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Accounting and Auditing
Assurance Services
- Financial Statements (Audit, Review,
Compilation)
- Internal Control Reviews
- Agreed Upon Procedure Reports
Controllership Services
Computerized Bookkeeping
Job Profitability Analysis
Job Estimating and Costing Systems
Tax Compliance and Planning
Preparation of Personal, Business, Trust,
and Estate Tax Returns
Income Tax Planning/Reduction Strategies
Estate and Gift Planning
Merger/Acquisition/Sale Planning
Tax Audit Representation
Payroll Tax Reporting
Real Estate Transaction Analysis
Consulting on Allowable Tax Accounting Methods
Business Advisory Services
Strategic/Operations Planning
Cost Reduction/Profit lmprovement Programs
Expansion Planning
Trend Analysis - Sales, Expenses, Cash Flow
Comparative Analysis/Benchmarking
Preparation of Loan Proposals
Ownership Succession Planning
Cash Flow Forecasting/lmprovement Programs
Lease/Buy Analysis
Bonding/Surety Credit Assistance
Obtaining Contractor Prequalification
Valuation Services
Buy/Sell/Business Acquisitions
Gift Planning
Estates |
Owner/Employee Benefit Programs
Retirement Planning
Profit Sharing/Pension Plans
- SEP/IRAs
- Simple Plans
- 401 (k)
Section 125 (Cafeteria Plans)
Key Employee Retention Plans
Computerizing Client Operations
Hardware and Software Selection
Implementation Assistance
Operations Training
Certified QuickBooks Training/Installation
Personal Financial Services
Investment Analysis
Financing Arrangements
Establishing and Monitoring Financial Goals
Preparation of Personal Financial Statements
Individual Tax Planning and Preparation
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