Commerical Services

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.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Audit and Other Assurance Services

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 Services – an intensive examination with the highest level of assurance
  • Review Services– some analytical procedures with limited assurance
  • Compilation Services – based upon client information provided and used primarily for internal use
  • Other Assurance Services
    • Internal controls review
    • Other agreed upon procedures

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Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Further, well maintained and accurate internal financial statements may help your business obtain more favorable terms from your lender or bonding company. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger reconciliation & maintenance
  • Financial statement preparation
  • Payroll services
  • Bookkeeping services
  • Outsourcing services

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Tax Services

We prefer to take a proactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered includes but are not limited to:

  • Tax return preparation & planning
    • Individuals
    • Corporations
    • Partnerships
    • Limited Liability Companies
    • Estates, trust & gift
    • Not-for-profit organizations
  • Retirement planning
  • Taxing authority representation
  • Offers-in-compromise
  • Divorce and support issues
  • Tax impact of buying or selling a business

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Business Consulting

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, as well as 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. Business consulting services offered includes but are not limited to:

  • Budgeting & forecasting
  • Internal control documentation
  • Grant Management Services
  • Business entity selection
  • Accounting system setup for new businesses

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