Business Areas:                
                            
 
 
 
 
 
 
 
 
 
 
 
 
Emerging Business Services
 
Tax Planning, Consulting and Compliance Services

  • Provide proactive federal and multi-state tax planning and compliance assistance to minimize and/or defer tax costs
  • Help protect and maximize investments by working with you to select and structure appropriate shareholder agreements, buy/sell agreements and retirement plans
  • Help the company plan for its future by providing assistance in positioning for growth opportunities such acquisitions, mergers, or a possible sale of the company

Accounting and Audit Services

  • Development, enhancement and documentation of internal control procedures to help assure that assets are safeguarded and that you have the necessary controls over cash receipts and disbursements
  • Provide audit, review and compilation of financial statement to meet the needs of the owners, lenders and regulatory bodies including employee benefit plan audits, non-profit audits and agreed upon procedures engagements
  • Provide assistance in determining the financial viability of potential acquisitions to increase the probability of success
  • Provide payroll processing services to streamline the time and effort associated with payroll and filing payroll tax returns

Financial Management Consulting Services

  • Provide temporary “controllership services” to ensure accurate and timely financial reporting and manage the existing accounting staff
  • Provide debt and equity financing assistance including needs assessments, preparation of financial lender information, sourcing of financial institutions, terms negotiation, etc. to streamline the process and improve overall results
  • Assist in developing financial projections to assist with critical business decisions that have a significant impact on the company
  • Conduct lease versus buy analysis to assist with the acquisition of equipment or real estate to optimize your financial position and minimize your tax consequences
  • Assist in developing performance measurements to enhance the profitability of the company
  • Provide strategic planning services through our affiliates

Information Technology Services

  • Recommendations and selection of system software and hardware to meet your business needs
  • Design of procedures, flow of transactional data and design of reports and data requirements to effectively run the business
  • Software design, development and implementation to assure a smooth and efficient process
  • Web Hosting and training of personnel to run the systems
  • Provide periodic audits to ensure that all critical systems are functioning properly and that information is received in a timely manner

Business and Asset Valuation Services

  • Assist with evaluating potential opportunities such as mergers and acquisitions, sale of a business, divestitures, liquidations, split-ups or spin-offs, franchise valuations, etc. to maximize value for our clients
  • Assist with lease/buy and/or buy/sell decisions to assure all of the important factors are considered in management decisions
  • Assist with litigation support in such areas as economic loss analysis, eminent domain, divorce, partner disputes, wrongful death, dissenting shareholder actions or disruption of business to establish fair value
  • Provide valuation support for multiple business related issues to include adequacy of life insurance, bankruptcy or foreclosure, charitable contributions, employee stock ownership plans, estate and gift taxes, incentive stock option programs, gifting programs and more to meet the needs of our clients

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