Outlined below are details of the services we provide. If you have any questions about these services, please contact us for more information. Management Services

• Business Plans
  
  • Profitability planning
  • Cost/benefit analysis
  • Business valuation and succession planning
  • Pension and employee benefit planning, implementation and monitoring
  • Loan procurement, including loan and grant applications to various funding authorities
• Cash Management system design, implementation and monitoring
• Computer Systems—accounting system design and implementation
• Internal Controls—review, creation of procedures and implementation
• Litigation Support
• Mergers & Acquisitions
• Taxes—financial projections, forecasts, budgets and feasibility studies

Tax Services

• Tax Planning
  
  • Business
  • Personal
  • Estate and Trusts
  • Pension and Welfare Benefit
• Tax Preparation
  
  • Federal—Income/Estate/Excise/Information
  • State—Income/Estate/Multi-State and Exemption
• Tax Audit & Appeal Representation (Federal and State)
• Miscellaneous Tax Services
  
  • Payroll
  • Sales and Use—Planning/Compliance
  • Excise
  • Business Privilege

Audit Services

• Financial audits in conformity with Generally Accepted Accounting Principles (GAAP) for:
  
  • Obtaining a bank loan
  • Securing a SBA guarantee
  • Attracting additional equity investors
  • Going "public"
  • Regulatory filings
  • Bonding
  • Cost Reports
• Single Audits in Accordance with OMB Circular A-133

Accounting Services

• Bookkeeping
  
  • Fully computerized accounting functions including payroll preparation, maintaining accounts payable, receivable, and general ledger information.
  • Financial statement preparation on intervals defined by the client. Formats include budget versus actual, previous year to actual, summarized and detail reporting. All compiled or reviewed financial statements are supported by a detailed general ledger for easy reference.
  • Support and generalized assistance to your staff in compiling, reviewing or reporting on financial information.
• Controller Functions
  
  • All of the bookkeeping services plus cash receipts/management, disbursement processing, invoicing, tax filing and consultations.