Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison.
Below we have listed the services that we offer to our clients along with a brief description.
- General ledger & financial statement preparation
- Bookkeeping (Monthly/Quarterly/Annual)
- Accounting system setup for new businesses
- Computerized payroll services
- Business tax return preparation (Sales & Use/Business Property)
- Personal financial statements
- Litigation support
We offer accounting technology applications support services with focus on the Intuit family including QuickBooks Premier, Enterprise Solutions, Point of Sale and others.
Our bookkeepers and QuickBooks ProAdvisors are here to support your accounting systems data and technology needs. We offer:
- Systems implementation, including software
- installation and new systems setup
- Technology applications and data conversions
- Onsite training and support
- Telephone support
- Remote access solutions
- Data reconciliation and clean up
- System and report customization
- Third party product application integration
Our philosophy is to train your personnel to manage your systems. By improving their skills we all benefit. You get improved contemporaneous management information to improve profitability. You can provide us better data for annual financial statement preparation and tax compliance.
Our QuickBooks ProAdvisors are here to assist you with these and other accounting matters. Effort now will assist you in managing a more profitable business by detecting cost savings techniques and expediting tax compliance matters.
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:
- Audit- an intensive examination with the highest level of assurance
- Review – some analytical procedures conducted with limited assurance
- Compilation – based upon client information provided and used primarily for internal use.
Filing for bankruptcy is a serious and involved process with many legal and tax issues. Our firm is familiar with the complexities of the bankruptcy filing system and can competently guide you through the process.
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.
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.
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
Effective estate and gift 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.