Tax Services Accounting Department Outsourcing
Accounting Systems Personal Financial Planning
Audit Services Pension/Profit Sharing Services
Financial Statements Computer Services
Management Services and Business Advice Forecast and Budgeting

Tax Services

Tax Projections and Planning
Tax Return Preparation
LIFO Inventory Calculations
Representation Before IRS
Estates and Trusts

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Accounting Systems

Preparation of Daily, Weekly, and Monthly Checklist for Accounting Procedures
Preparation and Documentation of Accounting Procedures Manual
Preparation of Monthly Routine and Backup Procedures for Internal Accounting Staff

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Audit Services

Perform Audit Procedures
Audited Financial Statements
Identify Weaknesses in Controls
Letter to Management Regarding Audit Conclusion and Recommendations

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Financial Statements

Preparation of Financial Statements
Analytical Review of Financial Statements
Updating of General Ledger Information from Journals
Updating of Fixed Asset and Depreciation Schedules

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Management Services and Business Advice

Preparation of Business Plan in Connection with Acquisition or Expansion Financing
Assist in Negotiations to Acquire or Sell Business
Operations Audit
Advisors to the Officers and Board of Directors of Growing Businesses
Analysis of Most Advantageous Form of Doing Business; Proprietorship, Partnership, Regular Corporations, LLC, S Corp., Etc.
Business Valuations

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Accounting Department Outsourcing

Bookkeeping Services
Support for Clients Accounting Department
Maintaining General Ledger
Maintain Accounts Receivable Ledgers
Maintain Accounts Payable
Prepare Weekly Accounting Reports
Cash Disbursements
Monthly Financial Statements
Bank Reconciliations

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Estate and Retirement Planning

Estate Planning
Retirement Planning
Family Business Continuation Planning
Trust Planning

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Pension and Profit Sharing Plans Services

Outline of Cost Versus Benefit of a Pension or Profit Sharing Plan
Review Tax Saving Alternatives
Assistance in Selecting Between Alternative Benefits
Annual Accounting of Balances
Preparation of Annual Returns
Preparation of Employee Question and Answer Memorandums

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Computer Services

Perform Computer Needs Analysis
Assistance in Selection of Computer Hardware and Software
Training on Accounting Software

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Forecast and Budgeting

Profit Planning
Preparation of Detailed Monthly Budget with Supporting Documentation
Preparation of Three to Five Year Financial Projections
Training and Support for Preparing Projections

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