Whether we are maintaining your books or overseeing your internal accountant's work, we can help ensure all accounting needs are addressed.

We ensure documentation for transactions such as sales, expenses, payroll and expense reports, is gathered on a timely basis and processed correctly in accordance with appropriate accounting standards; always ensuring controls are set and followed to avoid adverse adjustments of reported results.
Accurate reporting will enable management with the best ability to make business decisions that will lead to stronger relationships with owners, customers and creditors.

Our audit practice can function in various capacities. Our role may be one of
the traditional audit role as independent auditors performing Certified Audits,
or assisting you internally in preparation for an audit. In helping you prepare
for an audit, we can assist you in ensuring you have a Sound Internal Control Structure, assessing Revenue Recognition procedures to ensure they are complete, examining your Treasury function and Reconciling General Ledger accounts. 

Our professionals can also assist you in performing internal audit tasks by
either applying your developed programs or using a custom approach developed by us.

In addition, we may also perform Agreed-Upon Procedures for specific audit engagements such as examinations for creditors or potential lenders.

Planning

Beyond the compliance aspect of your tax needs, we can assist in planning for various stages of your business from inception (entity selection) to expansion, from reorganization to dissolution, we can help you understand the various pros and cons of the options that may be available to you.

Compliance

Servicing your organization’s Federal, State and Local tax needs, our approach is one that explores potential ideas in order to maintain your tax cost at a minimum while adopting tax positions that will prevail potential challenges from taxing jurisdictions. Our practice is available to service the tax preparation needs of Individuals, Corporations, Partnerships, as well as the preparation of Sales and Payroll tax returns.

Taxpayer Representation

Should your tax return be selected for audit by the IRS or by other state or local taxing jurisdictions, our professionals would be able to represent you before any of those audits. We are licensed to practice before taxing authorities and we have the expertise necessary to become your strongest advocate during the audit process to ensure your taxpayer rights are protected and to ensure you obtain the most favorable outcome possible. We would be able to represent you or your business regardless of whether we prepared the return under examination.

Our co-sourcing practice enables your operations with optimal resources by allowing you to expand and contract to meet your variable work load during peak or low periods.  Our staff has the ability to either become an extension of your financial operations or become your entire accounting/finance solution by becoming your Controller or CFO. 

Different than traditional temporary staffing, our professionals are part of our regular staff and would be available to you indefinitely.  We can assist in areas such as Financial Reporting, Month-End Procedures,  Revenue Recognition, Invoicing, Payroll, Accounts Payable and Tax Compliance.

Business Performance Management 

Our approach focuses on developing Key Performance measures for your organization. We will identify Drivers by performing financial analysis to highlight and explain trends. All of these measures are developed for the purpose of Supporting and Measuring the Business Objectives and Strategies. This valuable information will make you a more Strategic Decision Maker by providing you Transparency in analyzing performance.

Transaction Advisory Services

Whether you are contemplating a sale, reorganization or a recapitalization of your business, we can provide you sound advice throughout the process to help you negotiate an optimal result from your transaction. We can assist you in identifying your business’ true Net Worth in order to maximize your return or obtain the best possible results from varying forms of a restructure. Whether you are considering a restructure involving outside parties or only an internal one, we can help you make thorough assessments of your operations to obtain optimum results from your restructure whether your restructure is financial and or operational.