The three levels of financial statements, with audits being the highest level of service, are required for bank financing, credit line facilities, investors and regulatory agency reporting.

Basic bookkeeping can be overwhelming depending on the size of your business and the number of transactions. On a monthly basis, we will close the books, prepare your financial reports (balance sheet, profit and loss statements), review your outstanding payables and aging receivables and check your cash flow to help identify specific areas that need attention. We will present this information so you will be able to understand your company’s financial position each month.

Due diligence is voluntary investigation usually in conjunction with the acquisition of a business and is the process through which a potential acquirer evaluates a target company or its assets for acquisition.

Trusts and estates must pay tax on income derived from dividends, interest and sales of estate and trust assets. In addition, proper income tax planning for estates and trusts must take into consideration tax issues pertaining to the beneficiaries of the estate

Fraud investigations include implementing our knowledge of business accounting and auditing methods into our workplace investigations, evaluating complex financial transactions and investigating questionable business activities.

Forensice accounting is accounting analysis suitable to the legal profession court which will form the basis for discussion, debate and ultimately dispute resolution.

Litigation support deals primarily with issues related to the quantifying economic damages. A typical litigation support assignment would be calculating the economic loss resulting from a breach of contract.

We help organizations improve performance, primarily through the analysis of existing business problems and development of plans for improvement, focusing on the financial affairs and accounting functions of the subject organization.

We help with all aspects of administering pension plans including accounting for contributions, distributions, rollovers, plan loans and annual Dept of Labor filings including audited financial statements when necessary.

We help small businesses and nonprofits with QuickBooks software set-up, training and support. We also provide accounting reviews to ‘clean-up’ the books monthly-quarterly-annually as well as service bookkeeping support for QuickBooks