General Business Accounting

General Business Accounting encompasses a range of financial and bookkeeping functions that help businesses manage their financial records, comply with regulations, and make informed decisions.

Including but not limited to:

• Financial and bookkeeping functions
• Accounting software selection setup and support
• Tax planning and preparation of tax returns
• Cash flow budgeting and forecasting

Assurance Services

• Assure the accuracy of financial records
• Financial statement preparation, compilation and review
• Evaluating and developing strategies from objective analyses to help control costs, increase efficiency and implementing new technologies and procedures to stay relevant and take advantage of the changing accounting landscape

Business Succession Planning / Financial Projections and Forecasting

• Asking insightful questions to gain a better understanding of your business in order to create a business plan and projections which align with the direction you wish to drive your business

IRS and State Representation

• Providing professional representation if chosen by a federal or state agency for an audit

Management Consulting

• Working closely to advise ways to increase productivity, reduce costs, improve control to make your business more profitable

Mergers and Acquisitions

• Assist in creating and negotiating deals for buying, selling, or merging a business(s)
• Determine a fair price point, the most favorable tax structure, and evaluate the financial and cash flow impact

QuickBooks Consulting

• Personal training for individuals or groups within an organization
• Installation of software for single-user or multi-users with initial setup guidance to make sure the features and preferences are designed to fit your business needs to track and easily identify information
• Analysis of transactions, accounts and reports in order to provide timely financial information including any needed corrections, adjustments or reclassifications

Tax Planning and Preparation

• Full range of tax planning and tax return preparation strategies to minimize tax liabilities while maximizing cash flow
• Using the most up to date information and changes in tax laws to optimize your tax opportunities