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Main Services Offered
- Attestation Services
Audits of financial statements
Agreed upon procedures
- Tax Services
Tax return preparation - including individual, business, fiduciary, estate, inheritance and gift
Continuous year round planning
Analysis of tax effects of business decisions
Consultations on mergers and acquisitions
Preparations of estate and personal financial plans
Representation before taxing authorities
Consultation on pending tax legislation
- Small Business Services
Bookkeeping services
Bookkeeper training
Loan package preparation assistance
Direct Deposit Payroll and payroll tax-related services
Sales tax reporting
- Quickbooks ProAdvisor Services
Full range of Quickbooks services.
- Accounting, Compilation and Review Services
Compilation and review engagements
- Litigation Support
Professional liability defense
Contract disputes
Insurance
Partnership dissolution
Expert witness testimony
Financial investigations
Divorce settlements
Damage assessment
- Personal Financial Planning
Personal financial statements
Investment strategies
Cash management and budgeting
Education funding
Estate planning
Retirement planning
Insurance review
- Compensation Planning
Executive compensation packages
Buy-sell agreements
Qualified retirement plans
- Information Systems and Management Consulting Services
Network security analysis
Network installation and management
Internet connectivity
Development and/or analysis of accounting and financial management information systems
Technology selection, installation, and system evaluations
Budgeting, forecasting, projecting, and feasibility studies
Strategic planning
Contingency planning
Evaluation of business opportunities
Management of financial resources
Evaluation of financial agreements
Software and Hardware Training and Consultation
Off site storage
Web site development
eCommerce consultation
- Professional Grant Administration Services
Write grant applications
Monitor procurement compliance
Review allowable costs and prepare Form SF-270
Davis-Bacon Act compliance
Monitor budget controls
Assess Buy American standard
Monitor Disadvantaged Business Franchise requirements
Review eligibility and debarment
Conduct public hearings
Prepare required reports
Prepare close-out package
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