Commerical Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. 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.

Audit and Other Assurance Services

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 Services – an intensive examination with the highest level of assurance
Review Services– some analytical procedures with limited assurance
Compilation Services – based upon client information provided and used primarily for internal use
Other Assurance Services

Internal controls review
Other agreed upon procedures

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Further, well maintained and accurate internal financial statements may help your business obtain more favorable terms from your lender or bonding company. Our firm provides a full range of cost effective accounting services including the following:

General ledger reconciliation & maintenance
Financial statement preparation
Payroll services
Bookkeeping services
Outsourcing services

Tax Services

We prefer to take a proactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered includes but are not limited to:

Tax return preparation & planning

Individuals
Corporations
Partnerships
Limited Liability Companies
Estates, trust & gift
Not-for-profit organizations

Retirement planning
Taxing authority representation
Offers-in-compromise
Divorce and support issues
Tax impact of buying or selling a business

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, as well as 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. Business consulting services offered includes but are not limited to:

Budgeting & forecasting
Internal control documentation
Grant Management Services
Business entity selection
Accounting system setup for new businesses