Financial Services

Our process


1

Financial statement preparation: reviews and compilations.

2

Income tax preparation and compliance

3

Income tax planning and consulting.

4

Monthly, quarterly, and annual financial reporting statements.

5

Implementation of new accounting software packages.

6

Bill paying services.

7

Business management.

8

Payroll and sales taxes.

9

Accounting assistance.

10

Bookkeeping.

11

General ledger review.

12

Financial assessment reports.

13

Financial assessment reports.

14

Budgeting and forecasting.

14

General business consulting.

15

Employee benefits consulting.

General questions


  • Assurance

    1. Audits.

    2. Agreed-upon procedures/Due diligence. Compilations.

    3. Forecasts and projections.

    4. Consultation to company management regarding the application of GAAP.

    5. Reviews.

    6. Accounting assistance.

    7. Pre-audit services, preparation of financial statements in accordance with Generally Accepted Accounting principles (GAAP).

  • Tax Services

    1. Individual Tax Preparation Services

    2. Business Tax Preparation Services

    3. Non -Profit Tax Preparation Services

    4. Tax resolution services

  • Accounting Outsourcing

    1. Payroll tax and sales tax return preparations

    2. Accounts payable/receivable

    3. General ledger accounting

    4. Cash flow management

    5. Implementation of new accounting software packages