Business Services

Accounting is more than financial statements and tax preparation. We fully understand our clients' businesses and serve as active members of their management team.

Our goal is to help you reduce the risks involved in making critical decisions for your organization, thereby enhancing business operations and improving profitability.

Some of the services we provide to businesses include:

• Supervision of monthly closings and annual reportings
• Design and implementation of financial systems
• Conversion of financial systems to computer
• Preparation of financial statements and analysis of financial results
• Responding to inquiries from state and Federal agencies
• Training and supervision of accounting staff
• Preparation of budgets
• Obtaining of financing
• Administration of benefits, insurance, and retirement plans
• Information systems audits and development

The following is a representative sample of the various industries we service:

• Construction
• Distribution and Brokering
• Food and Hospitality Services
• Franchises
• High Technology
• Insurance Agencies
• Lumber Retail
• Manufacturers
• Non-Profit Organizations
• Physicians, Dentists and Medical Groups
• Professional Practices
• Real Estate (Developers, Syndicators and Agents)
• Restaurants
• Retailers
• Service Businesses
• Wholesale

Personal Services

Some of the services we provide to individuals and families include

• Personal financial planning
• Income tax preparation and filing
• Estate tax planning and filing
• Personal financial software training
• FAFSA (Free Application for Federal Student Aid) preparation and submission

 

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