Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional. Be sure to visit Business Development Services section for a description of an exciting new service we are offering.


Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

*General ledger & financial statement preparation

*Bookkeeping (Monthly/Quarterly/Annual)

*Accounting system setup for new businesses

*Computerized payroll services

*Personal financial statements

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Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified team can assist you with the day-to-day tasks associated with bookkeeping.

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Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced team can assist you in achieving your company's financial goals.

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Forensic Accounting

We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

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Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

*Review - some analytical procedures conducted with limited assurance

*Compilation - based upon client information provided and used primarily for internal use.

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Consulting Services

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Business Succession Planning

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. In addition, we have professionals that are licensed to sell securities and we be able to assist you in the implementation of your plan.

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Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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Real Estate & Construction

Individual investors and large development companies alike are well positioned to benefit from the expert tax strategies and financial expertise that our tax professionals provide.

Unique challenges our firm will assist you with include:

  • Real estate cost segregation services
  • Tax deferred exchages
  • Maximizing Section 199 deduction
  • Choice of entity planning
  • Intra-family wealth transfers

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Other Services

Employee Benefit Plans

The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan.

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Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

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Tax Services

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

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Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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Miscellaneous

Business Development Services

We have invested significant resources gaining new skills and knowledge all directed at making your business more valuable. Here’s how we will work with you to develop the true potential of your greatest asset:

1. A preliminary assessment

To gauge the level of results you can expect from your business, we’ll ask you to complete a preliminary questionnaire. Using sophisticated software tools designed to identify your potential for profit improvement, we’re able to tell you just how much improvement you could expect using the techniques and resources available to us.

You will be considered for our business development process if your potential for improvement is significant, typically at least $100,000. Now before you think, “my business couldn’t improve by that much”, you can rest assured most businesses generate at least that much additional income by applying just some of the techniques we offer.

2. An initial consultation assures there’s a match

Here we present you with a summary of the improvement potential with your business. You see exactly what will be done and how we will approach improving your business and its return on your investment. When you decide to continue the process you receive your personal copy of your “Business Development Program”.

3. A more detailed investigation maps a course of action

Included in your Business Development Program is a more detailed “Business Development Questionnaire”. This gives you instant insights into the challenges you face and what needs to be done to positively deal with them. Because we have been trained to identify your strategic opportunities that come from the way you do business--called your business process--we will provide you with a documented analysis. This will help you start to see a course of action made all that much clearer by your next step.

4. Your strategic vision decided

Most business people have only a “hazy” vision for the future of their business. To really achieve improvement it’s all-important to turn that vision into a crystal clear picture. From there you can work back to where you are today, identifying all the strategies you need to implement your goals. We use a Planning Session for that process. At your Planning Session we take you through a structured review of the options for your future. Here you really start to see how the process comes together and why it’s just so important to develop your business even further right now.

5. A plan of ACTION will be devised

At this practice, we’ve found clients do better with “Action” plans rather than lengthy, heavily worded business plans. You’ll receive a result oriented action plan that’s easy to relate to and more importantly, easy to implement. This plan provides you with the basis for moving forward with your business development. With clearly defined goals and dates to achieve them by, you and your team have far more direction and far more likelihood for success.

6. Your customers often have all the answers

To really create a successful business you must know exactly what your customers want and interestingly, what they find frustrating when dealing with your business and others in your industry. That way, you can adopt strategies and business processes that make yours the specific business within your industry they prefer to deal with.

Addressing your customers’ issues gives you a great opportunity to create a competitive edge for your business, an edge that means you could for instance, move away from competing on price and continue to capture more and more customers. A “Customer Advisory Board” where we sit down with customers and listen to them in a special, structured way is a major key here and an invaluable way to add value to your business. We know precisely how to expertly facilitate yours, using a turn-key approach with selected customers to mine critical information.

7. Your team has even more answers

Your employees play a vital role in how well your business meets your customers’ expectations. Better yet, your team deals directly with customer issues on a day-to-day basis. Often, that means they have “hands on” insights you could benefit from. A “Team Advisory Board” (much like your Customer Advisory Board) generates strategies that drastically improve the process within your business. Further, we have protocols for working with your people to develop a customer service plan that directly answers the feedback you receive from customers and team members alike—instantly improving your business.

8. An entirely different kind of “audit”

At this firm we like to look at a business as a collection of people performing a wide range of activities or “processes”. How well these activities are completed ALWAYS determines the outcomes or results your business achieves. We find most businesses have not truly systemized their processes. The result being that those outcomes are often random and many business people are left feeling they lack real control. Improving business performance is fundamentally then about improving the key processes within your business. We use a system to analyze the processes that comprise your business and its activities and identify with you and your team which processes need to be re-designed for far better results.

9. Your key business processes – a system

From there we use a systematic methodology to document every element of your business and its processes working closely with you. This gives you a fully documented system that allows you greater control over your results by defining exactly how each process is to be completed. The effect on the productivity and profitability of your business is staggering. Another consequence is critical. The value of your business increases dramatically as your business moves more and more towards being a turn-key system – a system that produces expected results.

10. Your financial plan and new “KPI’s”

Imagine having a control panel on your desk, much like the dashboard of your car, with gauges and signals that tell you instantly how your business is traveling. Compare that to the hectic, reactive nature of most businesses, large or small.

Your Key Performance Indicators (KPI’s) and your Financial Plan offer that level of control for your business just like your dashboard. Called your “Management Control Plan”, these KPI’s and financial projections help you track your progress. They will tell you what is going on in all the key areas of your business and enable you to respond quickly to changes and new situations – that way generating optimal profits for you. We play an important role here; using exclusive software we track your Key Performance Indicators and your financial position with you. Its importance could be compared to watching your speedometer and fuel gauge when you’re on the road.

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Life Insurance Services

We can assist you in evaluating your life insurance needs or your existing inurance policies. We have professionals that are licensed to sell insurance and can assist you in finding the lowest cost to meet your life insurance needs.

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