While we provide standard accounting service, we go beyond the graphs and numbers. Our team is dedicated to building a relationship with you. We talk with you about the performance of your company, empowering you to make good business decisions based on the numbers. We are vested in your business success.
Accounting Services Include:
- Bookkeeping & Bill Payment
- Payroll
- Monthly Financial Statements
- Tax Planning and Reporting
Our commitment to ongoing research and continuing education on the new tax laws and legislation ensures you of accurate and timely tax services. We offer planning and consulting services for large and small businesses, associations and individuals to minimize both your current and future tax liabilities. Our combination of technical skills and personalized one-on-one service is why clients return to us year-after-year and look to us for tax as well as financial and management services. Our commitment to service excellence has resulted in significant grow in our Tax practice. We are proud that this growth has occurred as result of client referrals.
Tax services include:
- Corporate, Partnership, and Individual Tax Preparation & Planning
- State and Local Tax Preparation
- Family Business Tax Planning
- Retirement Planning
- Non-profit, Estate and Gift Tax Preparation
- Representation before the IRS or other taxing authorities
We are dedicated to "helping those who help others". Although we provide standard audit, accounting, consulting and tax services, we believe that what distinguishes our firm is our contribution of business management insight and advisory services to the success of your organization. We help solve the complexities of functional expenses.
Through our work and guidance we help you develop a track record of reliable financial information in an era when transparency and financial integrity is critical to donor support, United Way or CFC funding and eligibility.
Beyond completing your audit and providing reporting, we ask questions, we share knowledge and we open doors, allowing you to focus on the work of furthering your organization’s mission.
Our audit services are provided for clients in a diverse range of industries and organizations. We evaluate fiscal activity to ensure our clients comply with regulatory requirements and corporate by-law mandates, and provide detailed reporting for Board oversight.
Audit Services Include:
- Not-For-Profit
- Financial Statements, Compilations & Reviews
- Municipalities, Counties & HUD Programs
- Financial Statements, OMB & Yellow Book Audits
- Privately Held Companies
- Financial Statements, Compilations & Reviews
The complexity and frequency of change in federal, state and local tax laws can make it challenging to maintain efficiency in your payroll system. Our team will ensure your payroll information is accurate and reporting is timely.
Payroll Services Include:
- Preparation of Payroll Checks and Reporting
- Preparation and Filing of Local, State and Federal Tax Forms
- Direct Deposit of Employee Checks
- Electronic Payment of Payroll Taxes
Additional Services Include
- Worker’s Compensation, Social Security & Child Support Audits
- Unemployment Claims Verification
Your company may not be large enough for a CFO but you need professional financial advice. Or, perhaps you are in a transitional situation when you need advisory services to guide you through change. Through our Business Management and Advisory Services, we provide guidance based on the financial performance of your organization. We provide you with an evaluation of the implications of strategic decisions; charting your course, assessing opportunities, evaluating new opportunities and determining how they align with your long range goals.
Business Management and Advisory Services Include:
- Timely Financial Information
- Budget Preparation and Monitoring
- Financial Analysis by Service or Product Line
- Tax Planning
- Cash Management
- Banking, Legal Services and Vendor Relationship Management
- Operational Efficiency Evaluations and Performance Metrics
- Hiring Plans to Support Business Goals
- Employee Development and Training Programs
Meeting your business and personal goals requires diverse expertise. We support you with extensive internal resources and a referral network of experienced service professionals. Whether you are buying or selling a business, facing a new challenge or preparing for the future, our team is committed to listening to your needs and working collaboratively with you to deliver successful outcomes.
Our Consulting team includes experts in the following areas:
- Start-Up Company Planning
- Forecasts / Projections
- Internal Control Studies
- Due Diligence Consulting
- Revenue Recognition Strategies
- Review of Contracts / Partnership Agreements / Leases
- Financial Planning
- Legal Services
- Human Resources
- Corporate Communications
- Marketing
- Organizational Development
- Operational/Process Improvement