SERVICES OFFERED: ACCOUNTING AND BOOKKEEPING SERVICES: Professional financial recordkeeping, bookkeeping, management reporting and transaction processing are the primary goals of this service area. FINANCIAL STATEMENT AUDITS, REVIEWS, AND COMPILATIONS: Quality financial statements are key to the management of most organizations and businesses along with banking, investor and other stakeholder relationships. The following are the primary levels of service offered: ·         Audit - Highest level of assurance. Confirmation of certain account balances, reviews of accounting system controls, interviews with management team, selected transaction testing and analytical procedures characterize this level of service. ·         Review - Limited assurance. Included in this level of service are primarily interviews with management team and analytical procedures. ·         Compilation - No assurance. This level of service primarily includes preparing financial statements based on management information. TAX PLANNING AND COMPLIANCE SERVICES: Tax planning primarily involves taking advantage of the benefits contained in current and anticipated tax law and rules. We provide planning services in most cases as part of the preparation of tax returns for businesses and individuals but specific planning engagements are also available. Tax compliance includes the preparation of Federal and state income, property, payroll, sales and use and other types of tax returns and forms. These services are provided for individuals, businesses, CIRA’s, foundations, non-profit organizations, estates and trusts. FINANCIAL PLANNING SERVICES: Financial planning services may involve a combination of investment review and recommendations, asset allocation, risk management and financial modeling. These services are provided by our experienced Certified Financial Planners. FINANCIAL FORECASTS AND PROJECTIONS: This service area involves presenting your projected or forecasted business or personal financial condition, cash flows and net income in the form of financial statements along with any necessary financial modeling. VALUATION SERVICES: Our firm also provides business valuation services primarily for tax related and other planning purposes including estate and gift tax returns, valuation of family limited partnership interests, and valuation planning matters. Our experienced valuation professionals apply their expertise and knowledge to deliver high quality business valuation reports and consulting. Valuation services are supervised by a Certified Valuation Analyst (CVA).  QUICKBOOKS SUPPORT: We are experienced with Quickbooks. Our firm is experienced with QuickBooks.  It has become the software of choice for many of our clients.  Accounting information is an integral part your business and we can assist you with your QuickBooks needs.  Whether setting up the chart of accounts, working with payroll or setting up merchant credit card processing, we are here to help.  A "no cost" consultation is available to new clients.