Financial statement services include all three levels of assurance depending on your company’s needs.

Audits

Audits offer the highest level of assurance and include in-depth examination of an organization’s financial records to ensure they are accurate and comply with accounting standards.

Reviews

Reviews provide limited assurance by analyzing financial statement data to evaluate an organization’s financial health and performance.

Compilations

Compilations offer no level of assurance and are based upon information provided by the company’s management.

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recent tax law changes.

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software, we help you use it more efficiently and more effectively.

We offer the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company’s location.

Setup

We assist new QuickBooks users with initial setup. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one’s estate to avoid complications and be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and bookkeeping tasks so you can focus on your core business.

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. 

Choosing and administering benefit plans for your employees is often a complex process. We can help you select the appropriate retirement or profit sharing plan with an eye toward rewarding your employees and reaching your company’s financial and business goals. We can help maximize tax advantages in implementing these plans. We also offer 401k, ESOP and benefit plan audits.

Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.