Business

This page highlights many of the business services that we offer. However, the most important service is the one you want. If you don't see a particular service listed, ask us.

Business

Tax Planning, Consulting and Compliance Services

• Identify the appropriate legal entity, initial filings and elections to meet the goals and objectives of the company
  
• Help the company structure its ownership and assist with agreements to optimize flexibility and assure that risks are well-matched with rewards
  
• Provide proactive tax planning and compliance assistance to minimize and defer tax costs
  
• Protect and maximize investments by working with you to select and structure appropriate shareholder agreements, buy/sell agreements and retirement plans
  
• Help the company plan for its future by providing assistance in positioning for growth opportunities such as acquisitions, mergers, or a possible sale of the company
  
• Help the company design a compensation plan to fit immediate and longer term goals of the company

Accounting and Bookkeeping Services

• Design "best-fit" accounting systems to meet the needs of the business and simplify accounting procedures
  
• Development and documentation of internal control procedures to help assure that assets are safeguarded and that you have the necessary controls over cash receipts and disbursements
  
• Bookkeeping and accounting services to save you the cost of hiring a full-time accountant
  
• Provide payroll processing services to streamline the time and effort associated with payroll and filing payroll tax returns
  
• Provide audit, review and compilation of financial statements to meet the needs of the owners, lenders and regulatory bodies including not-for-profit audits and agreed upon procedures engagements
  
• Click Monthly Financial Consulting Service for more information on this unique service for business owners
• Monthly Financial Consulting Service

Financial Management Consulting Services

• Provide temporary "controllership services" to ensure accurate and timely financial reporting
  
• Provide cash management services including accounts receivable, inventory and accounts payable management services to maximize profitability and reduce external financing requirements
  
• Provide debt and equity financing assistance including needs assessments, preparation of financial lender information, sourcing of financial institutions, terms negotiation, etc. to streamline the process and improve overall results
  
• Develop financial projections to assist with critical business decisions that have a significant impact on the company
  
• Conduct lease versus buy analysis to assist with the acquisition of equipment or real estate to optimize your financial position and minimize your tax consequences
  
• Assist in developing performance measurements to enhance the profitability of the company
  
• Assist you and your staff in developing effective business plans that meet the financial needs of your company

Information Technology Services

• Assist with recommendations and selection of system software and hardware to meet the growth requirements of the company
  
• Assist with software implementation and integration with business operations to assure a smooth and efficient process
  
• Assist with planning the company's information systems projects to assure they are successfully completed on a timely basis
  
• Assist with the training of personnel to run the systems

Business and Asset Valuation Services

• Assist with evaluating potential opportunities such as mergers and acquisitions, sale of a business, divestitures, liquidations, split-ups or spin-offs, franchise valuations, etc. to maximize value for our clients
  
• Assist with lease/buy and/or buy/sell decisions to assure all of the important factors are considered in management decisions
  
• Provide valuation support for multiple business related issues to include adequacy of life insurance, bankruptcy or foreclosure, estate taxes and more to meet the needs of our clients.