Business Areas:                
                            
 
 
 
 
 
 
 
 
 
 
 
 
Start-ups Services
 
Tax Planning, Consulting and Compliance Services

  • Help identify the appropriate legal entity, initial filings and elections to meet the goals and objectives of the company
  • Help the company structure its ownership and assist with agreements to optimize flexibility and assure that risks are well-matched with rewards
  • Provide proactive federal and multi-state tax planning and compliance assistance to minimize and defer tax costs
  • Help the company design a compensation plan to fit immediate and longer term goals of the company

Accounting and Audit Services

  • Design “best-fit” accounting systems to meet the needs of the business and simplify accounting procedures
  • Development and documentation of internal control procedures to help assure that assets are safe guarded and that you have the necessary controls over cash receipts and disbursements
  • Bookkeeping and accounting services to save you the cost of hiring a full-time accountant
  • Provide payroll processing services to streamline the time and effort associated with payroll and filing payroll tax returns
  • Provide audit, review and compilation of financial statements to meet the needs of the owners, lenders and regulatory bodies including employee benefit plan audits, non-profit audits and agreed upon procedures engagements

Financial Management Consulting Services

  • Provide temporary “controllership services” to ensure accurate and timely financial reporting
  • Provide cash management services including accounts receivable, inventory and accounts payable management services to maximize profitability and reduce external financing requirements
  • 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
  • Develop financial projections to assist with critical business decisions that have a significant impact on the company
  • Assist you and your staff in developing effective business plans that meet the financial needs of your company

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

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