Business Services
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Small Business Accounting
Leave the Accounting to Us.
When you use our team of experienced tax and accounting professionals, you get all of the benefits of hiring an experienced financial executive without the added expense.
Whether we meet with you monthly, quarterly, or once a year, we help you take financial control of your business, enabling you to focus on your core business tasks and make informed decisions about your financial future.
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Bookkeeping Services
When You Leave the Bookkeeping to Us, You Can Focus on Growing Your Business
Accurate bookkeeping is essential to your company’s long-term viability. Experienced, affordable, and reliable, we serve a variety of industries and clients from self-employed home-based business owners to small and medium-size businesses with employees.
If you’re just starting a business, we’ll set up reporting and recordkeeping systems that make it easy for you to keep track of where your money is going. If you’ve been in business for a while, but need help cleaning up your books, we’ll work with you to streamline your bookkeeping systems and set up a system of checks and balances.
You’ll have more time to focus on running your business and generating more profits.
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Advisory Services
Business Planning Is the Foundation of Future Success
In today’s fast-paced, competitive world, many businesses face unprecedented challenges.
Maybe yours does too. If you agree, then chances are you’re spending more and more time on human resource issues, payroll tax compliance, and sales and use tax than you are on revenue-generating opportunities and planning for future growth.
If You Feel Like You're Spinning Your Wheels, We Can Help.
With years of proven expertise in business planning, we make sure that business owners like you have the information - and insights - they need to remain competitive and ensure financial stability for you and your loved ones for years to come.
We combine industry experience with time-tested solutions to develop a framework upon which to build your company’s success. Even better, when you leave the business planning to us, you can get back to doing what you enjoy and do best--running your business.
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Payroll
Cost-Effective Payroll Services for Your Business
If you own a small to medium-sized business with more than a few employees, you already know that payroll is complicated. It seems like every year a new piece of federal, state, or local legislation related to payroll is passed that you need to comply with.
If you’re just starting out, you may only have a few employees to worry about. You might be able to handle payroll on your own, but wouldn’t your time be better spent on developing new products or services for your business?
Outsourcing Your Payroll Is More Affordable Than You Think.
When you outsource your payroll responsibilities to us you get a dedicated payroll specialist who works with you throughout the entire payroll process. There’s no need for you to hire an in-house specialist or maintain a payroll system. We also stay on top of legislation affecting payroll compliance, so you don’t need to.
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Succession Planning
If you own a business, retirement isn't simply a matter of deciding not to go into the office anymore. You've got some critical questions to answer like...
"What happens to the business when you're no longer running it?" and
"Will you have enough money to retire?"
Most people are not comfortable discussing topics such as aging, death, and financial affairs.
Comfortable or not, succession planning should be a priority for any business. Developing and implementing a well-designed succession plan is essential to the survival of a business from one generation to the next.
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New Business Formation
Helping You Build the Foundation for a Successful Business
The decision to start a new business is an exciting one, but as every experienced business owner knows, there’s more to it than developing a product and hoping it sells. As an entrepreneur, you’re probably a "big picture" person with a vision. You'd rather not deal with nitty-gritty details like choosing a business entity, sales and payroll tax, or accounting systems that help you manage cash flow. The good news is that we're here to help you figure it out.
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Forensic Accounting
You've Got Questions - We Have Answers
If you’re considering our forensic accounting services, there’s probably a reason. You could be a victim of fraud, and we can help you find out if your suspicions are true.
A Fraud Investigation Team You Can Count On
Forensic accountants are more than just number crunchers. It takes a unique combination of skill, intuition, perseverance, diligence, and integrity to do what we do and to do it successfully. We’ll help you get to the bottom of complex financial matters.
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Cash Flow Management
As a business owner, I'm sure you agree. Everything is better when your cash-in exceeds your cash-out. A cash crisis can be emotionally devastating and it can even kill your business.
The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you. We can help you develop both short-term (weekly, monthly) cash flow projections to help you manage daily cash, and long-term (annual, 3-5 year) cash flow projections to help you develop the necessary capital strategy to meet your business needs.
We also prepare historical cash flow statements to help you gain an understanding about where all the money went.
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Internal Controls
Mitigating Risk and Protecting Your Business From Fraud
Every business faces risk, but with an effective system of internal control measures in place, that risk is mitigated.
Effective Internal Control Systems That Meet Your Business Needs.
As trained professionals, we have assisted many business owners in creating effective internal control systems to prevent employee fraud, ensure compliance with regulations, and make sure company policies and procedures are in place so that your business operations are effective and efficient. We offer recommendations in a report of findings that can be used to strengthen your internal control systems, and that reflect the needs of a particular business.