Services Offered

Accounting and Auditing Services

• Compilation, Review, Audit
• Monthly, Quarterly and Annual Reports

Tax Compliance and Planning

• Personal,Corporate,Trust and Estate Tax Return Preparation
• Tax and Estate Planning/Reduction Strategies
• Merger/Acquisition Planning
• Tax Audit Representation

Business Consulting

• Strategic/Operations Planning
• Cost Reduction/Profit Improvement Plans
• Expansions, Goals, State Regulations
• Budgeting/Forecasting Systems
• Trend Analysis–Sales, Expenses, Cash Flow
• Comparative Analysis
• Preparation of Loan Proposals
• Cash Planning
• Exit Strategies

Cash Flow/Asset Management

• Improvement Programs
• Lease/Purchase Analysis
• Insurance Protection Analysis/Review

Financial Modeling

• “What-if”Analysis
• Early Warning Indicators
• Key Performance Indicators

Owner/Employee Benefit Programs

• Retirement Planning
• Profit Sharing/Pension Plans
• Section 125 (Cafeteria Plans)
• 401(k) Plans
• Key Employee Retention Plans

Computerizing Client Operations

• Microcomputer Accounting Systems
• Selection and Implementation

Litigation Support

• Research and Testimony
• Business Valuations
• Forensic Accounting
• Fraud Audits

Recruiting/Training

• Accounting and Management Positions

Computer Training