Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.

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Bookkeeping/Write-Up

Solid bookkeeping is essential for every business. It provides information that becomes the basis of being able to answer questions like, “Which clients owe me money?” and “Is my business profitable?” Unfortunately many small business owners view it as a tedious chore that they either don’t want to do or are unsure of how to do. Many more see the importance of it but they’re too busy focusing on growing their business to have the time to focus on bookkeeping.

Maybe you’re just stating to fall a little behind or may be you have a years worth a receipts unsorted in a shoe box. Whatever you situation is, we can help you get organized and back on track.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. Each one has it’s own set of advantages and disadvantages.  It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Buying or Selling a Business

Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.

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Cash Flow Management

Many small business owners would laugh at the idea of having money that they’re not sure what to do with.  Most small business take 2-3 years to start showing a profit at the end of the year.  For them all the money that comes in either get withdrawn for personal expenses or reinvested in the business.  As your business grows, or if you had a really strong start, you may have extra cash in your account that you’re not sure what the best way to utilize is.  We can come up with a plan that will have you using your money as effectively and productively as possible.

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Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

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Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continue prosperity of your business.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We  will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Management Advisory Services

Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We  can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

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Personal Financial Planning

Planning for the future is an important goal that is all too often overlooked.   If you’re saving for retirement, college, a new car, or a vacation, having a set plan in place makes it easier and more likely that you’ll be able to achieve your goals.  We can discuss your goals and come up with a plan for getting out of debt, setting up a budget, and/or your savings plans.  Beyond setting up a plan we can also arrange for meetings with experienced financial planners for in depth planning with investments and personal daily money managers.

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Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

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Sales Tax Services

Sales Tax is something that should be very simple.  If you sell a product, you collect sales tax.  Unfortunately it’s a system that’s controlled by politicians, bureaucrats, and lobbyists. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Tax Preparation

While I enjoy working in all aspects of accounting, taxation is my real passion. Though I realize for most people it’s just a chore. I’m here to make this as painless of a process as possible. While I offer, and encourage, a free consultation with each return that I prepare, pick up and drop off services are also available. If you’re too sick or busy to come to my office, I can come to your home or office.

I’m available year round for work on:

  • Back Taxes
  • Sales and Use Tax
  • Quarterly estimated tax payments
  • Payroll

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Tax Planning

Taxes are something that people generally only think about once per year.  There are countless things that can happen during the year that will effect your taxes.  If something happens that involves money, it probably has some tax implications.  A tax planning session is a great way to get on top of your taxes early and make sure that you’re on the correct path for your goals.

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