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
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  • 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)
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  • 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
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  • 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
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  • Payroll Processing
  • Accounts Payable
  • Accounts Receivable
  • Financial statement preparation and analysis
  • Budgeting
  • Inventory Control
  • Special Accounting Projects
  • Fixed Asset Management
  • Cash Forecasting
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  • 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
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  • 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
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  • 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
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  • 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
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  • 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
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  • 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
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HAVE AN ACCOUNTING QUESTION?

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1.800.656.4332

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