My firm has the resources, experience, and depth of knowledge to offer the following services to both businesses and individuals. I can deliver the services you need in an honest, professional, and cost-efficient manner.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability. My accounting services steer you closer to these goals with accurate recordkeeping and reporting as well as support on financial issues such as initial accounting system setup, cost containment, tax planning, investments, and employee benefit and profit sharing plans. I prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. I will also prepare custom financial reports for internal, managerial use.
Estate & Trust
Effective estate and trust planning can ensure financial security for loved ones. For business owners, providing for business continuity and succession of ownership is essential. My role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.
Compilations are usually requested for internal purposes and are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustment to accounting records. My firm provides professional compilation services to businesses of all sizes. I can quickly compile your financial records into meaningful GAAP-compliant financial statements.
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. My firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. I can deliver the services you need in a professional, fast, and cost-efficient manner.
Forecast & Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, I can assist you in achieving your company’s financial goals.
When it comes to paying employees, federal and state laws and their reporting requirements have made the payroll process a time consuming headache for the small business owner. My payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.
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. I can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business. My firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, I am fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
It is vital for any company to be structured properly to take best advantage of current tax laws and accounting systems. The choice of business entity, what accounting system to utilize, buy/sell agreements, and other crucial issues must be addressed for a company to be successful. I 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, I provide comprehensive, flexible strategies that address the issues affecting your business.
I can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. I provide comprehensive, flexible strategies that address the issues affecting your business.
Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. My firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables.
Financial institutions and business suppliers routinely require financial condition statements. Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analyses.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. I can review your current portfolio to maximize efficiency; I can also select and set up the best tax-advantaged retirement plan specific to your business (or for self-employed businesses). I can provide you with the appropriate Retirement plan that considers all of your needs and concerns. I will determine whether your resources are projected to be sufficient to fund the desired level of retirement.
Tax Planning & Prep
Tax planning and preparation form a winning combination for our successful individual and business clients. My firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, I can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, I offer full tax preparation and filing services for individuals and businesses.