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.