MANAGEMENT SERVICES

BUSINESS PLANS

• Profitability planning-focusing on maximizing the bottom line

• Cost/benefit analysis-employing the "KISS" principle

• Business valuation and succession planning

• Pension and employee benefit planning, implementation, and monitoring

• Loan procurement, including loan and grant applications to various funding authorities

• Accounting system design and implementation

• Organization setup comparisons (Corporations C or S; Limited Liability Company; Partnership; Sole Proprietorship

• Compliance with State and Federal registration requirements

• Make versus Buy and Buy versus Lease decisions

CASH MANAGEMENT

• Cash management system design, implementation, and monitoring

COMPUTER SYSTEMS

• Computer utilization studies to maximize the potential of information at hand

• Computer system design, including consultation on computer hardware and various software applications

INTERNAL CONTROLS

• Review of internal control structures and procedures

LITIGATION SUPPORT

• Litigation support-serving as an "expert witness" (Mr. Huber is qualified as an expert witness in Dauphin and Cumberland counties)

MERGERS AND ACQUISITIONS

• Merger and acquisition planning

TAXES

• Financial projections, forecasts, budgets, and feasibility studies

TAX SERVICES

TAX PLANNING

• Business (Incorporated for unincorporated)

• Personal

• Estate and Trusts

• Pension and Welfare Benefit

TAX PREPARATION

• Federal-Income/Estate/Excise/Information

• State-Income/Estate, Multi-state and Exemption

(We maintain computerized forms of virtually every form in the nation)

TAX AUDIT AND APPEAL REPRESENTATION

• Federal

• State

MISCELLANEOUS TAX SERVICES

• Payroll

• Sales and Use-Planning/Compliance

• Excise

• Business Privilege

ACCOUNTING SERVICES

BOOKKEEPING

• Fully computerized bookkeeping and accounting functions including payroll preparation, as well as maintaining accounts payable, receivable, and general ledger information.

• Computerized 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 for 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.

AUDIT SERVICES

FINANCIAL AUDITS IN CONFORMITY WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP)

• Obtaining a bank loan

• Securing a SBA guarantee

• Attracting additional equity investors

• Going "public"

• Regulatory filings

• Bonding

• Cost Reports

EMPLOYEE BENEFIT PLANS

• Meeting DOL/IRS requirements

HUD AND FMHA

• Meeting regulatory financing requirements

SINGLE AUDITS IN ACCORDANCE WITH OMB CIRCULAR A-133

• Complying with regulatory agency requirements

• Obtaining a grant

SINGLE AUDITS IN ACCORDANCE WITH OMB CIRCULAR A-128

• Meeting government requirements