Client Services

Our clients rely on us for all of their accounting needs - large or small, business or personal. Contact us to learn how we can be of service to you.

We continue to grow and currently assist our clients in the following areas.

Accounting Services

We are your off-site accounting department or an extension of your in-house accounting team. We provide you:

  • General Accounting Assistance including tracking of receivables, payables, and payroll management.
  • Cash Flow & Budgeting Analysis to help you minimize cost overruns, recoup lost purchase discounts, and reduce uncollectible receivables.
  • Compilation, Review, and Audit Services to quickly compile your financial records into meaningful GAAP-compliant financial statements. We also offer limited-scope review testing and complete audit attestation.
  • Financial Forecast and Projections including pro forma projections and customized "what if" planning scenarios to help management foresee and plan for unexpected business contingencies.
  • Financial Statement Preparation to provide professional, GAAP-compliant documents for use by banks, investors, and other third parties.

Tax Services

Our firm offers comprehensive tax planning and compliance services. We work with you year-round if necessary in order to minimize your total tax burden.

  • Tax Planning Services to reduce your current and future tax liabilities and prevent costly interest and penalty assessments attributable to late filing.
  • Tax Preparation Assistance to ensure that your individual and business federal, state and local tax returns are completed professionally and to your maximum benefit at affordable rates.
  • IRS and State/Local Representation to assist you in case you are called to appear before the IRS or state and local taxing authorities. We know the tax laws, how your tax return was prepared, and are experienced in negotiating Offers in Compromise with the IRS.

Small Business Consulting
  • Management Advisory Consulting including tailor-made financial analyses to help your business eliminate inefficiency and realize full profit potential.
  • Accounting Software Selection & Implementation to aid you in choosing and putting into practice the software that’s right for you.
  • Computer Consulting that identifies your needs and establishes an efficient, user-friendly computer system so that you can return your focus to your business.