Accounting Services

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company’s systems and records providing the highest level of assurance.

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

• Review – some analytical procedures conducted with limited assurance.
• Compilation – based upon client information provided and used primarily for internal use.

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Tax planning and preparation form a winning combination for our successful individual and business clients. Our experienced staff can develop tax-minimization strategies to optimize your after-tax position.

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

Corporate policies and procedures form the basic foundation for any company’s operations. Effective policies may help streamline processes, but most importantly, they provide a documented standard to guide employees’ actions. Our office can help you get started with develping and maintaining the documentation of your business processes.

Small businesses and non-profit organizations may not need or cannot afford a full-time Controller. Whatever organization you’re running, you know what your strengths are. And you also know that an organization such as yours has precious few resources to invest in growth. But just because bookkeeping, budgeting, financial database management and strategic business planning isn’t your company’s strength, that doesn’t mean you still don’t need to accomplish these tasks. A part-time Controller is a cost-effective solution for companies requiring financial expertise but without the budget or workload to require a full-time professional.

Today’s non-profit organziations face complex reporting requirements and tax laws that can make operating a non-profit organization extremely challenging. We understand the unique operational and financial challenges faced by non-profit organizations.

We provide a full range of accounting and business advisory services as well as specialized consulting to meet the needs of charities, non-profit and community organizations.