Services

If you’re looking for a firm that will focus on your individual needs and always treat you like a client who matters, look no further.  The focus of our firm is to provide professional advice with the individual attention that you deserve at reasonable rates.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Bookkeeping/Write-Up

If your business does not currently have accounting 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.

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Business Consulting & Financial Analysis

As a true business partner, we are available to help you work through a 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.

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.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties.

We also have many years of experience in non-profit audit preparation and financial statement reporting.  Let us assist you with readying your accounting records for your upcoming financial statement audit.

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IRS/State Audit Representation

An audit can be an intimidating and complex process. If you or your business are faced with an audit, we can assist you to ensure that you are properly represented when dealing with IRS, State, or other tax authorities.

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Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We will work with you to help you understand how the latest federal, state and local tax legislation and other developments affect you and your business. Working with us to better understand your current tax situation and where you are looking to be, you are more likely to benefit from those opportunities.

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Call today to schedule an appointment!