Services
Taxes
We utilize state-of-the-art income tax preparation software that integrates with business accounting software. We provide a full array of federal, state, and local tax services including an analysis of your tax liabilities and preparation of all required filings to ensure full compliance. We service individuals and all types of business entities.
Accounting
We will provide full-service accounting from recording transactions, period closings, statement production, analysis, staff training or supervision, and report preparation. We participate in Intuit’s ProAdvisor program, affording access to the latest releases of QuickBooks accounting software for all your financial accounting needs. We also support Sage accounting software. We can set up new accounting systems or analyze, update, or revise your current accounting system.
In addition to financial accounting, we also provide cost accounting services so you can identify inefficiencies, adjust pricing and other policies, and plan for future business modifications.
Risk Management
We will carefully help you identify and evaluate a host of risks. We will then determine options and strategies to reduce or eliminate your risks, followed by frequent evaluations with any needed adjustments. Some key areas we focus on include loss of life, loss of business, retirement planning, legal liability, and government regulation. There are many other possible risks, and all you need to do is share your concerns with us.
Project Management
We will plan and as necessary, staff the project team. A detailed budget and task timeline will be created as an integrated part of the plan. As the project progresses, we will make any necessary adjustments as well as prepare periodic progress reports. Upon completion of the project, a detailed summary report will be prepared.
Marketing
Suppose you are seeking a better understanding of your current or prospective market, your pricing strategies, your competition, the effectiveness of your advertising, the quality or skill of your sales staff, and the efficiencies of delivering your products or services. We are at your service to get the answers and provide the best strategies to move forward. Just share your goals with us.
Finance
We will apply advanced quantitative methods to your accounting data to thoroughly analyze and evaluate your business valuation, cash flow, asset returns, and liability exposures. Regularly, you will be able to know receivables, payables, and inventory turnover and quickly identify unrealized gains or unnecessary losses. We can help you plot new paths to improve your business.