Budgeting, Cash Flow & Goal Planning Financial Book Keeping
Personal Financial Goal Planning:
We assist the individual and/or family to develop a tailored budget based on desired personal and financial goals.
Business Financial Goal Planning:
We assist the business owner to develop specific operating and capital budgets, track cash flow, monitor and provide valuable feedback in the critical decision-making process.
Technology Planning & Budgeting:
We work closely with our clients to evaluate their technology needs and develop a formal strategic technology plan. If our client lacks personnel with the necessary technical skills, we can act as their Liaison to the Technology Provider in a Project Management capacity so that the Plan can be completed in a timely and cost-effective manner.
We assist in the evaluation and implementation of accounting software appropriate for the needs of our clients.
Internal Controls Review:
We can develop tailored Internal Control Checklists to assist our clients to assess internal controls in their operations.
The scope of Internal Auditing is to examine and evaluate the adequacy and effectiveness of an organization's system of internal control and the quality of performance in carrying out assigned responsibilities. Our services while mostly used by large companies can also be an effective preventative tool by the small business owner.
Taxation - Business & Individual
Tax Preparation & Planning:
Our experience in the areas of federal and state income taxation in combination with due care and diligence to our clients allows us to provide excellence in service. By working closely and providing year-round support, we can aid our clients to make advantageous decisions on tax matters.
IRS and State Representation:
In those instances, when a government entity decides to perform an audit of your personal or business tax filings, we work closely with you and the auditor to ensure the best possible case for your position. Our experience and objectivity takes the emotion out of a very emotional process and allows you to continue with all other aspects of your life, be assured that your case is receiving the very best of care and attention.