial statements

Ø  Litigation support

Additionally, we understand that selecting the right business partner is critical for success. Our firm provides expert guidance throughout the merger and acquisition process, assessing key factors such as tax considerations, product/service compatibility, competitive positioning, financial impact, and cash flow to ensure that your business decisions align with your long-term goals.

Bookkeeping/Quickbooks Advisors

Meaningful, well-organized financial records are the foundation of a successful business, ensuring that your operations run efficiently on a daily basis. Our qualified team is here to assist you with the day-to-day tasks of bookkeeping, providing you with the support needed to maintain accurate and up-to-date financial records. As a Certified QuickBooks Pro Advisor®, we specialize in QuickBooks® setup, training, and reporting, helping you maximize the potential of your accounting system. Our services include:

Ø  QuickBooks® Setup for new businesses or transitioning systems

Ø  Personalized QuickBooks® Training to help you and your team manage your finances effectively

Ø  Detailed QuickBooks® Reporting to provide insights into your business's financial health

Ø  Ongoing bookkeeping support to ensure accurate and timely financial recordkeeping

Let us help you streamline your financial processes, so you can focus on what matters most – growing your business.

Financial Statements

We specialize in assisting you with the preparation of your financial statements in compliance with professional standards, including Generally Accepted Accounting Principles (GAAP), AICPA guidelines, and other relevant accountancy standards. While we provide these services without expressing an opinion or any form of assurance on the underlying information, the financial statements produced can serve as a valuable tool for management in making informed financial decisions. Our services include:

Ø  Preparation of financial statements in accordance with GAAP, AICPA, and accountancy standards

Ø  No opinion or assurance on the accuracy of the underlying information

Ø  Useful financial tools to support management in decision-making and strategic planning

Ø  Ensuring compliance with regulatory standards for transparency and consistency

Let us help you ensure your financial statements are accurate, reliable, and structured for optimal decision-making.

Consulting Services

Accounting Software Selection & Implementation

With the increasing number of computerized accounting software packages available for small businesses and individuals, choosing the right system can be a challenging task. As accounting professionals, we stay informed about the latest software options through trade journals and hands-on experience. Our experienced team is well-versed in a wide range of accounting programs and can guide you in selecting and implementing the solution that best suits your specific needs. Whether you're looking for a user-friendly system or one with advanced features, we are here to ensure that your accounting software enhances your efficiency and supports your financial goals.

Business Consulting Services

At our firm, we measure our success by the personal and business achievements of our clients. We work closely with you to identify areas that may be hindering profitability and growth, and develop practical, technically sound solutions to address these challenges. In addition to acting as a trusted sounding board for management, we provide comprehensive, flexible strategies tailored to your specific needs. Below are some of the key areas in which we offer consulting services:

Ø  Accounting software selection and implementation

Ø  Entity structure and type selection

Ø  Business valuations

Ø  Guidance on buying or selling a business

Ø  Computer systems optimization

Ø  Financial and retirement planning

Ø  Estate, trust, and gift planning

Our goal is to support you in navigating complex decisions, ensuring your business remains on a path toward long-term success and sustainability.

Retirement Planning

Successful implementation and regular review of your financial plan are key to achieving financial independence both during your working years and throughout retirement. By carefully assessing your current financial situation and future goals, we help you develop a tailored strategy that ensures long-term stability and growth. Our firm is dedicated to guiding you through the process, providing ongoing support to adjust your plan as needed, and helping you navigate any changes in your financial landscape. With a well-structured financial plan in place, you can feel confident in your ability to meet your financial goals and secure a comfortable future.

Tax Services

Franchise & Composite Tax Services

We provide expert support with franchise tax and composite filings, ensuring your business remains fully compliant with state tax regulations. Our firm streamlines the entire filing process, helping you avoid potential penalties while maintaining an organized and efficient tax reporting system across multiple states and localities. With our guidance, you can focus on growing your business, confident that your tax filings are timely, accurate, and in line with all applicable laws. Let us help you navigate the complexities of state tax requirements, ensuring a smooth and stress-free tax experience.

IRS Representation

With years of experience working with various taxing authorities, our firm has developed a high level of expertise in representing clients before federal and state tax agencies. We understand the complexities of tax regulations and are committed to providing effective, reliable representation. Our in-depth knowledge and proven track record ensure that our clients' interests are well-protected and that any interactions with tax authorities are handled with the utmost professionalism and efficiency. You can trust us to navigate the complexities of tax matters on your behalf, giving you peace of mind and confidence in our services.

Payroll Services

As your business grows and expands its workforce, managing payroll can become increasingly complex. At our firm, we specialize in helping businesses implement the necessary controls to maintain a reliable, efficient, and effective payroll system. We assist in developing tailored payroll solutions that streamline operations and ensure compliance with all relevant regulations. Our services also include the timely preparation and filing of all required payroll tax returns, allowing you to focus on running your business with peace of mind, knowing that your payroll is in expert hands.

Sales Tax Services

Many of our clients are required to collect and submit sales taxes across multiple jurisdictions, which can be complex and time-consuming. Our firm is here to assist your business with the compilation of necessary information and the preparation of accurate sales tax returns in a timely and efficient manner.

Tax Planning & Preparation Services

At our firm, we adopt a proactive approach to tax services, focusing on anticipating your needs rather than reacting to them. By staying up-to-date with the latest tax laws and legislation, we are equipped to identify key tax planning opportunities that can minimize both your current and future tax liabilities. Our goal is to provide individuals and businesses with expert taxation guidance and support year-round. Our comprehensive tax services include, but are not limited to:

Ø  Tax planning and return preparation for individuals, corporations, partnerships, LLCs/LLPs, estates, trusts, gifts, and not-for-profit organizations

Ø  Tax authority representation

Ø  Assistance with divorce and support-related tax matters

Ø  Tax implications of buying or selling a business

Effective estate and gift planning is crucial for ensuring the orderly transfer of assets to beneficiaries, providing financial security for surviving spouses, and potentially reducing or eliminating taxes on asset transfers. For business owners, we offer valuable guidance on business continuity and succession planning, helping to ensure a smooth transition of ownership. Our team is dedicated to assisting you in navigating these complex processes, ensuring that your financial affairs are in order and aligned with your long-term goals.