Solutions for Businesses

The heart of our practice is assisting our business clients grow and prosper throughout their lifecycle and on to the next generation.

From the start, we assist with your business formation by recommending an appropriate legal entity. We can also help you prepare a business plan and evaluate financing alternatives.

Next, we help design and implement an accounting system that will provide management with the information they need to achieve their goals. From here we continue to be a resource to your controller, visiting periodically to audit, review or compile your financial statements as necessary. We also assist with the development of internal controls to safeguard your assets and improve your processes. Alternatively, another attractive option is to have your accounting performed by one of our experienced para-professionals, who provide a complete array of bookkeeping, payroll and bill pay services.

Along the way, we will be at your side as you make critical business decisions in areas such as compensation and benefits, product pricing, asset purchase/leasing, growth strategies, profitability improvement and succession planning.

Throughout the years, we make taxes less taxing for you by not only handling all of your tax compliance needs, but also by being proactive in recommending new ways to take advantage of ever-changing laws. You can also take comfort knowing that, should the need arise, we have extensive experience in representing clients before the Internal Revenue Service as well as state and local tax authorities.

A comprehensive list of our Business Services follows:

Business Services

  • Taxation
    • Overall tax planning
    • Transactional tax planning
    • Federal, state & local tax return preparation
    • Tax examination representation
  • Accounting & Auditing
    • Business and Nonprofit Organization assurance services
      • Audit – the highest level assurance service consisting of a comprehensive, risk-based examination of your financial statements which culminates in an opinion on their fairness
      • Review – provides "limited assurance" regarding the fairness of your financial statements. We perform analytical procedures and inquiries of management that take less time and are substantially less comprehensive than audits
      • Compilation – your financial information is presented in the form of financial statements. No assurance is provided.
    • Bookkeeping services (monthly, quarterly, annual)
    • Accounting software custom set-up, installation, training and ongoing support
      • QuickBooks (ProAdvisor Certification)
      • Sage MAS 90
      • Peachtree
    • Payroll and payroll tax services
    • Bill pay services
  • Consulting Services
    • Budgeting and strategic planning
    • Business startup services: ownership structure, business plans
    • Business succession planning
    • Business valuations
    • Compensation planning
    • Financial forecasts and projections
    • Financing assistance
    • Internal control reviews
    • Lease vs. purchase evaluation
    • Mergers & acquisitions
    • Personnel search assistance
    • Profitability analysis & expense reduction ideas

IRS EFileCertified QuickBooks AdvisorCPA

 
back to top