We provide full-charge bookkeeping services. Our firm’s provided small business bookkeeping services are:
- General journal and subsidiary ledger maintenance
- Bank statement reconciliation
- Tracking and analysis for receivables and payables
- Cash Management
- Financial Reporting
- Accounts Receivable
- Accounts Payable
- Additional services such as accounts receivable collections, specialized custom reports, and consulting and business coaching
Compilation, Review, and Audit Services
Our firm offers professional compilation, review, and audit services to businesses of different sizes. We can offer limited-scope review testing, compile your financial records into meaningful GAAP-compliant financial statements, and provide complete audit attestation. We’ve done audit services for a variety of business types including not-for-profit models, restaurants, and retail.
Financial Forecast and Projections
With our firm, you can get forecasting services for business and finances, including pro forma projections. To help your management foresee and plan for various possible outcomes, we will also customize “What If” planning scenarios.
Cash Flow & Budget Analysis
If you’re managing a business, you’ll want to avoid cost overruns, lost purchase discounts, and uncollectable receivables. Our expert cash flow and budgeting analyses can help you do just that, and many of our clients have said that these services are indispensable.
We’re always monitoring federal, state, and local tax law changes to help our clients minimize tax liabilities. Standard full tax preparation and filing services are a regular part of our services, but there’s more. With our tailor-made due date tax compliance monitoring systems, we can also help you avoid interest and penalty assessment due to late filing.
IRS and State/Local Representation
Because we know the tax laws and how your tax return was prepared, we can help you communicate more effectively. We can represent you before the IRS or state and local taxing authorities, plus we have experience in negotiating Offers in Compromise with the IRS.
No matter what state your large or small business is based, we offer complete payroll preparation and payroll tax reporting. This includes preparing federal and state returns, and offer electronic filing capability.
These services take resources, experience, and knowledge, and our firm has what it takes. We’ll work to get each project done completely and professionally, so you get what you need in a cost-efficient and timely manner.
Each of our services is refined from years of experience with individually complex cases. We offer tailor-made forensic accounting services and expert testimony. We’ve helped our clients work through matrimonial disputes and partnership dissolutions and to uncover malfeasance and financial irregularities. Our past experience also includes working for various counsels and the District Attorney in complex fraud and white-collar crime investigations.
Accounting Software Selection & Implementation
Our staff members are ready to help with a selection of computer software and implantation. We specialize in MAS90, Quickbooks PRO, MYOB, Peachtree, and Microsoft Dynamics for enterprise resource planning (ERP) and customer relationship management (CRM), and have working knowledge with many other programs. We’ve done extensive research with each software, and we use some of our top recommendations for in-house use.
Custom Financial Application Design and Web Development
We want to fulfill customer needs, and that includes a little of everything. We offer complete web design and development solutions, and our expert resources include Microsoft .NET and Java. These allow us to leverage QuickBooks, and to create custom financial applications.
Business Succession Planning
If you’re concerned about how your business will continue after you can’t be there, don’t worry. We can offer expert advice and suggest many courses of action to give you peace of mind that your business will smoothly continue. Once you’ve chosen the ideal path for your business, we’ll make sure your heirs and business associates will be well protected.
We offer cost-effective business valuation services, with speedy and efficient results. In the last ten years, we’ve issued expert opinions on business value in over 100 business interests. We’re proud to make that an integral part of the litigation support portion of our practice.