Our Services
We Offer a Full Range of Financial Services:
- Accounting and Auditing
- Business Consulting
- Tax Planning and Preparation
- QuickBooks Consulting
- Electronic Tax Filing
- Financial Planning
- Financial Statements
- Estate Planning
- Construction Businesses
- Manufacturing and Wholesale Distributors
- Service Industries
- Help for starting up and maintaining a successful business
Consulting Packages Tailored to YOUR Needs:
Basic Level – Essential Compliance
We help you meet the compliance requirements of the IRS and your lending institution.
- Compile or review full-disclosure financial statement annually.
- Complete income tax return preparation.
Consulting Level 1 – Internal Accounting
Includes Basic Level services PLUS increasing the effectiveness of your company’s accounting procedures.
- Compile or review full-disclosure financial statement annually.
- Complete income tax return preparation.
- Review of accounting procedures and proper monthly trial balance documentation.
- Assist your staff with trial balance documentation, including a monthly review.
Consulting Level 2 – Management Reporting and Consulting
Includes Basic and Level I service PLUS an on-site analysis of your accounting procedures.
- Includes productivity reports to help you measure the effectiveness of your business.
- Compile or review full-disclosure financial statement annually.
- Complete income tax return preparation.
- Review of procedures and proper monthly trial balance documentation.
- Assist your staff with trial balance documentation, including a monthly review.
- Establish and review weekly and monthly management reports beyond the basic financial statements.
- Conduct monthly management meetings with a formal discussion of financial reports.
- Conduct two additional meetings per month with a manager or shareholder for general consulting.
Consulting Level 3 – Coordination of Business Activity with Personal Financial Plan
Includes Basic and Levels I and II services PLUS estate planning, personal financial planning and budgeting so that business owners can reach their long range financial goals.
- Compile or review full-disclosure financial statement annually.
- Complete income tax return preparation.
- Review of procedures and proper monthly trial balance documentation.
- Assist your staff with trial balance documentation, including a monthly review.
- Establish and review weekly and monthly management reports beyond the basic financial statements.
- Conduct monthly management meetings with a formal discussion of financial reports.
- Conduct two additional meetings per month with a manager or shareholder for general consulting.
- Assist with annual operating, capital and debt service budgets.
- Compile owner’s personal financial statements.
- Establish, coordinate and/or review owner’s estate plan with other professionals.
- Provide annual financial planning review and follow-up with owner’s investment advisors.