Accounting Services and 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 Planning, 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 on 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.

Computer Consulting

It’s important that your business keep up with advancing technology. We can audit your system competencies and gauge upgrade needs as well as make recommendations on new hardware or network systems. As experts in this field, we can resolve your computer problems and ensure the solution fits your budget.

Cash Flow and Budgeting Analysis

Good cash management can improve a company’s liquidity, reduce costs and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. Let us help you analyze your spending, re-balance your budget and structure a plan for optimal cash flow. With our guidance, you will always be on top of your finances and ready for the future.

Business Valuation

Whether you want to identify what drives the value of your company or another that you have an interest in following, our experience will be beneficial. This knowledge is highly useful for estate planning and compliance, buying and selling a business, divorce matters, family limited partnerships and ESOPs.

Debt and Finance Advising

Our professionals can assist you in sorting out different options available for debt management and financing that will lower your payments and perhaps reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and lower your payments.

Financial Projections and Forecasts

By understanding your business thoroughly, we can make financial projections that will help you manage your business plan and spending. Forecasting is imperative to your company’s success. We keep current with market trends and updates so that your business is prepared for any foreseeable events.

IRS Representation

Our experience with tax authorities gives us valuable insight that we share with clients in dealings with federal and state agencies. If you have been chosen for an audit, we will represent you and put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may ask.

Mergers, Acquisitions and Sales

Whether you’re buying, selling or considering a potential merger, Constantino, Nelson & Werline can offer professional know-how to help you structure and negotiate a deal successfully. With careful analysis and due diligence, we can determine a fair asking price, identify the most favorable tax structures, evaluate financial and cash-flow impact, and assess compatible business functions and tactics. With our expert advice, you can make the right decisions for the best possible outcome.

International Taxation

We have extensive knowledge on a wide range of international tax-related issues that have an impact on:

  • U.S. companies doing business abroad
  • American citizens working overseas
  • Foreign corporations with business operations in the U.S.
  • Foreign citizens working in the U.S.

Tax Management Services

We identify strategies that minimize our clients’ tax liabilities, maximize cash flow and keep you on track to your financial goals.

Reviews and Compilations

Do business confidently with our financial statement services:

  • Reviews
  • Compilations