Services

Audit, Review and Compilation of Financial Statements

  • Governmental/Not for Profit, A-133 Audits
  • Special Purpose Audits
  • Forecasts Projections and Budgets
  • Reviews on Internal Accounting Controls
  • Concentration in Condominium and Homeowner's Associations
  • Construction, Manufacturing, Automobile and Professionals
  • Sarbanes-Oxley Assistance with Management Documentation and Testing

Consulting and Advisory Services

  • Selection and Installation of Computer Systems
  • QuickBooks Advisors
  • Planning and Monitoring of Budgets
  • Profit Enhancement
  • Litigation Support
  • Proforma Reports and Models
  • Feasibility Studies
  • Business Plans
  • Assistance in Buying and Selling Businesses

Computerized Accounting Services

  • Monthly/Quarterly Accounting and Financial Statement Preparation
  • General Ledger
  • Payroll Reporting
  • Trust Accounting

Personal Financial Planning

  • Setting Financial Goals
  • Planning for the Cost of Education
  • Retirement Planning
  • Estate Planning

Income Tax Planning and Reporting

  • Income and Estate Tax Planning
  • Tax Preparation - Individual, Business, Trust, and Estate

Other Services

  • IRS Problems - Offers in Compromise
  • Payroll Preparation
  • On-Site Bookkeeping