Our group provides a wide range of services to individuals and businesses in a variety of industries and in various states. At our firm, we strive to meet each client’s specific and personalized needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
Businesses rely on well-organized and accurate financial records in order to maintain profitability and ensure that operations will run more efficiently on a daily basis. Our Group helps your business get closer to these goals with accurate record keeping and support on financial issues by offering these services:
- General Ledger & Financial Statement preparation
- Bookkeeping (monthly, quarterly, and annual)
- Accounting system setup and support for new businesses
- Computerized payroll services
- Cash flow budgeting and forecasting
- Personal financial statements
- Business tax return preparation (Sales & Use tax and Personal Property tax)
- Litigation support
Accurate record-keeping is essential to a successful business. Our Group can assist you with the organization and day-to-day bookkeeping in order to produce accurate records. Good financial data will assist you in making the best business decisions and guide you to a successful operation.
Business Succession Planning
It is the process of creating and implementing a plan to replace yourself or other key leaders in your organizations in the event of retirement or unforeseen circumstances such as death or disability. Our Group can help you solve the complex issues of business continuation and assist you in developing a strategically sound plan.
Cash Flow and Budgeting Analysis
Good cash management can improve your company’s liquidity, reduce costs, and increase profitability. Our Group can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. Cash flow is something that can make or break the business’ ability to survive. We can help you analyze your spending and re-balance your budget and/or debts for an optimal cash flow to support your business’ success. This balance plan should be revisited periodically and revised when there are any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.
Debt and Finance Advising
Whether your needs are corporate or personal, our Group’s financial consultant can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid.
Entity Selection and Restructuring
Choosing the form of business entity (e.g. “S” corporation, sole proprietor, Limited Liability Company, etc.) has a large impact on your taxes and other liabilities. Our Group can advise you on choosing an entity type and later restructuring if advantageous.
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can reduce or eliminate the tax due on the transfer of your business and other assets. Our Group‘s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.
Financial and Retirement Planning
Our Group’s mission is to help you reach your financial goals and maintain financial independence throughout a comfortable retirement. We can guide you through tough decision-making processes, such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. We can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
Financial Projections and Forecasts
Our group can help you plan for the future of your business by combining its expertise and experience with its understanding of your organization to produce financial projections that can help you manage your buniness plan and spending. Forecasting for the future is imperative to your company’s success.
Our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can erase many of your worries.
Our Group 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
Quickbooks Accounting Help and Assistance
QuickBooks can provide useful and timely information in the form of financial statements and reports. However, it can only provide this information if you purchase the right product and then install, setup, and use it properly. We don’t just help you choose the software, we help you use it more efficiently and more effectively.
Our Group offers the following solutions to help meet your QuickBooks needs:
We train you personally! Either one-on-one or several individuals within your organization at your company’s location.
We install QuickBooks on your stand-alone computer or in a network environment, in either single- or multi-user mode.
We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking, and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Our QuickBooks support service can assist you with any installation, setup, or operation assistance you might need. In addition, it is not limited to just software, but also includes accounting and payroll assistance.
Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review their transactions, accounts, and reports. This review ensures that you receive timely, relevant, and reliable financial information. We also inform you of any corrections, adjustments, or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business.
Sales Tax Services
Our Group can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. We also remain up-to-date with the changing sales tax rules and regulations.
Tax planning is an essential element of the tax preparation process. Our experienced Group will alert you to new developments in the tax laws that will help you to minimize both your current and future tax liabilities.
Our computerized software enables us to accurately and efficiently prepare federal tax returns for various types of entities including individuals, corporations, partnerships, trusts, estates, non-profit organizations, and employee benefit plans. We can also prepare any requested state tax returns for any and all 50 states.