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Benchmark Consulting:
We can help you identify the Critical Success Factors unique to your business and then provide and ongoing measurement service with the use of Key Performance Indicators. Some of the outside services we utilize are First Research Business Analysis and RMA (Robert Morris Associates). |
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Litigation Support:
Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced, competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages. |
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Audits, Reviews and Compilations:
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on all three levels of assurance:
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Financial Statements:
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions. |
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Cash Flow and 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. |
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Tax Planning and Preparation:
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. |
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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. |
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Business Succession Planning:
Effective coordination of the transition of your business to your successors is critical to ensure it’s continued success once you decide to remove yourself from the company’s day-to-day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. |
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Debt and Financing Services:
Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. We maintain solid working relationships with community and national bank lending officers to help you cut through the “red tape”. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level |
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Business Valuations:
We are certified through the National Association of Certified Valuation Analysts (www.nacva.com) to prepare business valuations for buy/sell needs, divorce and estate tax planning or estate tax preparation. |
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Business Profitability Consulting:
We work with our business clients to help them grow a more profitable business. We utilize many tools including our GamePlan software, Fundable Growth Software and Firmware software. |
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Expert Witness Services:
Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases. |
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Accounting Services:
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot 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:
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Forensic Accounting:
We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices. |
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Financial Forecasts and 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. |
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Tax Services:
We prefer to take a proactive versus reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
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Consulting Services:
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 can provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
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Management Advisory Services:
Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success. |
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Business Entity Selection:
Choosing the form of entity of your business (e.g.: “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. |
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Wealth Management Services:
Once you make your money, you want to protect it. We have alliances with Werner Financial Group, JPR Financial Services and Smith Barney. The individuals we work with are experienced in their respective fields and are of the highest integrity. They can help you make your savings and retirement plans grow through investment plans tailored to your needs. They can also help you protect your investments with well-designed insurance strategies. |