Accounting Department Data Recovery Accounting Department Management Accounting Services Accounting Software Selection and Implementation Analysis and Design of Compensation Programs Audits, Reviews and Compilations Bookkeeping / Write-Up Budget Development Business Consulting Business Entity Selection Business Succession Planning Buying and Selling a Business Cash Flow and Budgeting Analysis Consulting Services Estate and Trust Tax Preparation Estate Planning Expert Witness Services Financial Forecasts and Projections Financial Planning Financial Statements International Taxation Interview and Screening for Potential Employees Investment Review IRS Representation Litigation Support Management Advisory Services Mergers and Acquisitions Payroll Processing Rent-A-Controller Retirement Planning Sales Tax Services Tax Planning and Preparation Tax Services  Traveling Bookkeepers In business for well over 20 years, with combined professional staff experience of more than 100 years, our firm is qualified to offer a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list above is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we work with many highly qualified professionals, and would be happy to offer you referrals to them, or work with your existing advisors (legal, investments, etc.).

Accounting Department Data Recovery  We can help you recover financial data after an electronic crisis, or a sudden and unexpected change in your staff. Accounting Department Management  We provide you with the information and tools you as a business owner need to effectively manage an accounting department if those skills are not already in your "tool box". Accounting Services  Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised.  Meaningful, well-organized financial records ensure that your business operation will run more efficiently on a daily basis.  Our firm provides a full range of cost effective accounting services including: *General ledger and financial statement preparation *Bookkeeping (monthly/quarterly/annual) *Accounting system setup for new businesses *Computerized payroll services *Business tax return preparation (sales and use/business property) *Personal financial statements *Litigation support Accounting Software Selection and Implementation  With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult.  As accounting professionals, we are exposed to most programs through trade journals and actual use.  Our experienced staff can help you choose and implement the system that best fits your needs. Analysis and Design of Compensation Programs  We can help you design compensation programs to help motivate employees from all departments. Audits, Reviews and Compilations  We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency.  We provide financial reporting on all three levels of assurance: *Audit - an intensive examination wit the highest level of assurance *Review - some analytical procedures conducted with limited assurance *Compilation - based upon client information provided and used primarily for internal use. Bookkeeping/Write-Up  Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business.  Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. Budget Development   In this ever changing business environment no one should be operating without a budget.  We can help develop one for your business to insure that you have adequate cash flow for all your business decisions. Business Consulting  We gauge our worth by the personal and business successes of our clients.  We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.  In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.   Business Entity Selection  Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company...) is a crucial decision that can have longstanding tax implications, positive or negative.  We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. Business Succession Planning  Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company...) is a crucial decision that can have longstanding tax implications, positive or negative.  We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. Buying and Selling a Business  Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business.  Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations. Cash Flow and Budgeting Analysis  A business can be profitable and still run into trouble due to cash flow issues.  We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. Consulting Services  We gauge our worth by the personal and business successes of our clients.  We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.  In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.  The following are just a few of the areas in which we provide consulting services: *Accounting software selection and implementation *Type of entity selection *Business valuations *Buying/selling a business *Computer systems *Financial and retirement decisions *Estate, trust and gift planning Estate and Trust Tax Preparation  Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.  For business owners, providing for business continuity and succession of ownership is essential.  We can guide you through the complex process of getting your financial affairs in order. Estate Planning  Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.  For business owners, providing for business continuity and succession of ownership is essential.  We can guide you through the complex process of getting your financial affairs in order. Expert Witness Services  Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court.  Our level of competence allows us the opportunity to function as expert witnesses in such cases. Financial Forecasts and Projections  Forecasting is a necessity when trying to effectively manage and lead a business to profitability.  From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals. Financial Planning  A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life.  Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. Financial Statements  We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them.  The financial statements produced can be a useful tool to management for making financial decisions. International Taxation  Our experience with the taxation of U.S. residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation. Interview and Screening for Potential Employees  We have standard testing procedures we can use to help you know if a potential candidate has the skills necessary to handle the position you are looking to fill. Investment Review  As you develop your investment strategy, we will act as your sounding board.  We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return. IRS Representation  During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients that they are being properly represented before the various federal and state tax agencies. Litigation Support  Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques.  We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages. Management Advisory Services  Even the most qualified managers can benefit from competent, objective feedback.  We can help your company's management team develop long term objectives and specific strategies to facilitate your business's future growth and success. Mergers and Acquisitions  Finding the right business partner for your company can be a difficult task.  We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations. Payroll Processing  We can prepare and process your payroll checks on a weekly, monthly, or quarterly basis, as well as the preparation of all required tax and information returns. Rent-A-Controller  We provide CPA/Controller level expertise to you on a short term basis to assist with special projects, or until staffing issues are resolved, so that you face no "down-time" in your accounting operations. Retirement Planning  Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. Sales Tax Services  Many of our clients are responcible for collecting and submitting sales taxes in many different vicinities.  We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. Tax Planning and Preparation  Tax planning and preparation form a winning combination for our successful individual and business clients.  Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.    Tax Services  We prefer to take a proactive vs. reactive approach to tax services.  By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.  We provide out individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.  Tax services offered include, but are not limited to: *Tax planning and return preparation - individuals - corporations - partnerships - LLCs/LLPs - estates, trusts and gift - not-for-profit organizations *Taxing authority representation *Divorce and support issues *Tax effects of buying/selling a business  Traveling Bookkeepers  We provide bookkeepers trained by us for both long and short term assignment in your business.