Accounting Services

  • Bookkeeping:  On location, remote via Virtual Private Network (VPN), or web based
  • Reconstruction of accounting records
  • Compilations of financial statements
  • Compilations of budgets, forecasts and projections
  • Compilations of special reports, analysis and discussions regarding accounting data
  • Reviews of financial statements

Attestation Services

  • Reports on Controls at a Service Organization SSAE16 (SOC1)
  • Reports on systems of internal control
  • Reports on compliance with statutory, regulatory or contractual requirements
  • Reports on information supplementary to financial statements
  • Reports on agreed upon procedures applied for specified purposes.

Audit Services

  • Comprehensive audits resulting in opinions on historical financial statements
  • Fraud audits – forensic accounting
  • Operational audits
  • Business mergers and acquisitions
  • Peer review services to Certified Public Accountants
  • Management recommendation letters

Consulting Services

  • Evaluations and recommendations regarding purchases and sales of major assets, real estate, investments and businesses
  • Assistance with business formations, dissolutions and reorganizations
  • Cash flow analysis
  • Financial forecasts, projections and budgets
  • Financing proposals and business plans
  • Litigation support services
  • Organizational planning for more efficient internal accounting procedures, systems and controls
  • Advice on formation of partnerships, LLCs or corporations
  • Assistance in interviewing and qualifying applicants for key accounting and financial positions
  • Consultation with respect to employee benefit and compensation packages
  • Bankruptcy and troubled business restructuring
  • Assistance and training on using QuickBooks accounting system

Financial Planning

Professional financial planning is a process to meet your personal and financial goals and objectives.  It is about taking control of your finances, making good financial decisions, and working towards achieving financial independence.  This can either be done by preparing a formal comprehensive plan or through piecemeal planning to meet specific goals such as cash management and budgeting, education funding, retirement planning, tax planning, or estate planning, just to name a few.

Taxation Services

Preparation of U.S. and state income tax returns for:
S Corporations
Pension and Profit Sharing Plans
Estates and Trusts
Homeowner Associations
Non-Profit Organizations

Tax planning and projections for:
Businesses and individuals
Estates and trusts
Pension and profit sharing arrangements
Incorporations, mergers, acquisitions, liquidations, consolidations and reorganizations
Representation before taxing authorities

Preparation of other returns for:
Sales Taxes
Payroll Taxes
Unemployment Taxes
Tangible Taxes