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.
Accounting Services
Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not 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 (Monthly, Quarterly, Annually)
*Accounting system setup for new businesses
*Business Property Statements
*Personal financial statements
*Litigation support
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.
Financial Forecasts & Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.
Consulting Services
Financial Planning
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Business Consulting
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.
Tax Services
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. We develop tax strategies that take advantage of current and new tax laws and legislation.
IRS Representation
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Miscellaneous
Dental Practice Analysis
To better serve our dental practice client group we analyze practice performance to determine problem areaas and to offer solutions.
Accounting system setup for new practices
A good accounting system is the corner stone to a sucessfull practice coupled with the ongoing accurate reporting and maintenance.
Quarterly Compiled Financial Statements
Periodic financial statements and management reports keep you informed of practice performance and important trends.
Preparation of personal financial statements
A personal financial statement tells an individual about how 'healthy' his financial position is. Similar to business, the personal financial statements can include the importance of assets and liabilities.
Preparation of business property statements
Any business that owns Personal Property and/or Leasehold Improvements having a total combined cost or current market value of $100,000 or more is required to file a business property statement.