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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