Our firm services a large variety of industries including but not limited to:
– Governmental Entities
– Nonprofit Organizations
– Medical Practices
– Service Industries
– Retail Establishments
– Employee Benefit Plans
– Closely held and family owned businesses
Our advisors are specialized in a variety of industries and complex reporting requirements. We strive to understand each of our client’s processes to help provide expert recommendations and ensure accurate financial statements.
Our firm offers the following attest services:
– Financial Statement Audits
– Reviews and compilations
– Compliance Audits
– Single Audits
– ERISA Employee Benefit Plan Audits
Our advisors will assist in providing accurate and detailed information for businesses and organizations.
Our firm offers the following accounting services:
– General Ledger & financial statement preparation
– Bookkeeping Services (Monthly/Quarterly/Annual)
– Payroll Services
The Internal Revenue Code is very complex and ever changing. Our advisors are constantly studying and analyzing the tax code to provide the highest level of expertise to our clients.
Our firm offers the following tax services:
– Business Entity
– Estate & Trust
– Employee Benefit Plan
– Tax planning
– Tax research and analysis
– IRS and state audit representation
Accounting System Services
Our advisors will assist in providing setup and maintenance of your accounting systems.
Our firm offers the following accounting system services:
– QuickBooks Consulting
– Accounting System setup for new businesses
– Accounting operations assistance
Our advisors work with a variety of industries and can assist with general oversight on the day to day operations or assist in making complex decisions. We bring meaningful insight and expertise to help organizations and businesses go beyond their expectations.
Our firm offers the following consulting services:
– Business planning
– Succession planning
– Bank financing assistance
– Retirement planning
– General planning