A Full Service Accounting and Financial Services Firm

Services

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.

Accounting Services
Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.
Reviews and Compilations
Compilations are financial statements that are based on the information management provides. Our report will indicate that they are based soley on that information. Reviews, more involved both in their complexity and in the information reported are subjeced to certain analytical proceedures. Neither are audited financial statements and that limitation is always disclosed on the financial statements we prepare. Our firm is known for the quality and accuracy of the financial statements we compile or review.
Bookkeeping/Write-Up
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
Financial Forecast and Projections
Our 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.
Tax Services
Our 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. Our firm also prepares all federal, state and local tax returns for individuals and businesses.
IRS and State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.
Consulting Services
Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.
Accounting Software Selection & Implementation
We can assist you in selecting and implementing the accounting software that is appropriate for your business. We presently support Accpac, Macola, DBA, Quick Books, Quicken and Peach Tree.
Business Succession Planning
Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.
Estate Planning
Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.
Retirement Planning
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.
Management Advisory Services
Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.
Bankruptcies
Bankruptcy is one of the most frightening words to hear when you are running a business. However, Our firm will help you through the entire ordeal while guiding you the maze of financial and tax implications that arise. We will also consult with you regarding the benefits of reorganization or the possible necessity of dissolution.
Personal Financial Planning
We will assist you in developing a financial plan to help you acheive your specific goals. We will also assist you in implementing and monitoring the plan.