Our clients consist primarily of closely-held businesses. These clients include a broad range of diversified businesses including manufacturers, construction, retail, wholesale distributors, motor carriers, warehousing, professional firms, real estate agencies and health care providers.
Our firm is a full service accounting and consulting firm with a wide range of expertise. We are a trusted effective business advisor. Our approach is to understand your business and focus on the key factors that make a difference. We provide a wide range of services that are inter-related. These services include:
ACCOUNTING AND FINANCIAL REPORTING -
Perform audits, reviews and compilations of financial statements. In addition we customize financial reporting to facilitate the needs of management, the company, financial institutions and other financial statement users.
INCOME TAX PLANNING AND PREPARATION -
Income tax planning and preparation of business and individual tax returns. Income tax planning services include strategic planning to minimize business and personal income tax liabilities.
PROFITABILITY ANALYSIS -
Consulting services to help the business analyze its operations and focus on the key issues which maximize profitability.
FRINGE BENEFIT PLANS -
Consulting services with regard to plan design and structure, preparation of regulatory filings with governmental agencies including the Internal Revenue Service and Department of Labor.
BUSINESS SUCCESSION AND RETIREMENT PLANNING -
Consulting services to assist you with the continuity of your family-owned business or your retirement. We assist clients in achieving their long-term goals.
COMPUTER APPLICATIONS -
Consulting services including evaluation of computer software and the implementation of computerized business information systems. Our services include recommending and implementation of low-end to mid-range accounting packages.
STRATEGIC CONSULTING -
Consulting services including strategic planning to meet estate planning, business and financial goals. These services include defining short and long-term goals, design a plan of action, assist in the execution of the plan and other general consulting services.
