Our services
For Businesses
We serve as an experienced partner to our business clients fulfilling their accounting and tax needs so they can focus on operating their business and the things they do best. Services we offer to businesses and their owners include:
o Tax return preparation
o Tax planning and advisory services
o Business formation and entity selection advice
o Strategic business and transaction planning
o Accounting and payroll services
o QuickBooks and other accounting software support
o Succession planning
o Representation in tax examinations
o Multi-state tax reporting
Just as we do with our individual clients, we keep our business clients up-to-date on rapidly changing tax and accounting issues that may affect them through a weekly email newsletter, a monthly mailed newsletter, and on-going personal consultations.
We provide services to businesses operating in a broad range of industries including:
o Agriculture
o Construction
o Manufacturing
o Wholesale and retail
o Engineering
o Restaurants/ Food Service
We serve as an experienced partner to our business clients fulfilling their accounting and tax needs so they can focus on operating their business and the things they do best. Services we offer to businesses and their owners include:
o Tax return preparation
o Tax planning and advisory services
o Business formation and entity selection advice
o Strategic business and transaction planning
o Accounting and payroll services
o QuickBooks and other accounting software support
o Succession planning
o Representation in tax examinations
o Multi-state tax reporting
Just as we do with our individual clients, we keep our business clients up-to-date on rapidly changing tax and accounting issues that may affect them through a weekly email newsletter, a monthly mailed newsletter, and on-going personal consultations.
We provide services to businesses operating in a broad range of industries including:
o Agriculture
o Construction
o Manufacturing
o Wholesale and retail
o Engineering
o Restaurants/ Food Service
Accounting Services for Small Businesses
As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.
Each month or quarter we can do the following things for you...
You can customize the package of services you receive by adding:
Unlimited Consultations
We are always available to spend time with you so you fully understand how to interpret and utilize the financial information we provide. Our consultations are already included in our price, so please feel free to call us whenever you have a question or concern.
As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.
Each month or quarter we can do the following things for you...
- Reconcile your bank account
- Generate an Income Statement
- Generate a Balance Sheet
- Generate a Cash-Flow Statement
- Clean up your general ledger
- Provide unlimited consultations
You can customize the package of services you receive by adding:
- Payroll Services
- Tax Planning
- Tax Preparation
Unlimited Consultations
We are always available to spend time with you so you fully understand how to interpret and utilize the financial information we provide. Our consultations are already included in our price, so please feel free to call us whenever you have a question or concern.
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:
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:
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a corporation or a partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
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:
- General ledger and financial statement preparation
- Bookkeeping (Monthly/Quarterly/Annual)
- Accounting system setup for new businesses
- Computerized payroll services
- Personal financial statements
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:
- Review - some analytical procedures conducted with limited assurance
- Compilation - based upon client information provided and used primarily for internal use.
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a corporation or a partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Consulting Services:
Estate Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Pension & Profit Sharing Plans
In this area we have created a strategic relationship with Lane Fullmer and Premier Alliance Financial Companies. We formed this relationship because Lane and PA have the same professional relationship with their clients that we have and they have specialized experience and knowledge that we don’t have. Find out more about Lane and our strategic relationship by Clicking Here.
Accounting Software Selection & Implementation
With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.
Business Consulting
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 provide comprehensive, flexible strategies that address the issues affecting your business.
Business Entity Selection
Choosing the form of entity of your business (i.e. "S" corporation, sole proprietor, limited liability company, etc.) 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.
Estate Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Pension & Profit Sharing Plans
In this area we have created a strategic relationship with Lane Fullmer and Premier Alliance Financial Companies. We formed this relationship because Lane and PA have the same professional relationship with their clients that we have and they have specialized experience and knowledge that we don’t have. Find out more about Lane and our strategic relationship by Clicking Here.
Accounting Software Selection & Implementation
With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.
Business Consulting
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 provide comprehensive, flexible strategies that address the issues affecting your business.
Business Entity Selection
Choosing the form of entity of your business (i.e. "S" corporation, sole proprietor, limited liability company, etc.) 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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