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Tax Management Services |
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Accounting Services |
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Assurance and Advisory Services |
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Audits, Reviews, and Compilation |
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IRS Representation |
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Entity Selection and Restructuring |
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Payroll Services |
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Accounting Software Selection, Implementation, and Support |
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Bookkeeping/Write-up |
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Cash Flow and Budgeting Analysis |
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Financial Projections and Forecasts |
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Tax Management Services |
| We guide our clients through a full
range of tax planning and preparation decisions with strategies that minimize your tax
liabilities. Our expertise, experience, analysis and thorough research allow us to optimize
financial opportunities to be found in existing as well as recently altered tax laws. I pride myself on meeting with clients before year-end to optimize the tax benefits for the year. |
Accounting Services |
From start-ups to established enterprises,
businesses rely on accurate and insightful financial information in order to maintain profitability
and capitalize on new opportunities. My accounting services steer you closer to these goals with
accurate record-keeping and reporting as well as support on financial issues such as initial
accounting system setup, cost-containment, tax planning, investments,
These services include but are not limited to:
- General ledger
and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting
system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Personal
financial statements
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- Corporate tax planning and
return preparation
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Assurance and Advisory Services |
I focus on building close client relationships
that add long-term value. This includes assuring the solidity of financial records, evaluating
financial procedures and working to produce strategies that help my clients face the myriad challenges
of business planning and execution. My clients benefit from objective analysis to assist in controlling
costs, increasing efficiency, and implementing new technologies and procedures that take advantage of
changes in the marketplace, accounting standards, and tax law.
These services include but are
not limited to:
- Audits, reviews, and compilations
- Entity selection and restructuring
- Accounting software selection, implementation, and support
- Financial projections and forecasts
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Audits, Reviews, and Compilation |
My financial statement services comprise
all three levels of assurance depending on your company’s needs.
- Audits offer
the highest level of assurance to third parties, and include in-depth examination and confirmation
of account balances, inventories, and selected transactions.
- Reviews provide limited
assurance to outside interests and involve inquiries and analytical procedures that confirm financial
statement matters and identify any items requiring further analysis.
- Compilations are
usually requested for internal purposes and are based upon information provided by a company’s
management. They do not offer assurance but may involve some adjustment to accounting records. |
IRS Representation |
| Professional representation can be vital during an audit,
and my experience with tax authorities enables us to guide clients in their dealings with federal
and state agencies. |
Entity Selection and Restructuring |
| Your business entity has a large impact on your taxes
and other liabilities. From your company’s inception through its growth and development, I can advise
you on choosing an entity type and later restructuring if advantageous. |
Payroll Services |
| My payroll services can help you reduce the time spent
on administration through developing and implementing a computerized payroll system that will facilitate
processing, timely payment and preparation of tax returns. |
Accounting Software Selection, Implementation, and Support |
| Choosing and implementing a new accounting software
system can be a challenging undertaking. My experience with various packages currently on the market
as well as awareness of new products allow us to aid you in choosing and implementing a system that
will suit your company’s needs. Training and support will ensure minimal disruption of your everyday
business processes. |
Bookkeeping/Write-up |
| Accurate record-keeping is essential to a successful
business yet can also be complicated and time consuming. I can help you with the organization and
day-to-day tasks of bookkeeping so that you can focus on your core business. |
Cash Flow and Budgeting Analysis |
| Good cash management can improve a company’s liquidity,
reduce costs, and increase profitability. I can help you maintain optimal cash flow levels by tracking
sources and uses, forecasting, and budgeting accordingly. |
Financial Projections and Forecasts |
| No one can predict the future perfectly, but we can
all benefit from planning for it. Our firm combines expertise and experience with a gained understanding
of your business to produce financial projections that can help you manage your business plan and spending.
Depending on your needs, my work can range from top-level reports to detailed financial models. |
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