Summary of services

Click any of the below links for more information.

 

Financial Statements

We can prepare or assist in the preparation of your financial statements in accordance with generally accepted accounting principles. Financial statements comprise of at least the following documents:

  • Balance Sheet
  • Statement of Revenues and Expenses
  • Statement of Cash Flows
  • Notes to the Statements (explanatory notes and disclosures)

Financial statements are frequently required by financial institutions, government agencies, interested third parties, and most importantly, by a company's management to assist in ascertaining the health of the organization.

Business Setup

Before you start your business, you need to determine which form of organization is best for your unique set of circumstances:

  • We will help you determine the most appropriate form of organization – LLC, corporation, S corporation, or partnership, from both a business and tax point of view.
  • We create the organizational documents – Articles, By-Laws, Operating Agreements.
  • We file relevant documents with Federal and state agencies.
  • We design and install an accounting system most appropriate to your type of business.
  • We provide training so that you or your staff can maintain the accounting system.
  • We assist you in planning your business activities - product/service pricing, budgeting, cash flow forecasting.
  • We provide tax planning to minimize tax liabilities.
  • We monitor your performance throughout the year to ensure that variances from your projected results are identified quickly and corrective action taken.

 

Government Contracting

Our firm operates under the following North American Industry Classification System (NAICS) codes:

Service Code
   Accounting Services 541219
   Management Consulting 541611
   Management Services 561110
   Business Consulting Services 541618
   Tax Return Preparation 541213
   Computer Processing and Data Preparation  541511
   Information Retrieval Service  514191
   Computer Related Services (Not Elsewhere Classified)   541512
   Business Services (Not Elsewhere Classified) 561990

General Accounting

We offer guidance in maintaining your accounting information to best monitor the performance of your business as well as make profitable business decisions. Alternatively, we can maintain this information for you and provide you with complete reports, thereby relieving you of the work and staffing required to generate such vital data. Our associates can prepare your financial statements, setup your accounting records on your computer, or process your day-to-day transactions.

Payroll Services

Payroll processing and reporting can be a cumbersome burden for any company. As certified public accountants, we relieve you of that burden by handling all aspects of generating the payroll and preparing all of the reports required by federal, state, and local governments.

Tax Services

Every successful business needs a CPA to balance the requirements of tax compliance with the ingenuity of innovative tax planning, tax reporting, and tax representation before the Internal Revenue Service (IRS) and other taxing authorities. Our professionals are ready, willing, and able to apply our expertise to your unique situation. We provide these services to individuals, partnerships, corporations, non-profit organizations, estates, and trusts.

Financial Planning

We provide you with tools to assess your financial position, to interpret and add value to a wide range of financial information, and to apply techniques that will help improve your net worth.

Services to Government Contractors

Government contractors have special needs, such as accurately preparing cost proposals that capture all projected costs and prices the products and services accurately; preparing incurred cost submissions for government compliance agencies; ensuring that the accounting system accumulates costs appropriately and segregates allowable from un-allowable costs; etc.  Our professionals will assist you in complying with DCAA requirements, FAR standards and the mandates of your government contracts.

Management Consulting

We offer advice to organizations on management, performance and efficient operational issues. We have helped clients in areas such as business startup, loan packaging, business structuring, organization formation, creation of articles and other documents, business plans, loan packaging, budgeting, and strategic forecasting.