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What We Do
Our firm provides a wide variety of comprehensive services that support the needs of our clients!
Accounting Support
- Financial Statement Preparation
- Monthly Bookkeeping & Account Reconciliation
- Payroll Processing
- Budgeting & Expense Allocation
- Internal Control Analysis
- Billing & Collections
- Capital Expense Budgeting
- Accounts Payable Processing and Vendor Payments
- Accounts Receivable Management
Taxes — Preparation, Planning, and Strategy
- State & Federal Tax Returns
- Corporate & Personal Tax Planning
- Tax Preparation
- Tax Planning
- Prepare Estimated Taxes
- Prepare Quarterly Sales Tax Returns
- Audit Representation
- Tax Problems
General Business Support
- Business Planning
- Office Lease Negotiations
- Assistance with Bank Financing
- Quarterly Business Review
(Budget, Taxes, Pension, Liability, etc.) - Business Insurance
(Property, Gen. Liability, E&O, D&O, Auto, etc.) - Document & Records Management
All Services
- Financial Reporting & Analysis
- Outsourced CFO & Controllership Services
- Accounts Payable & Payment Processing
- Accounts Receivable Management
- Month-end Close
- Cash Management & Planning
- Operational & Capital Budgeting
- Client Accounting Services (CAS)
- Payroll Processing, Payroll Tax Returns, W-2s
- Bank Account Reconciliations
- Key Performance Indicator (KPI) Reporting
- Financial Statement Audit Support
- Income Tax Returns
(Corporate, Partnerships, Tax Exempt, Trust/Estate, Individuals) - Fixed Asset Accounting
- 1099 Preparation
- Tax Planning & Strategy
