Industries We Serve

We focus on providing comprehensive accounting, tax and consulting services to closely-held entrepreneurial businesses in the following industries:

We also provide a full range of tax and consulting services to business owners and their families.

Audit, Review, & Compilation Services

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability, efficiency, and value. We provide financial reporting on all three levels of assurance:

General Accounting Services

We are committed to providing financial information to our clients in a timely and accurate manner.  Meaningful, well organized financial records ensure that 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 accounting (Monthly/Quarterly/Annual)
  • Establishing accounting systems and internal controls
  • QuickBooks ProAdvisor professional installation, consulting and support services
  • Hosted QuickBooks services (internet access, remote backup and 24/7 support)
  • On-site and remote access QuickBooks services
  • Bank and credit card reconciliation
  • Bill payment services
  • Payroll, including payroll tax filings and employee direct deposits
  • W2s and 1099s
  • Workers’ compensation insurance audits
  • Sales tax reports and deposits

Employee benefit services including:

  • 401(k) and other retirement plans
  • Group health, life and disability insurance coverage

Tax Services

We prefer to take a proactive vs. reactive 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. Tax services include:

  • Tax planning & return preparation
  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts & gift
  • Retirement and benefit plans
  • Not-for-profit organizations
  • Taxing authority representation
  • Divorce and support issues
  • Tax effects of buying/selling a business

 

Consulting Services

We can help your business identify areas to improve profitability and growth. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. Consulting services include:

  • Acquisition and financing advisory service
  • Financial projections and business plan development
  • Cost restructuring, profit planning and cash flow analysis
  • Owner and employee benefit planning
  • Type of entity selection
  • Assistance with business valuation issues
  • Internal control consulting including risk assessment
  • Global Investment Performance Standards (“GIPS”®) Compliance Consulting