Accounting and Audit Services

Our accounting and audit service offers clients financial statements and reports for various time periods supported by various ranges of assurance that the statements are fairly presented and complete as to both financial information and disclosures. These statements may be provided to lenders, investors, and other third parties, as well as, and most importantly, the business owner(s). We add value to the process as follows:

Audit Services

As an add-on to the audited financial statement and report,  the client receives recommendations to strength internal controls against fraud, recommendations on operational improvements including cost reduction, and comparison of performance to prior years and industry statistics.

Review Services

As an add-on to a review financial report the client receives comparison of performance to prior years and industry statistics, and, optionally, may receive recommendations to strength internal controls against fraud and operational recommendations.

Compilation Services

This is the most inexpensive service for financial reporting, and there is no assurance that the reports are fairly presented and complete as to both financial information and disclosures. However, as an option, the client may receive comparisons of performance.

Bookkeeping (Montly/Quarterly/Annually)

Well-organized and timely financial records ensure that decision-making is timely and that planning, particularly for tax minimization, can be accomplished. Our qualified independent bookkeepers can offer solutions with the day-to-day recordkeeping, in a variety of situations, be it simple or complex.

Accounting System Setup for New Businesses

We have experience with several small business software programs and can help you choose, implement and operate the system that best fits your situation.

Computerized Payroll Services

We typically recommend several outside payroll companies to provide full-service, hazzle-free, and cost-effective payroll solutions to simply complex business needs, avoid unexpected penalties and interest, ensure compliance with changing regulations, and gain better reporting. For those who wish to go it alone, we offer an after-the-fact payroll solution for tax filings, including W2s.

Financial Forecasts and Projections

When investors, lenders, or other third parties need forecasts or projections, we are ready to assist with production of these reports.