My firm offers a wide range of services to individuals and businesses in a variety of industries. Because my firm is relatively small, I strive to provide personalized quality services that meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Below I have listed the services offered to my clients along with a brief description of each.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service I provide, I would to refer you to a qualified professional.
- Tax Management Services
- Assurance and Advisory Services
- Estate and Trust Planning and Tax Preparation
- Litigation Support and Forensic Accounting
- QuickBooks Accounting Help and Assistance
- Employee Benefits, Pension, and Profit-Sharing Plans
- Financial Projections and Forecasts
Tax Management Services
Providing guidance to clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. My expertise, experience, analysis and thorough research allow me to optimize your financial opportunities to be found in existing as well as recently altered tax laws.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Accounting services steer you closer to these goals with accurate record-keeping 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.
These services include but are not limited to:
- 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
Building close client relationships that add long-term value is my focus. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help clients face the myriad challenges of business planning and execution. My clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax laws. My assurance services can improve information quality or its context, meaning more success for your business.
These services include but are not limited to:
- 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
Reviews and Compilation
The financial statement services I offer comprise two levels of assurance, depending on your company's needs.
A review provides limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. These procedures are performed to ensure the integrity of your data.
A compilation is usually requested for internal purposes and is based upon information provided by a company's management. It does not offer assurance but may involve some adjustments to the accounting records.
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. My role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability to your beneficiaries. Everyone should have a well thought out plan as to how to disperse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
Financial and Retirement Planning
My goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. Guiding you through the decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, I can assist you in ensuring that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and I can help you to take the proper steps to reach your goals.
Litigation Support and Forensic Accounting
Litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With professional training in this area, I can make sense of these records and transactions and get to your bottom line.
Professional representation can be vital during an audit, and my experience with tax authorities enables me to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you receive from my firm can ease many of your worries. I am able to answer any and all questions the IRS may inquire of you.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. I can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, I can advise you on choosing an entity type and later restructuring if advantageous. With my knowledge and expertise, you will receive the most advantageous entity type for the functions your business performs.
QuickBooks Accounting Help and Assistance
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. I will not just help you use this software, I will help you use it more efficiently and more effectively.
I offer the following solution to help meet your QuickBooks needs:
My QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. Also, I will inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
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.
Employee Benefits, Pension, and Profit-Sharing Plans
Choosing and administering benefit plans for your employees is often a complex process. I can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward both rewarding your employees and reaching your company's financial and business goals. Also, I can help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.
Cash Flow and Budgeting Analysis
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. By tracking sources and uses, forecasting, and budgeting accordingly, I can help you maintain optimal cash flow levels, which can make or break the business' ability to survive. I can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited when there are any major changes in your business operations or structure. With my help and guidance, you will be on top of your finances and ready for the future.
Financial Projections and Forecasts
No one can predict the future perfectly, but we can all benefit from planning for it. By combining my expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. Depending on your needs, this work can range from top-level reports to detailed financial models.