Reviews and Compilations

  • Review – some analytical procedures conducted with limited assurance
  • Compilation – based upon client information provided

Consulting Services

  • We can help your business identify areas to improve profitability and develop solutions that are practical and effective.
  • Accounting software selection and implementation
  • Creative Solutions software from Thomson Reuters – can integrate with Client Bookkeeping software
  • Experienced at Quickbooks and Peachtree Accounting
  • Type of entity selection
  • Buying/selling a business
  • Computer systems
  • Financial & retirement decisions
  • Estate, trust & gift planning

Accounting Services

  • General ledger
  • Financial statement preparation
  • Accounting (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Cash flow forecasting
  • Computerized payroll services
  • Business tax return preparation
  • Sales & Use Tax
  • Personal financial statements
  • Litigation support

Tax Services

  • Tax planning & return preparation:
    • Individuals
    • Corporations
    • Partnerships
    • LLCs/LLPs
    • Estates, trusts & gift
    • Not-for-profit organizations
    • Taxing authority representation

Buying & Selling a Business

Planning and analysis of the purchase or sale of a business by addressing such issues as cash flow and tax considerations.