Services
If you’re looking for a team that will focus on your individual needs, and always treat you like a client who matters, look no further. Our team is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Accounting Software Selection & Implementation
There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.
Insurance Audits
Our insurance audit preparation procedures will save time and will make the process easier. We tailor each process to the unique needs of your business. We deliver the necessary information and reports that are clear, concise and acceptable to all outside insurance parties and that can provide information and insight to help your audit run smoother, helping you focus on your business operation. We will work closely with you and your insurance carrier to help minimize time and create a procedure the will expedite the audit process.
Bookkeeping/Write-Up
If your business does not currently have a bookkeeping staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Financial Analysis
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.
Management Financial Statements
Business Financial reports are an important tool for management decision making. These reports represent your business to lenders, partners, and allow you to make the necessary decisions to operate a successful business. We will work closely with you and your key personnel to develop internal financial statements which will help in making better financial business decisions.
Management Advisory Services
Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.
Payroll Services
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become. We offer a fully automated payroll program which includes direct deposit and electronically filing of all payroll tax returns. Review our client links page and view our payroll video for further information.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Planning
Effective tax planning can help you minimize your future tax liability. We can help you proactively manage your business tax issues, including understanding how upcoming business opportunities impact your tax status and proving you with up to date financial information to help you make any necessary business decisions. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We monitor your business progress and provide quarterly statements to help you be proactive in any projections or business decisions necessary to limit tax liabilities. We will work closely with your accountants or can confer with local accountants which we have relationships with to help ensure the best possible tax outcome.