| Business Services
Closely held business owners face a myriad of decisions every day - payroll, hiring, marketing, purchasing, financing, cash flow, and operational decisions. Many of these decisions require accurate and timely data, many require careful analysis, and many require careful monitoring. Our desire is to be your business partner and advisor to help you make the right decisions that will grow and flourish your business.
We work with companies in a variety of industries to help "bridge the gap" for accounting, tax and advisory needs. Depending upon your needs, our services can range in scale from bookkeeping to controller services to outsourced CFO services. Our goal is to free you, the business owner, to focus on the important aspects of the business that need your attention.
Our business services include:
Accounting Services
Essential for business success and growth is the ability to monitor and track financial data. Accurate and timely financial statements allow assessment of the health and financial strength of an organization. Our services include:
- Bookkeeping/general ledger maintenance
- Financial statement preparation
- Bank reconciliation
- Controller services
- Accounting software consultation
- Accounting software set-up/installation/training
- QuickBooks set-up/installation/training
- QuickBooks monthly/quarterly adjustments
Tax Compliance & Planning Services
Tax compliance and planning is a critical need for a business owner, especially since many closely held businesses are flow-through tax entities such as S corporations, partnerships, and limited liability companies. Proper tax planning should be proactive, help minimize tax liability, and properly plan for the cash flow and timing of tax payments. Our services include:
- Business income tax return preparation
- Business owner income tax return preparation
- Proactive income tax planning
- Estimated tax payment calculation and projections
- Payroll tax return preparation
- Sales & use tax return preparation
- Property tax return preparation
Assurance Services
In today's regulatory and lending environment, more businesses are required to present financial statements that have been audited or reviewed by an independent third party. Our assurance services include the following:
- Audited financial statements
- Reviewed financial statements
- Compiled financial statements
- Agreed upon procedures
- Internal controls assessment & analysis
- Employee benefit plan audits
- Fraud examination & investigation
Business Advisory Services
Financial data is meaningful when it is used to help manage and grow your business. Our advisory services are designed to help you assess, track and monitor the factors that are key to your success. We serve as a catalyst to help you make decisions and work in partnership with your other advisors. Some of our advisory services include:
- Identifying & tracking key performance indicators
- Establishing benchmarks & trend analysis
- Industry comparison & monitoring
- Establishing & monitoring budgets
- Establishing digital dashboards to monitor the business
- Facilitation of planning meetings
- Management consultation
- Business valuation analysis
- Outsourced CFO services
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