| Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. 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 we provide, we would be more than happy to refer you to a qualified professional. |
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| Accounting Services |
| Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following: *General ledger & financial statement preparation *Bookkeeping (Monthly/Quarterly/Annual) *Accounting system setup for new businesses *Computerized payroll services *Business tax return preparation (Sales & Use/Business Property) *Personal financial statements *Litigation support |
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| Consulting Services |
| We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services: *Accounting software selection and implementation *Type of entity selection *Business valuations *Buying/selling a business *Computer systems *Financial & retirement decisions *Estate, trust & gift planning |
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| Tax Services |
| We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to: *Tax planning & return preparation - Individuals - Corporations - Partnerships - LLCs/LLPs - Estates, trusts & gift - Not-for-profit organizations *Taxing authority representation *Divorce and support issues *Tax effects of buying/selling a business |
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| Bookkeeping/Write-Up |
| Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. |
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| Compilations |
| We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed. |
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| Cash Flow & Budgeting Analysis |
| A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. |
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| Buy/Sell Analysis |
| Dentist often require assistance when looking to buy or sell dental practices. We assist the selling doctor understand the potential value of the practice including tax implications of the sale. We work with buying doctors to help calculate the actual profit of the practice and ability to sustain new debt service including an earning for the buying doctor. |
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| Financing Alternatives |
| Often businesses need additional cash flow for expansion or new acquistions. We work with our clients to understand the cash flow needs including various financing alternatives available. |
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| Mid-Year and Year-End Practice Reviews |
| We are proactive with our clients to make sure that what is occuring in the business during the year is not a surprise at year end and tax time. We review our clients financial picture and plan with them at mid year and near year end to assist with any new opportunities arising avoid any surprises. |
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| IRS and State Tax Audit Representation |
| The IRS and many states are very aggresively reviewing small to medium size businesses. We will work with our clients when they receive notification of an IRS or state income tax audit to either assist them with responses to the agencies or represent the client before the taxing authorities. |
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| Payroll Services |
| As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you with your payroll processing needs and prepare all necessary payroll tax returns in a timely manner. |
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| Workers Compensation Reporting |
| Workers Compensation carriers often request payroll reports to support the plan coverage. We work with our clients to provide the necessary payroll reports requested by the carriers. |
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| Strategic Planning |
| Businesses never stop still. Therefore we encourage our clients to review their business plans and vision for the business on an ongoing basis. We review what has worked as well as what did not work well. We look for areas which may provide additional opportunities for success and profit. |
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