| Our firm offers a wide range of services to our individual and business clients. We focus on providing our clients with personalized, quality service. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional. |
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| Accounting Services |
| Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following: *General ledger & financial statement preparation *Bookkeeping (Monthly/Quarterly/Annual) *Accounting system setup for new businesses *Computerized payroll services *Business tax return preparation (Sales & Use/Business Property) *Personal financial statements *Litigation support |
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| Accounting Software Selection & Implementation |
| With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs. |
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| Audits, Reviews and Compilations |
| Our assurance services are designed to go beyond basic financial statements and add value to your business. We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance: *Audit- an intensive examination with the highest level of assurance *Review - some analytical procedures conducted with limited assurance *Compilation - based upon client information provided and used primarily for internal use. |
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| Bookkeeping/Write-Up |
| Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. |
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| 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 sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. |
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| Business Entity Selection |
| Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. |
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| Business Succession Planning |
| Family businesses make up 80% of all U.S. businesses. However, 70% of family companies do not survive their founder. Only 9% of third-generation businesses survive another 10 years. We assist closely-held and family-owned businesses plan for their survival as founders transition out of the business. By planning for change, companies can make transitions happen more easily. Planning reduces the uncertainties in situations such as illness, retirement, divorce, or death. By anticipating and planning for change, both the company and the owner (and family) can successfully meet the challenges that come from change. |
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| Business Valuations |
| Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest. |
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| Buying & Selling a Business |
| Selling a major asset or a business if often a once-in-a-lifetime event. Proper planning will preserve your hard-earned wealth. We assist companies in evaluating and analyzing business transaction decisions, whether it be the purchase or sale of a major asset, or the purchase or sale of a business. Properly structuring the transaction is a critical step in the process of buying or selling a major asset or business. Appropriate structure can preserve flexibility, reduce after-tax costs, and increase the odds of a successful outcome. |
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| CFO and Business Finance Advisory |
| In today's competitive economic environment, companies need value-added advice to improve their bottom-line. We assist closely-held businesses and individuals with chief financial officer and business finance needs. Our practice are partner is a former CFO and is experienced in making buiness finance decisions. Many companies need the occasional assistance of an experienced CFO to assist them with special projects. Our services include the following: * Analytical review * 360 degree transaction analysis * Bank and other financing advice and assistance *Cash flow projections *Financial analysis *Profitability analysis *Strategic planning *Corporate administration, operation and structure advice |
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| Cash Flow & Budgeting Analysis |
| A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. |
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| Consulting Services |
| 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 sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services: *Accounting software selection and implementation *Type of entity selection *Business valuations *Buying/selling a business *Computer systems *Financial & retirement decisions *Estate, trust & gift planning |
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| Debt & Financing Services |
| Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level. |
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| Estate & Trust Tax Preparation |
| Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
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| Estate Planning |
| Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. We can analyze your current situation and make suggestions to reduce death taxes and to meet your estate distribution objectives. |
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| Executive Compensation and Stock Option Analysis |
| Executive compensation often comprises a substantial portion of the executive's wealth and a significant commitment of company resources. Proper planning is required for a "win-win" solution. We can help companies establish incentive compensation plans and fringe benefit programs to attract and retain key employees while reducing the tax burdens of the company and executives. Proper structure and analysis is required to meet these twin objectives. Our services include the following strategies: * Maximizing the wealth associated with stock options * Funding and security considerations (Rabbi Trust) * Golden handcuff arrangements * Incentive (tax-qualified) stock options * Non-qualified deferred compensation * Non-qualified stock options * Salary continuation agreements * Seminars regarding company stock option plans |
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| Financial Forecasts & Projections |
| Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals. |
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| Financial Planning |
| We believe that individuals need clear and objective advice to make smart choices about their money. We offer objective financial planning and design strategies and solutions to help individuals achieve financial goals consistent with their values. We employ an analytical approach that recognizes the interrelationship of the many aspects of a person's financial life including: income taxes, cash flow and budgeting, estate planning, retirement planning, investment analysis and strategies, goals funding, and risk management and insurance needs. We do not sell financial products or receive commissions from our recommendations. |
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| IRS Representation |
| During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. |
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| Litigation Support |
| Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages. |
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| Management Advisory Services |
| Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. |
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| Payroll Services |
| As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. |
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| QuickBooks Professional Advisor |
| We are a certified QuickBooks Professional Advisor and offer services of all types including the setup, training, and use of QuickBooks. |
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| Retirement Planning |
| Successful implementation and periodic review of your financial plan will provide you the information necessary to ensure financial independence during your working years and through your retirement years. We can help you determine the impact of ever changing tax laws on your retirement savings strategies. Where appropriate, we also employ Monte Carlo analysis in assessing the probability of achieving your retirement goal. |
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| Tax Planning & Preparation |
| Taxes represent the greatest expense for a large number of individuals and businesses. The courts have held that no one is legally bound to pay more taxes than what is required under the law. We approach tax planning by first understanding our clients' business or personal goals and objectives and then by considering the tax implications. We work with clients to develop practical solutions to complex tax laws encountered in achieving their goals and objectives. We believe careful planning is most effective and valuable when performed in anticipation of transactions or potential problems and that filing a tax return is merely the final step in a continuing process of developing and executing tax strategies. We prepare all types of tax returns, including individual, corporate, partnership, limited liability company, exempt organization, estate, turst and gift returns. |
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