Client Services
Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service. We have listed the services that we offer to our clients, together with a brief description.
As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.
Accounting Services
Providing financial information to our clients in a timely and accurate manner is our commitment. Meaningful, well-organized financial records ensure your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
- General ledger and financial statement preparation
- Bookkeeping (Annual)
- Accounting system setup for new businesses
- Compilation of financial statements
- Audits and reviews
Consulting Services
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:
- Accounting software selection and implementation
- Business valuations
- Buying/selling a business
- Business process improvement
- Computer systems
- Financial & retirement planning
- Estate planning
Other Services
Through our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience in numerous specialized areas. Our ability to provide a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
- Mergers and acquisitions
- Debt management
- Business start-up or expansion
- Cash flow forecasting
- Employee benefit plans
Tax Services
We take a proactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge they deserve throughout the year. Tax services offered include, but are not limited to:
- Tax planning for individuals and corporations
- Return preparation for
- Individuals
- Corporations
- Estates and trusts
- Not-for-profit organizations
- Tax considerations in matrimonial settlements
- Tax effects of buying or selling a business
- Tax effective retirement and estate planning