If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. Our staff can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.

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If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, our professionals can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, our staff can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

Accurate bookkeeping is essential to the performance based planning process. Perhaps you’ve heard the expression – Garbage In, Garbage Out (GIGO). Faulty transaction entry inevitably leads to wrong information in your financial reports, which in turn leads to wrong actions based in response to them.

Worse yet, studies have found that 30% of all business failures are due to employee theft and related forms of dishonesty. Additional studies have shown that all too often it is the trusted in-house bookkeeper perpetrating the most devastating form of this fraud. To reduce this risk internal control procedures must be in place and should be reviewed annually.

Tip: One simple, but extremely important control measure is for the business owner to be the person that actually opens the sealed envelope containing the monthly bank statement. The bank statement should include the actual cancelled checks or at least copies of all the checks. The owner should look through the cancelled checks, deposit amounts and withdrawals for anything that may not appear right. Follow up on anything questionable.

Another option, which we of course suggest, is to hire an outside firm to review your procedures and establish controls to reduce the risk of employee fraud. This should include independent reconciliation of monthly bank statements by the outside firm. You may also consider outsourcing certain portions of the bookkeeping functions to a professional firm specializing in such matters. This lowers the risk of fraud since in-house employees and an independent firm are subject to each other. Additionally, this can greatly reduce accounting expenses overall.

In addition to fraud protection, below are three critical areas we focus on with our bookkeeping services:

Financial Reporting & Analysis

  • Easy to understand performance information for owners & managers (numerous reports)
  • Information in standard formats for lenders and investors (we assist with banking relationships)
  • A basis to evaluate use of resources and return on investment (ROI)

Job Cost Reporting & Analysis

  • Track and report direct costs for specific jobs or products
  • Job specific profit reporting
  • Product specific profit reporting

Tax Reporting & Analysis

  • Tracking of fixed assets and depreciation expense
  • Accurate reports from above form the basis for tax reporting and planning
  • Enter adjusting entries after tax returns are completed

Please call us if you have any questions concerning your bookkeeping situation.

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Business Consulting

As a true business partner, our firm and our professionals are available to help you deal with any business problem or opportunity. Our professionals stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or remaking your business, our professionals have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, etc.—you select for your business has enormous financial and tax implications. It is important that you make the right decision. Our professionals can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change too.

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Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. Our professionals can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. Our tax professionals are available to handle all estate and trust tax-related matters.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. Our staff will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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Offer-in-Compromise Tax Resolution

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, our staff can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Management Advisory Services

Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. Our team can provide support in business planning, mergers and acquisitions, and even litigation support. Contact our office to learn about the full range of services we provide.

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Payroll Services

Payroll can be complicated and time consuming. Our many years of payroll processing assures that we will work with you to find the best payroll solution for your company. Options include:

  • Direct deposit or printed checks
  • After-the-fact payroll – You write the checks as needed – we back into the correct payroll figures
  • Flexible payroll schedule
  • New hire reporting
  • E-file payroll tax deposits
  • Sick time, commission, vacation, bonuses etc.
  • Workers Comp assistance

In addition to our payroll services we offer workers’ compensation insurance assistance. We have experience performing workers’ comp audits and know exactly what your insurance carrier is looking for and what they require to compute your premium bill. We’ll be glad to assit you with correct job classifications and various modifications that may considerably reduce your workers’ comp premiums.

Payroll and withholding tax amounts and forms for federal, state and local jurisdictions can be complicated and are frequently updated. By hiring us to take care of all your payroll needs, you can rest assured the complexities are covered and you’ll be able to focus on business activities that are a more productive use of your time. Please call us for a consultation or with any questions you may have.

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Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. Our tax professionals can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Tax Preparation & Planning

We actively assist our clients with planning tax strategies to help achieve their financial goals. Every financial transaction, within a business entity, or as an individual, has a direct implication and consequence on your tax liability. Don’t just wait until tax time to save taxes, we can help you plan ahead during the tax year to maximize your investments and lower your tax bite!

Even if you have not done much planning you’ll still want to save as much as possible right now! We’ll help with that too. We leave no stone unturned in finding all legitimate tax breaks and loopholes for you. Whether an S Corporation, C Corporation, Partnership, LLC, Sole Proprietor and/or Individual we’ll guarantee our tax preparation for you produces the largest refund or lowest tax liability that you’re entitled to under current Internal Revenue Code tax law*.

Effective tax preparation and planning can help you to minimize your future tax liability. Our professionals can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having our professionals on your team, you are more likely to benefit from those opportunities. Our professionals understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Please call us with any questions you may have about your tax situation. We’ll be glad to help you right over the phone if possible. Or, we’ll be pleased to set up a meeting to review your circumstances in detail.

*If someone else prepares your return producing a larger refund or lower tax liability legitimately, we will double the difference to you up to the full cost we charged for those services.

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Call today to schedule an appointment!