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.