Client Services
Our firm offers a wide range of traditional tax and accounting services to our individual and business clients. The size of firm means our clients benefit from personalized, quality service tailored to their specific situation. Below we have listed the services that we offer to our clients along with a brief description. We understand that if your accountant is not a savings, your accountant is just a cost. We strive to be a cost effective solution to providing you with the financial information you need to run your business while helping you find ways to keep more of what you earn.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

General ledger & financial statement preparation

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency.  We provide financial reporting on all three levels of assurance:

  • Audit – an intensive examination with the highest level of assurance
  • Review – some analytical procedures conducted with limited assurance
  • Compilation – based upon client information provided and used primarily for internal use.

Bookkeeping (Monthly/Quarterly/Annually)

Bank reconciliations

Accounting system setup for new businesses (e.g. QuickBooks and Peachtree)

Computerized payroll services

Personal financial statements

Many banks require borrowers to provide compiled or reviewed personal financial statements.  We can help you comply by preparing the statements in accordance with our professional standards.

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Consulting Services

Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and work with you to develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

Accounting software selection and implementation (e.g. QuickBooks and Peachtree)

Choosing the right accounting software and implementing it properly is vital to the success of many businesses.  We can help in the selection and setup of your system.  We will begin the process by understanding what type of information you want to have available to you and how you want to use it. 

Type of entity selection

Choosing the form of entity of your business (e.g. corporation (S or C), sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Business valuations

There are many reasons that a business may need valued and the result can vary dramatically.  We can help you place the appropriate value on your business for buy/sell purposes, estate and gift planning purposes, divorce or any other reason.

Buying/selling a business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations. 

Business succession planning

It is important to plan for the success of your business when you dispose of your ownership.  The future success usually impacts the amount you are able to realize upon its sale.  Planning for that succession shouldn’t be taken lightly.  Let us help you formulate a plan that makes sense for your long-term benefit.

Assistance with budgeting and business planning

A business can be profitable and still run into trouble due to cash flow issues.  We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Computer systems

While we are not computer programmers or software vendors, we can assist you in the selection and implementation of your nonaccounting software.  All information in a business somehow relates to the financial statements.  We can help you assess the best way to get nonfinancial information properly reflected in your financial statements.  We can also provide guidance on software interface projects to streamline your systems to be as efficient and accurate as possible.

Financial & retirement decisions

A primary reason for owning your own business is to provide for financial freedom, both while you are working and after retirement.  We can help you create a path to that financial freedom and navigate the problems and opportunities you face. 

Employee benefit and retirement plans

The laws governing the amounts that may be contributed to tax qualified retirement and health and welfare benefit plans are constantly changing.  We can help you continue to maximize the benefit of these tax provisions for you, your employees and family.

Estate, trust & gift planning

Building wealth is a life-long process for most people.  Keeping that wealth and distributing it the way you want it distributed can be a complex process.  We can assist you with those decisions so that you maximize your return during and after your lifetime.

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Tax Services

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. Tax laws are very complex and ever changing.  By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

Tax planning & return preparation (including all states)

    - Individuals
    - Corporations
    - Partnerships
    - LLCs/LLPs
    - Estates, trusts & gift
    - Not-for-profit organizations

Taxing authority representation

    Dealing with the Internal Revenue Service, your state department of revenue or a local taxing authority can be intimidating if you don’t do it on a regular basis.  Failing to properly communicate with them, providing misinformation or missing deadlines can be very costly.  We can take this burden away from you by representing your interests in a professional manner.

Sales and use tax return preparation

    Many of our clients are responsible for collecting and submitting sales taxes in many different jurisdictions.  We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. 

Business property tax return preparation

    Property taxes have become very costly.  Not providing the local taxing districts with the correct information may prove to be even more costly.  Let us help you minimize your property tax burden by properly reporting all of your assets and taking advantage of all available credits and deductions.

Tax effects of buying/selling a business

Buying and selling businesses can be very complex and handling these transactions improperly can be very costly.  Most people involved in these transactions may only be involved once in a lifetime.  It is important to let the appropriate people guide you.  We can bring our team of professional advisors together to help you make the right decisions.

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Other Services

Other Services

Due to our diverse client base and many years of experience, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in a variety of areas. As a result, we are able to provide guidance in many areas outside of your bookkeeping function. We can share lessons from real life experiences to help you avoid mistakes made by others and to leverage successes realized by others where possible. We will not share any confidential information from any of our clients, but we will still be able use the lessons learned to provide better advice to all of our clients.

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