Services
Accounting & Bookkeeping
- Accounting and Bookkeeping assistance at all levels
- Accounting System Design and Implementation
- Financial Statement Preparation
- Financial Statement Analysis
- Compilations (GAAP)
- Reviews (GAAP)
Business Consulting & Financial Analysis
- Strategic Planning
- Operating Entity Selection
- Capital Needs Analysis
- Bank Financing
- Trend Analysis
- Ratio Analysis & Financial Assessment
- Cash Flow Analysis & Budgeting
- Inventory Management
- Break Even Analysis
- Internal Controls
- Structuring Accounting Departments
- Coping with Rapid Growth
- Receivable Collection Procedures & Controls
- Accounts Payable Planning and Management
- Designing and Implementing Management Information Systems (MIS)
Computer Services
- Accounting Software Selection, Implementation and Support
- Designing and Implementing Management Information Systems (MIS)
- Excel Spreadsheets Design, Training & Support
- Computer Network Implementation and Support
Estate Planning
- Estate and Gift Tax Planning
- Living Trusts
- Marital & Credit Shelter Trust Planning
- Buy-Sell Agreements
- Life Insurance Planning
- Family Business Transition Planning
Human Resources
- Bookkeeper Training
- Personnel Search
- Controller / Bookkeeper Annual Review & Goal Setting
- Employee Benefit Planning
Other Services
- Business Valuation
- Litigation Support
- Insurance Claim Support
- Turnaround Management and Bankruptcy Consulting
- Buying and Selling of Businesses
Pension & Profit Sharing Plans
- Assistance In Pension Plan Selection
- Deferred Compensation Planning
Tax Services
- Tax Planning and Return Preparation
- Multi-State Tax Preparation (50 states)
- Business Sale - Tax Planning & Minimization
- Individuals
- Corporations (C Corp)
- Corporations (S Corp)
- Partnership
- Limited Liability Companies (LLC)
- Estates and Trusts
- Not-For-Profit Organizations
- Tax Exempt Organizations
- Sales & Use Tax Planning
- Tax Authority Representation (IRS and State Agencies)