Tax Services

Preparation of tax returns to comply with government regulations is only part of providing professional service. Tax planning to save tax dollars is another part of providing professional service. Involvement with a clients business and knowledge of their personal tax situation allows for transactions to be structured that will minimize tax liabilities.

  • Preparation of business and individual tax returns
  • Consultation on type of business entity
  • Income tax planning
  • Representation at audits by Federal and State taxing authorities

Accounting Services

A small business has many needs and not enough people to fill them. There are many accounting services that can be performed by an outside accountant. Some of them are bookkeeping, maintaining the general ledger, reconciliation of bank accounts, preparation of monthly financial statements, and installation of an inventory control system.

CFO Services

Many businesses have a full time accounting person or department and dont have the need for a full time CFO. CFO services gives you access to a higher level financial professional when you need it.

  • Prepare cash flow projections
  • Prepare budgets and analyze actual to budget results
  • Lease versus buy analysis
  • Structuring financing with banks and private investors
  • Acquisitions and divestitures

Accounting Software Services

Many small businesses use QuickBooks or Peachtree to run their accounting system. Both software packages are easy to use and very affordable. First time users need a resource to help install and set up the program and to answer questions and offer assistance to ongoing operations.

  • Set up chart of accounts
  • Issue sales invoices
  • Record cash receipts
  • Prepare bank reconciliations
  • Print checks