Client Services
We offer a wide range of services to individuals and small businesses beyond tax planning and preparation. We have extensive experience in government contracting and outsource accounting and the versatility in staff to accommodate the specific needs of each client.

The majority of our business falls under the categories listed below. If you should need more information than is provided in the brief description, do not hesitate to call or email us. Please feel free to inquire about a service if you do not see it listed. If it is not one that we provide, we would be more than happy to refer you to a qualified professional.


Accounting Services

Accounting Services

From data entry to controller functions, we provide a full range of accounting services using Peachtree or Quickbooks systems. Whether we do the work on-site or in house, our engagement is based upon matching our staff's skills to the client's needs.

Services may include writing checks, recording deposits, entering invoices, recording receivables, reconciliation of bank, loan and credit card accounts and recording payroll. Controller functions may include oversight of the data entry and review of reconciliations, as well as financial statement preparation. Building on our established relationships with local banks, we have facilitated the implementation of lock-box systems with many of our clients.

We do not perform audits, but will work with the auditors if necessary to provide the required information.

A general listing of our services would include the following:

*General ledger & financial statement preparation

*Bookkeeping (Monthly/Quarterly/Annual)

*Accounting system setup for new businesses

*Business tax return preparation (Sales & Use/Business Property)

*Personal financial statements

*Litigation support

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Tax Services

Tax Planning & Preparation

Tax Planning and Preparation form a winning combination for our successful individual and business clients. Our clients receive more than a tax return; we provide them with expert knowledge of their financial situation and a strategy for the future. Our staff is always up-to-date on the latest in IRS changes and Rules. We encourage our clients to be proactive with their taxes and to take advantage of our expertise and experience throughout the year. Our goal is to become a trusted advisor that our clients turn to when they make important financial decisions. Whether you are an individual, a corporation, or a multi-tiered partnership, our experienced staff can develop a strategic plan that takes advantage of new tax laws and legislation.

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Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Miscellaneous

Outsourcing Accounting

Through the integration of the accounting, controller and CFO functions, we are able to create a system that specifically accommodates the client’s needs and budgets, thereby reducing costs by matching the work requirements to the skill levels of our staff. The client receives the expertise of our entire firm without having to hire outside consultants and benefits from continuous coverage in times of vacation or illness.

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Government Contracting

Our team of experienced professionals will guide your company through what can be a confusing maze of regulations and requirements. We consider ourselves a partner in your organization’s success. Our specialists will help you create an efficient and effective infrastructure that implements controls while maximizing opportunities. Our expertise in the Federal Acquisition Regulation (FAR), the Cost Accounting Standards (CAS) and managing indirect cost rates will enhance your strategic position as a government contractor.

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Performance Measurement

Our clients need more than a month-old financial statement. We see so many small business owners who are frustrated with the arbitrary decision making associated with large amounts of data and few systems to link it to company goals, key strategies or employee compensation. They have no way of keeping score of performance. We introduce their company to the idea of performance measurement and oversee its implementation.

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Strategic Planning

Our strategic planning team works with the small business owner and employees to determine which are the most important activities critical to company growth and how to develop the systems necessary to measure the short-term and long-term progress in those areas. Involving the employees in the determination of the critical success factors is essential to the process.

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