CLIENT SERVICES

Being a small business ourselves, we understand the value of superior personalized service. Our firm offers a wide range of services described below.

From time to time we partner with larger firms to ensure our clients have access to services we might not provide, but are needed by our clients. This affords lower cost options for their accounting and tax needs with the benefits of a larger firm’s services, should the need arise.

ACCOUNTING SERVICES

  • Financial statement preparation
  • General ledger accounting and monthly write-up services
  • In-house accounting assistance and training of your staff
  • Accounting software selection, installation and training for QuickBooks and Peachtree
  • Payroll services

TAX SERVICES

  • Preparation of tax returns: business, individual and fiduciary
  • Income tax planning for businesses and individuals
  • Representation during tax examinations
  • Filing of past due tax returns
  • Sales and use tax returns

Planning and Advisory Services

  • Short and long-range business planning
  • Entity selection
  • Budgeting and breakeven analysis
  • Development of financial statements meaningful to the client and their business
  • Benchmarking
  • Cash flow analysis
  • Lease/purchase studies
  • True cost of new hire analysis
  • Impact of additional locations
  • Banking relationship maximization