Service Offerings

We are very happy you have reached this point in your research of our firm!  While we dislike talking about ourselves, we are indeed very proud of our service offerings and “service” is key.  Following are just a few services we commonly provide:

• Income tax return preparation, both individual and business returns.  All states!
• Answering the phone whenever physically possible, with virtually instant access to any team member so long as they are not in a meeting or otherwise directly engaged with clients.
• Overseeing existing accounting personnel.
• Serve as your entire accounting department by providing bookkeeping, CFO, and Controllership services.
• Chart of accounts set up and/or review.
• General ledger review.
• Accounts payable and receivable.
• Tax code and GAAP research.
• Sales tax liability – determination of liability, reporting requirements, and satisfaction of obligations.
• Reconciliations.
• Deposits.
• Depreciation schedules.
• Job costing.
• Inventory management and implementation of strategic controls for improved efficiency, reliability, and reduced costs.
• Construction draws.
• Preparation of budgets and GAAP-compliant financial statements.
• Forecasting and pro-forma evaluations.
• Management of your own personnel’s duties, particularly any personnel related to your finances.
• Interface with auditors and tax agency representatives.
• Break even analysis and differential analysis.
• Cash management and implementation of controls for increased security and reduction of losses.
• Due diligence.
• Assistance with purchasing and selling a business, including acting as your agent so you can remain as anonymous as possible.
• Compilations.
• Limited IT services.  Please inquire for further details as such services are provided on a case-by-case basis.

Plus many more!