Business Accounting and Bookkeeping - From an accurate business plan, to tax planning, to managing your
cash-flow, we help businesses create a road map for financial success. Your time is valuable - spend it on your
areas of strengths and interests. Let us partner with you to identify ways to increase your profits and to save
money.
Not interested or don't need a full-time accountant or bookkeeper? We can assist you by providing affordable and
accurate bookkeeping for your business. From this foundation, we can build your accurate financial statements and
will help you make key decisions for your business.
Please attend one of our PLAN TO WIN! Seminars to learn more about this important investment in your organization's
success.
Tax Returns - Your tax returns, both business or personal, involve many decisions. Depending on your decisions,
your tax liability will change. In order to make the most informed decisions, you will need information. Information
we can give you. We specialize in personal, corporate, partnership and LLC tax planning and returns. In order to
help you best, we recommend discussing tax issues throughout the year. |
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Attest Services - Is your business or non-profit organization required to have a compilation, review or audit performed?
We add value to our attestation clients through an experienced engagement team that works closely with your staff.
In addition to helping your organization meet its attest requirement, we frequently are able to alert you to opportunities
to improve your organization.
Pension Audits - Is your pension plan required to be audited annually? We have a specialization in retirement plan
audits. Did you know that the Department of Labor (DOL) is actively reviewing pension plan filings and the accounting
firms and companies performing those audits? Misfiling or failing to comply with the complex Employee Retirement
Income Security Act (ERISA) filing can result in fines. Having experienced auditors is a key resource in ensuring
your plan is compliant with DOL regulations. We would be happy to discuss how our experience can benefit you and
your plan. |
