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Financial & Accounting Services:
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- Reviews and Compilations
- Financial Statement Preparation
- Specialty Reviews
- Payroll Quarterly, W-2 Processing, and 1099's
- Sales Tax Preparation
- Other Tax Forms
- Workers' Compensation Audits
- Personal Property Audits
- Proformas
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| Tax Strategies: |
- Tax Return Preparation & Planning
- Personal & Business Tax Planning
- Divorce Issues
- Tax Return Audits-Various Agencies
- Electronic Filing Available
- Non-filed and delinquent returns
- Installment Agreements
- Offer in Compromise
- Collection and Non-payment
- IRS Statute of Limitations
- Transcript Analysis
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| Other Management Services: |
- Projections and Budgets
- Bank Loan Proposals
- Review & Design Accounting Systems
- Benefit Plans Assistance
- Cash Flow Management
- Business Valuation
- Succession Planning
- Business Plan Development
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| Small Business Accounting: |
- General Bookkeeping Services
- Reconcile Your Bank Account
- Generate an Income Statement
- Generate a Balance Sheet
- Clean up Your General Ledger
- Provide Unlimited Consultations
- QuickBooks Training
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Featured Vendor |
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Business Strategies - Provided education and structure to the client, locating necessary records and documents, increasing opportunities for rational business strategies and elimination of risk in compliance.
Acquisition Assistance - Helped a client to purchase a business. The seller was approached, counsel was hired, escrow was pursued, Letters of Credit and Credit Lines were established through banking referral, angel investors were encouraged, the business was valued, projections were forecast, and the “deal” was put together with logic and efficiency!
Due Diligence - Assisted client in due diligence in order to establish appropriate business value. Helped client persist past seemingly insurmountable obstacles to see the project forward successfully.
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