Services We Provide

• Accounting and bookkeeping, on a monthly, quarterly or annual basis. We can do the accounting and financial analyses for a business or a specific project.
• We assist several business clients in closing their books each quarter or year-end to provide information needed for the quarterly and annual tax returns.
• Audit, review and compile financial statements for businesses and personal financials for individuals.
• Income tax preparation for individuals, corporations, partnerships, trusts, estates and not-for-profit organizations.
• We can provide assistance with budgeting business and personal operations. We can help individuals and families with personal financial plans for retirement, education costs or just plain living comfortably.
• We can assist in setting up pension plans, and we can prepare the annual reports required by the IRS, Department of Labor and ERISA.
• We prepare financial statements for pension plans and information required to be distributed to plan participants.
• We provide consultation services related to practice management. This includes reviewing existing business office procedures, designing office procedures, bookkeeping and training personnel to perform business office procedures.
• We can perform business valuations and financial analyses for estate planning, buyout, troubled succession and divorce.
• We can provide specific services related to financial decision-making, such as lease/buy, cash flow analyses and projections.
• We can provide computer consulting services which include hardware and software selection, system implementation and employee training.