Services
Accounting Services
The Firm offers a complete range of accounting services,
including receivables, payables, and payroll
management. Preparation of financial statements in
accordance with Generally Accepted Accounting Principles (GAAP)
for use by banks, investors, and other third parties.
Preparation of custom financial reports for internal,
managerial use.
Bookkeeping/Write-Up
The firm provides full-charge bookkeeping services,
including general journal and subsidiary ledger maintenance,
bank statement reconciliation, and receivables and payables
tracking and analysis.
Cash Flow & Budgeting Analysis
The firm offers expert cash flow and budgeting analyses
that can help you minimize cost overruns, lost purchase
discounts, and uncollectable receivables. Many clients state
that these value-added services are indispensable.
Compilation, Review, and Audit Services
The firm provides professional compilation, review, and
audit services to businesses of all sizes. We can quickly
compile your financial records into meaningful GAAP-compliant
financial statements, offer limited-scope review testing, and
can deliver complete audit attestation.
Financial Forecast and Projections
The firm provides complete financial and business
forecasting services, including proforma projections. We will
also customize -What If- planning scenarios to help management
foresee and plan for unexpected business contingencies.
Budgeting, forecasting and projections are essential for your
tax planning scenarios.
Financial Statements
The firm prepares professional, GAAP-compliant financial
statements as well as tailor-made financial analyses that can
help business owners and managers eliminate inefficiency and
realize a businesss full profit potential.
Reviews and Compilations
The firm offers full Review and Compilation services for
small to medium sized firms.
Tax Services
The firm offers a full range of tax planning and
compliance services. We will work with you year-round if
necessary in order to minimize your total tax burden. The
firm also prepares all federal, state and local tax returns for
individuals and businesses. Sales Tax specialty
Tax Planning
The firm continuously monitors federal, state, and local tax
law changes to allow its clients to minimize current and future
tax liabilities. If necessary, we can implement tailor-made
due-date tax compliance monitoring systems to prevent costly
interest and penalty assessments attributable to late filing.
Full tax preparation and filing services.
Tax Preparation
The firm offers professional preparation of all federal, state,
and local tax returns at competitive, affordable rates.
Monthly, quarterly, and annual business returns are also
prepared in an efficient timely manner to comply with
deadlines.
Payroll Services
Specialty in complete payroll preparation and payroll tax
reporting services. Preparation of all federal and
state returns. Offering you a far superior level of
personalized service, total flexibility, and the best value.
Unlike payroll service bureaus that use a "one size fits all"
approach , I have the capability to provide a
comprehensive payroll service that can be precisely designed to
meet your unique needs. Based on our intimate knowledge of your
business and consultation with you, I will design a
payroll service that is optimal for your company’s needs.
You won’t find this level of personal, customized service
from any service bureau at any price.
Sales Tax Services
Preparation of all sales tax filings and offers full sales
tax audit representation.
Estate, Gift and Trust Tax Return
Preparation
The firm provides expert preparation of federal and state
estate, gift, and trust tax returns.
Accounting Software Selection &
Implementation
Need help with accounting software selection and
implementation? The firm will help you select the
software that's right for you and will teach you how to use it
effectively.
Benefit Plan Services
The firm can help your firm weigh the complex benefits and
costs posed by todays qualified and nonqualified pension and
profit sharing plans, including 401(k), SEP, SEP IRA, Keogh,
life insurance and health insurance plans.
Computer Consulting
You are ready to move into the computer age, but you have fears
of expensive, unsuitable software, fourteen year-olds hacking
into your server, and systems crashing. I understand your
fears and will work with you to setup an efficient,
user-friendly computer system. My network
of business-savvy computer technicians and programmers can
explain even the most advanced high-tech concepts in plain
English. Whether you want to set up a computerized accounting
system, a computer network, or even an online web store, our
firm can help.
Consulting Services
The firm offers a wide range of consulting services to
help you improve business operations, boost efficiency, and
increase the bottom line. Specialty - Process enhancement
Financial Planning
The firm offers a complete array of financial planning
services and will work closely with you to help you achieve
your financial goals.
Management Advisory Services
Our firm offers complete management advisory services,
including systems implementation and management, cost controls,
employee benefit plan restructuring, and much more.
Pension & Profit Sharing Plans
Would you like help setting up a pension or profit sharing
plan? Talk to us!
Bankruptcies
Bankruptcy is one of the most frightening words to hear when
you are running a business. However, I will help you
through the entire ordeal while guiding you the maze of
financial and tax implications that arise. I will also
consult with you regarding the benefits of reorganization or
the possible necessity of dissolution.
Employment Benefit Plans
Assitance establishing a comprehensive employee
benefit plans and review of your existing plans for ERISA
and tax compliance.
Internet Commerce
The firm is well aware of the tax compliance and
technological challenges you face when you are considering
Internet Commerce ventures. We will be happy to help.