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Services

As a full-service public accounting and business advisory firm, we provide a wide range of services to assure that all of your business and personal financial needs are met. To learn more, we invite you to explore the following services, and contact us directly with any questions you may have.

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Accounting & Business Assurance
Business Advisory Services
Estate & Trust Planning
Tax Planning & Preparation
Quickbooks & Intacct Consulting
Management Reporting
Succession Planning

Our Accounting and Business Assurance services include:

Compiled and reviewed financial statements
Evaluation of internal control systems
Payroll & excise tax preparation and advice
Client representation at state tax audits
Development of financial strategies
Setup and implementation of accounting systems
General bookkeeping and payroll services
Monitoring and training on the use of management accounting techniques

Our Business Advisory services include:

Budgeting and forecasting
Business debt planning and packaging
Merger and acquisition services
Internal control review and testing
Outsourced CFO
Management reporting
Enterprise risk management (ERM)
Sales analysis and reporting systems
Shareholder and team member alignment
Succession and transition planning
Advisory board meeting facilitation
Compensation strategies
Employee Stock Ownership Plans (ESOP)
Information technology assessments
Profit enhancement programs
Informal business valuation services

Our Estate and Trust Financial Planning services include:

Estate and trust accounting
Asset protection
Beneficiary planning
Business succession planning
Charitable remainder and lead trust planning
Family limited partnerships and limited liability companies
Financial analysis of trust documents and wills
Consideration of various trust options
Pre- and post-mortem tax planning

Our Tax Planning and Preparation services include:

Individual, corporation, partnership, LLC, estate and trust tax returns
Cross-border taxation
Multistate taxation
Entity selection, formation and liquidation
Estate and gift planning
Executive compensation planning
Mergers, acquisitions, and liquidations
Personal retirement planning
Client representation at IRS tax audits

Our QuickBooks and Intacct consulting services include:

Installation and file setup
Chart of accounts setup
Report and form customization
Training
QuickBooks Point-of-sale support
Support in person, by telephone or email
Automatic, daily, cloud back-up service for QB company files

Our Management Reporting services include:

Benchmarking against key competitive metrics and management dashboard
Cash flow analysis
Financial projections
Industry analysis and comparatives
Key performance indicator review (ROI, NOI, EGI, turnover ratio, profit margin)
Management report design
Compliance with regulatory reporting requirements
Transaction analysis (financial history, trends)
Transaction structure and pricing analysis
Weekly, monthly and quarterly sales and profit/loss ratios

Our Succession and Transition Planning services include:

Buy/sell agreement strategies
Employee stock ownership plan (ESOP) advice
Estate planning
Exit strategies
Management advisory services
Merger and acquisition planning
Planning for family-owned or closely-held businesses
Strategic business planning
Tax planning
Informal business valuation services