Services provided to all industries

  • Tax preparation
  • Accounting & Bookkeeping
  • Outsourced CFO/controller
  • Tax planning
  • Cash flow analysis
  • Business & entity selection
  • QuickBooks support/training
  • Financial statement preparation
  • Compilation/review/audit of financial statements
  • Estate & Trust planning
  • IRS notice resolution
  • Succession planning
  • Projected financial statements
  • Uniform capitalization calculation
  • Technology consulting
Not-for-Profit

  • Fiscal audits
  • Compliance audits
  • Reviews
  • Agreed upon procedures
  • Review and implementation of fiscal practices and internal controls
  • Financial statement preparation and analysis
  • Monthly, quarterly, and annual accounting services
  • Filing of year-end information returns
Choice Schools

  • Financial information report
  • Fiscal practice examination
  • Pupil enrollment audits
Manufacturers

  • Budgeting
  • Inventory management
  • Production analysis
  • Internal control evaluation
  • Department reporting
  • Setting overhead rates & overhead analysis
Retail/Wholesale

  • Inventory management
  • Nexus determination / state & local taxes (SALT)
  • Internal control evaluation
Automobile dealers

  • LIFO calculation
  • Analysis of internal financial statements
  • Internal control evaluation
401k/Retirement Plan

  • Preparation of 5500
  • Audit of plan
  • Plan compliance review