The bottom line?
To have a sustainable business you need profit, growth and a competent team. The line from start-up to success is not always straight. We are committed to helping your small business adapt to those ups and downs. Together we will tackle every stage of your business life cycle from start-up to expansion, to sale or transition of business to new ownership, and every step in between.
Here’s a look at some of the many services we provide:
Financial analysis (ratios, forecasts, budgets)
Cash flow projections & improvement techniques
Capital expenditure decision analysis (including lease vs. buy and buy vs. build)
Accounts receivable management
Accounts payable management
Internal controls
Risk management process optimization
Accounting policy preparation/review Training for internal accounting/tax personnel
Tax projections & planning (including calculation of the lowest required quarterly estimated tax payments)
Tax audit guidance and assistance
Sales & use tax reviews
Cost segregation studies
Personal income, estate, and succession planning
Corporate and partnership income tax returns
Individual income tax returns
Multi-state tax reporting
Non-profit tax returns
Personal property returns (including manufacturing personal and real property returns)
Sales & use tax returns
Other tax returns as appropriate (gift, estate, private foundation, unrelated business income)
Information reporting returns (Forms 1099, 1096)
Compiled or reviewed financial statements
Financial statement and general ledger clean-up and reconstruction
QuickBooks ® software solutions and training
Monday – Friday | 8:00 am – 5:00 pm