25 Years Later

(and we're still accounting)

 

We strive to provide timely accounting, tax and consulting services that each client expects and deserves. 

Strong alliances and client loyalty are paramount with our business and individual clients.  Our broad range of services, combined with the expertise of our professional staff, are the keys to our success in helping clients.

We make special efforts to keep in contact with our clients and help them address current issues relating to their business and personal financial matters.

 
 

Advisory Services

benefit from our knowledge and experience

Our Advisory Services have helped countless clients in special areas, including:

  • Business Sales and Acquisitions

  • Business Expansions

  • Litigation Support

  • Business Valuations

  • Compensation Planning

  • Business Succession Planning

 

Audit & Assurance

FINANCIAL STATEMENTS & AUDITS

We can prepare or supervise the preparation of financial statements, as well as provide compilation, review and audit services as needed. Helping you use the statements in managing your business and increasing your profitability are an important part of our service package.

Other services in this area include:

  • Fixed Asset Systems

  • Inventory Control Systems

 

Corporate & Business Service

RECORDKEEPING & REPORTS

If you need recordkeeping and accounting systems, we can design them to fit your needs. In addition, we can prepare or assist you in preparing payroll reports, journal entries and general ledgers. We can also assist you with other financial recordkeeping and reporting requirements.

BUSINESS PROBLEM SOLVING

If you are starting a business, we can help you select the proper organizational structure, assist you in securing adequate financing and initiate filings with governmental authorities. We can also assist you with loan applications, pricing, credit policies, cash flow analysis and cost control.

Other services in this area include:

  • Computer hardware and software selection and training

  • Projections, budgets and goals

  • Payroll processing

Tax Services

TAX PLANNING & PREPARATION

We not only can prepare your tax returns to ensure that you are paying no more than necessary, but will also recommend tax strategies and serve as your advocate before tax authorities. Then, throughout the year, we monitor tax law revisions and keep you apprised of issues concerning you and your company.

FINANCIAL & ESTATE PLANNING

Increasing your net worth is easier with the help of an experienced financial advisor. We offer financial and estate planning, including net worth analysis, retirement planning, and planning for gifts and family business matters.