Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner.
Reviews and Compilations
When audit services are not required, many businesses rely on a review or compilation to provide the financial information they need. We specifically design reviews or compilations for each client's varying needs. Our firm prepares monthly, quarterly or annual financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize full business potential.
Management Advisory Services
Our firm offers complete management advisory and consulting services, including systems implementation and management, cost controls, and employee benefit plan restructuring. Two members of our firm also hold their Nursing Home Administrator Licenses.
Our firm offers a complete range of accounting services, including receivables, payables, and accounting procedure management. We prepare financial statements for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal or managerial use.
Cash Flow and Budgeting Analysis
Cash flow and budgeting analyses can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.
We offer full tax return preparation and filing services for all businesses, not-for-profit organizations, and individuals. We prepare state and Foreign Bank and Financial Accounts (F-BAR) returns, as well as returns for estates, trusts, and gift taxes.
We continuously monitor federal, state, and local tax law changes relevant to our clients so they can 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-charge bookkeeping services are available, including general journal and subsidiary ledger maintenance, bank reconciliations, and receivables and payables tracking and analysis.
Our firm provides independent audit services to organizations and businesses of all sizes, including ERISA audits.
Fraud Prevention and Detection
Nobody likes to think about being robbed by an employee, but it can happen. Our firm has the knowledge to help you protect your assets and can develop systems to detect and deter fraudulent activity. We can assist in setting up a corporate program designed specifically for each organization.
Our consulting encompasses: