Client and Professional Support
We provide a variety of proactive services, in addition to traditional accounting, fiduciary accounting, tax planning and preparation, sales tax preparation and tax audit support. We also compile financial statements.
We also offer personal accounting for individuals and couples who wish a higher level of personal attention.
We can structure our services to engage directly with you, the client, or with your attorney when a higher level of privilege and confidentiality is required.
Tax Representation & Financial Planning
- Income tax preparation/planning
- Business & personal accounting support
- Businesses, individuals, estates and trusts
- Internal and external financial reporting
QuickBooks / Accounting Consulting
- Management of financial & non-financial data for monitoring your business health and increasing your sales and marketing efforts
- Fraud Risk Assessment and Risk Reduction
- Estate and gift tax requirement
- Closely held business interests
Targeted Value Achievement
- Define and Implement Steps to Increase the Value of Your Business
- What drivers of value need to be in place in your business by the time you wish to sell it ?
- I call this "reverse engineering of a valuation engagement"
Microsoft Office Suite applications, including graphics and PowerPoint presentations to convey financial information in pictoral formats. Process illustations with hot links to company forms for each step of service illustrated. Flowcharts and Internal Accounting Control Reviews.
We are also adept at implementing technological solutions, including QuickBooks and the latest payroll software.
- QuickBooks Basic, Pro, Premier
- QuickBooks Premier: Contractor Edition
- QuickBooks Premier: Nonprofit Edition
- QuickBooks Premier: Retail Edition
Industries and Professions Supported:
I have served clients in the following areas:
- Retail and Wholesale Distribution
- The Professions: Law, Medical/Dental, Engineering, Publishing and Artist Management
- Construction / Design / Build / Specialty Contractors
- Consulting / Internet / Communications
- Financial Services / Insurance / Brokerage
- Call for a personal consultation