HELPING YOU SEE THE BIG PICTURE
Capabilities developed to meet your needs
INNOVATIVE TAX PLANNING, ACCOUNTING AND CONSULTING
- Financial reporting
- Compilations
- Reviews
- Audits
- Benefit Plan Audits
- Agreed Upon Procedures
- Compliance audits
- Non-profit audits
- Bookkeeping and account reconciliations
- Interim financial statements
- Fixed asset and depreciation tracking
- Federal and State tax preparation
- Partnerships
- Corporations
- Non-profits
- Individuals
- Fiduciaries
- Trusts
- Estates and gift taxes
- Estate, trust and gift tax compliance planning services
- Sales tax reporting
- Individual and corporate tax planning
- Multi-state tax planning, compliance, and nexus studies
- Representing clients before the IRS and State authorities
- Individual and planning integration with business owners
- Specialized tax credits (R&D credit, Angel credit, etc)
- Audit, review and compilation of financial statements
- Accounting and financial management assistance
- Federal state and local tax compliance and planning
- Obtaining financial assistance
- Strategic business planning
- Projections, forecasting and budgeting
- Internal controls and reporting
- Sales and Use tax
- Payroll
- Bookkeeping
- Accounting system design
- Accounting software consultants
- QuickBooks
- Peachtree
- Internal controls and assessments
- Fraud risk assessments and examinations
- Family law support (valuations, asset recovery, etc)
- Economic damage calculations
- Litigation support and expert witness services
- Financial forecasts, projections and budgeting
- Accounting systems development
- Accounting software implementation
- Personal financial statements
- Payroll Processing
- Accounts Payable
- Accounts Receivable
- Financial statement preparation and analysis
- Budgeting
- Inventory Control
- Special Accounting Projects
- Fixed Asset Management
- Cash Forecasting
- Access to executive-level skills and experience
- Finding help for strategic planning and acquisitions
- Obtaining financial leadership through key business changes (e.g., merger or acquisition, business integration, new system, and growth)
- Accessing timely, reliable financial information to make critical decisions
- Improving clarity in financial reporting
- Developing key relationships: bankers, auditors, and lawyers
- Focusing on your business rather than office personnel and support
- Outsourced CFO services
- Management of the finance infrastructure (accounting, treasury, finance)
- Financial, business, and strategic planning and implementation
- Hands-on guidance during transitions (e.g., medical leave, business integration, or leadership succession)
- Cash flow management and projections
- Budgeting and forecasting
- Private equity and debt financing
- Bank financing and investor meeting preparation
- Audit preparation and liaison with audit firm
- Key metric benchmarking and trend analysis
- Accounting software selection and implementation
- Financial and operational improvement plans
- Mergers and acquisition support
- Risk management
- Contract review
- Audit, review and compilation of financial statements
- Accounting and financial management assistance
- Federal, state and local tax compliance
- Proactive and creative tax planning
- Surety and bonding assistance
- Assistance with obtaining outside financing
- Strategic business planning
- Projections, forecasting and budgeting
- Internal controls and reporting
- Expert witness testimony
- Forensic accounting
- Business valuation
- Sales and use tax
- Business continuation planning
- Design and consultation of job costing systems
- Audits of defined contribution plans
- Audits of defined benefit plans
- Agreed upon procedures
- Department of Labor (DOL) full scope audits
- Department of Labor (DOL) limited scope audits
- Consultation on plan administration and compliance issues
- Form 5500 preparation and filing as required by the IRS and DOL
- Tax services and compliance for estates, trust and gifts
- Tax effective strategies for beneficiary distributions
- Fiduciary accounting
- Estates, trusts and gifts planning, projections and consultation
- Capital gains tax planning
- Charitable giving strategies consultation
- Inheritance tax planning
- Business exit and succession planning
- Business valuations
- Trustee consulting
- Fraud prevention
- Fraud investigations
- Investigation of employee embezzlements
- Damage calculations
- Fraud risk assessments
- Expert witness testimony
- Participation in settlement negotiations
- Forensic accounting
- Litigation support
- Matrimonial matters
- Probate matters
- Assess the fairness and accuracy of underlying financial information
- Discover, disclose and help recover marital property (Certified Fraud Examiner on staff)
- Trace assets to preserve and/or refute the existence of non-marital property
- Business valuations (Certified Business Valuator on staff)
- Alimony and child support calculations
- Calculate the tax effects relating to the division of property and on-going support payments
- Provide expert witness testimony
HAVE AN ACCOUNTING QUESTION?
1.800.656.4332
