Services

Our firm focuses on building close client relationships that add long-term value. This includes quality assurance of financial records, as in evaluating financial procedures while producing effective business strategies for today's ever-changing marketplace. Our assurance and advisory services translate into more success for your business. We can handle all bookkeeping and accounting tasks-from payroll to preparation-of your financial statements.

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These services include but are not limited to:

• Accurate record-keeping and bookkeeping services

• Financial statement preparation and compilations

• Accounting software implementation & support

• Entity selection & restructuring

• Bank Reconciliations

• Payroll reconciliation

• Debt & finance advising

• Cash Flow & Budgeting Analysis

Our payroll services can help you save valuable time by developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.  We will build a system to facilitate your needs. Allow us to be your one-stop-shop for payroll! Or we can just handle your quarterly and annual compliance--whatever fits your needs!

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. With thorough knowledge of federal and state tax laws and regulations, we can help you stay on top of all the tax deadlines and ensure that your financial systems are in order.  Our expertise, experience, and analysis allow us to optimize financial opportunities to be found in existing as well as recently-altered tax laws. We can make sense of your receipts, bills and notices. 

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Our tax preparation services include: Individual tax returns, Business (S-Corporations, C-Corporations and Partnerships) tax returns as well as Gift & Estate tax return preparation.

Business transactions and transitions are complicated affairs! Whether you're buying, selling, or considering a potential merger, we have the professional know-how to help you successfully structure and negotiate “the deal.” Our firm employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Our expert consultants will arm you with the knowledge and confidence to “seal the deal” that is best for your business.

Securing the right financing is critical to the success of your business. We build complete, professional loan and financing packages designed to give banks, lenders, and agencies the information they need to make fast, favorable credit decisions.

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Our team brings deep experience in preparing comprehensive financing packages across a variety of industries and loan types, including: Marine & Industrial Equipment Financing, Commercial Real Estate, USDA & SBA Loans, Working Capital Refinancing, and General Business Loans.  We have a track record of successfully bridging the gap between the business owner and financial institutions, helping organizations secure financing for vessels, equipment, commercial property or expansion capital.  

Professional representation can be vital during an audit, discrepancy or tax dispute with the IRS. Our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. We are ready and willing to answer any and all questions the IRS may be asking of you!

We also provide litigation support and forensic accounting services, which employs a wide range of situations: commercial litigation, financial investigations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigations.

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. But it only works for you if you purchase the right product, then properly install and use it effectively and efficiently.

We offer the following solutions to help meet your QuickBooks needs:

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Personal Training

We train you personally--either one-on-one or several individuals within your organization at your company's location.

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Installation

We install QuickBooks on your stand-alone computer or in a network environment, in either single or multi-user mode.

Setup

We assist new users with initial setup and also help experienced users improve their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

Our QuickBooks support service can assist you with installation, setup or operational needs. Our support also includes accounting and payroll assistance.

Review

QuickBooks Review can provide your company with the additional service of review of accounting and payroll reports and transactions, preferably monthly. The QuickBooks Review Service safeguards against accounting and other bookkeeping errors that could cost you money and precious time in the long run.