Accounting Services & QuickBooks™ Assistance

Every business needs accurate, insightful financial information to be profitable and pursue new opportunities. Rely on us for accurate recordkeeping and reporting as well as support on initial accounting system setup, cost containment, tax planning and investments. We can support your employee benefit and profit-sharing plan needs as well.

Our accounting services include:

• General ledger and financial statement preparation
• Bookkeeping (Monthly, quarterly, or annual)
• Accounting system setup and support
• Payroll processing
• Cash flow budgeting and forecasting
• Personal financial statements
• Employee benefit and profit-sharing plans
• Corporate tax planning and return preparation
• Litigation support

Assurance and Advisory Services

We focus on assuring the solidity of financial records, evaluating financial procedures and working to produce strategies. That helps our clients control costs, increase efficiency and implement new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax laws.

Turn to us for:

  • Reviews and compilations
  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Business valuations
  • Financial projections and forecasts
  • Debt and finances advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it helps maintain a smooth succession of ownership. We guide you through the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. We can advise you on choosing which entity type is right for you and restructure it later if it is advantageous to do so.

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