As a full service accounting firm, we can offer you and your business the following services:  Financial Planning  Tax Planning and Return Preparation Audit and Accounting Systems Review and Fraud Prevention Business Consulting Bookkeeping       We service clients from a wide variety of industries including, but not limited to:  Affordable housing developers and syndicators Condominium and homeowners' associations Employee benefit plans Automobile dealerships Retail and wholesale businesses Real estate Professional and  personal service companies Manufacturers Construction companies Not-for-profit organizations     Financial Planning Services Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs. Our financial planning services include: Financial planning to achieve specific goals Retirement planning Estate and business succession planning Click here to contact us for more information on our financial planning services!

Tax Planning and Return Preparation Services Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. Our excellent research resources allow us to answer your most "taxing" questions. Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.  Click here to contact us for more information on our tax planning and return preparation services!   Audit and Accounting Services Lenders and other third parties may request your financial statements for a variety of reasons.  Oftentimes, they may require that these statements be accompanied by an audit, review or compliation report provided by a CPA.  We can assist you with these requests. An audit is required when the third parties relying on your financial statements desire the highest level of assurance about your financial condition.  In order to conduct an audit, we examine your company's financial statements in accordance with our professional standards. Our procedures include a limited review of your internal controls and substantial testing of the information underlying the financial statements. A review provides a lower level of assurance about the presentation of your financial staements than an audit but often is sufficient for third parties.  To conduct a review, we perform analytical procedures and inquiries of management  in order to express limited assurance about the presentation of the financial statements. A compilation consists of presenting financial information provided by you in the form of financial statements.  Although we do not express any assurance on compiled financial statements, compiled statements are very useful to management and can be used as interim financial information for lenders.     Third parties may also request personal financial information, particularly if you are applying for a loan or act as a guarantor on loans for your business.  To demonstrate your personal financial condition professionally and concisely, we can present your personal financial information in the form of financial statements. Click here to contact us for more information on our audit and accounting services!

Systems Review and Fraud Prevention Services Lack of internal controls and weaknesses in your company's accounting system can put your business in a vulnerable position.  We can help you identify potential weaknesses in your operations and provide specific recommendations to increase controls for more timely and reliable internal financial reporting, increased operating efficiency and deterrence of fraud.  Go to our prevent fraud page to see if your business is vulnerable to fraud.  Click here to contact us for more information on our system review and fraud prevention services!   Business Consulting Services Forecasts and projections - Prospective financial information is often necessary for third party use such as potential lenders or buyers.  It can also be an effective management tool.  Using financial data, key factors and assumptions, we can provide various levels of service for the presentation of "future" financial information.   Pro forma financial information - The objective of this service is to show the effect(s) on historical information if a particular or proposed transaction were consummated (a "what if, then..." scenario).  Providing pro forma information can help you or others, such as investors, understand the direct effects of proposed events.   Accounting systems design - Our professional staff can evaluate the needs of your business and suggest the accounting software that best suits those needs.  In addition, we can install, setup, and train your employees on the software selected.  The accounting software packages we support are Creative Solutions Client Bookkeeping Solutions, Peachtree Complete Accounting, and Quickbooks.  Click here to contact us for more information on our business consulting services!   Bookkeeping Services  In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your bookkeeping?  We can complete your monthly, quarterly, and annual bookkeeping and, if needed, prepare compiled financial statements for any or all of these time periods.  Do you have a lot of checks to write each month?  We can provide you with computer software that allows you to print your checks using your computer.  You can transfer your check register to us electronically.  We will analyze your accounts for reasonableness, suggest appropriate adjustments and generate financial statements.   We also provide payroll, 1099 and sales tax reporting services.   Click here to contact us for more information on our bookkeeping services!