Client Services

Audits - Reviews - Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
  • Audit- an intensive examination with the highest level of assurance
  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use.
 
Cash Flow & Budgeting Analysis
A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.
Consulting Services
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
  • Accounting software selection and implementation
  • Type of entity selection
  • Business valuations
  • Buying/selling a business
  • Computer systems
  • Financial & retirement decisions
  • Estate, trust & gift planning
 
Business Valuation
Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.
Litigation Support
Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.
 
Complete Tax Services
Tax is more than preparation. Our focus includes developing strategies to minimize the portion of client wealth lost to taxation. Those strategies are customized to fit the needs of business owners, executives, and individuals.
Advocacy Before IRS and Other Tax Agencies
Sometimes even the most accurate of returns are questioned by tax officials. We know how to promptly answer those questions so as to minimize disruption to your lives. Whether it is an audit, collection matter, or just an general inquiry, we can guide tax officials to a result that is fair and objective.
 
Loan Packages
Business expansion often requires additional outside financing. We prepare concise packages that address needs of bankers and other providers of capital. We know their language and how to tell the client's story.


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