For Businesses

Audit and Attestation – A full range of audit and attestation services:

  • Financial statement audits
  • Financial statement reviews
  • Financial statement compilations
  • Specialized reporting and agreed upon procedures

Accounting and Bookkeeping – A complete range of services to support
your day-to-day financial operations:

  • Management and analysis of receivables, payables, and payroll
  • General journal and subsidiary ledger maintenance
  • Bank statement reconciliation
  • Preparation of custom financial reports for internal managerial use
  • QuickBooks setup, training, and support from a QuickBooks-certified advisor

Tax Services – A full range of tax planning and compliance services:

  • Year-round planning help to minimize your total tax burden
  • Preparation of federal, state, and local tax returns, partnerships,
    S-corporations, C-corporations
  • Representation and negotiation services with federal and state taxing authorities

Business Operations Consulting – A wide range of consulting services to help you improve business operations, boost efficiency, and increase your bottom line:

  • Help selecting the accounting software that’s right for you and learning how to use it effectively
  • Cash flow and budgeting analysis that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables

Financial Forecasting – Complete forecasting services, including pro forma projections and custom “What if?” scenarios to
help you plan for the unexpected


Business Succession Planning – Expert advice regarding the different courses of action you can take to ensure that your business will continue and that your heirs and business associates will be well protected


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