| Accounting Services |
| Providing financial information to my clients in a timely and accurate manner is a commitment that I feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. I provide a full range of cost effective accounting services including the following:
*General ledger & financial statement preparation
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for new businesses
*Computerized payroll services
*Business tax return preparation
*Personal financial statements |
 |
| Audit Services |
| I view my role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance. |
|
| Reviews & Compilations |
| I view my role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. I provide financial reporting on two levels 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. I can assist you with the day-to-day tasks associated with bookkeeping. |
|
| Financial Statements |
| I 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 for management for making financial decisions. |
|
| Financial Forecasts & Projections |
| Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, I can assist you in achieving your company's financial goals. |
|
| Cash Flow & Budgeting Analysis |
| A business can be profitable and still run into trouble due to cash flow issues. I can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. |
|
| Tax Services |
| I prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. I provide my 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 & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business |
|
| Tax Planning & Preparation |
| Tax planning and preparation form a winning combination for my successful individual and business clients. Whether you are an individual or a multi-tiered partnership, I can develop tax strategies that take advantage of new tax laws and legislation. |
|
| IRS Representation |
| During my years of experience dealing with many taxing authorities, I have achieved a level of competence that can ensure my clients they are being properly represented before the various federal and state tax agencies. |
|
| Payroll Services |
| As a business grows, it must hire more employees, which can result in increased payroll administration. I can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. I can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. |
|
| Estate & 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. I can guide you through the complex process of getting your financial affairs in order. |
|
| Consulting Services |
| I gauge my worth by the personal and business successes of my clients. I 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, I provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which I provide consulting services:
*Accounting software selection and implementation
*Type of entity selection
*Buying/selling a business
*Computer systems
*Financial & retirement decisions
*Estate, trust & gift planning |
|
| Accounting Software Selection & 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 an accounting professional, I am exposed to most programs through trade journals and actual use. I can help you choose and implement the system that best fits your needs. |
|
| Computer Consulting |
| Whether you are contemplating the addition of new computer hardware or overhauling your network, I can assist you with many of the difficult decisions that must be made when designing your business' computer systems. |
|
| Pension & Profit Sharing Plans |
| Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. I can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. |
|
| 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. I 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. |
|
