Services
Our firm
has the resources, experience, and depth of knowledge to offer
the following services to both individuals and businesses. We
can deliver the services you need in a professional, fast, and
cost-efficient manner.
Compilation,
Review, and Audit Services
Our firm provides professional compilation, review, and audit
services to businesses of all sizes. We can quickly compile
your financial records into meaningful GAAP-compliant financial
statements, offer limited-scope review testing, and can deliver
complete audit attestation.
Financial
Statements
Our firm prepares professional, GAAP-compliant financial
statements as well as tailor-made financial analyses that can
help business owners and managers eliminate inefficiency and
realize a business's full profit potential.
Tax
Planning
Our firm continuously monitors federal, state, and local tax
law changes to allow its clients to minimize current and future
tax liabilities. If necessary, we can implement tailor-made
due-date tax compliance monitoring systems to prevent costly
interest and penalty assessments attributable to late filing.
Of course, we offer full tax preparation and filing
services.
Consulting
Services
Our company offers a wide range of consulting services to help
you improve business operations, boost efficiency, and increase
the bottom line.
Bookkeeping/Write-Up
Our firm provides full-charge bookkeeping services, including
general journal and subsidiary ledger maintenance, bank
statement reconciliation, and receivables and payables tracking
and analysis.
Cash Flow
& Budgeting Analysis
Our firm offers expert cash flow and budgeting analyses that
can help you minimize cost overruns, lost purchase discounts,
and uncollectable receivables. Many of our clients state that
these value-added services are indispensable.
Business
Valuations
Our firm provides cost-effective business valuation services,
quickly and efficiently.
Accounting
Services
Our Firm offers a complete range of accounting services,
including receivables, payables, and payroll management. We
prepare financial statements in accordance with Generally
Accepted Accounting Principles (GAAP) for use by banks,
investors, and other third parties. Our firm will also prepare
custom financial reports for internal, managerial
use.
Tax
Preparation
Our firm offers professional preparation of all federal, state,
and local tax returns at competitive, affordable
rates.
Financial
Forecast and Projections
Our firm provides complete financial and business forecasting
services, including proforma projections. We will also
customize -What If- planning scenarios to help management
foresee and plan for unexpected business
contingencies.
COOPERATIVES
AND CONDOMINIUMS
We specialize in the audit and review of coops and
condominiums. We also assist in the preparation of the annual
budget and prepare forms 1098. We prepare all corporate tax
returns and review any tax notices.
To schedule a complimentary, no-cost, no-obligation initial consultation with me, please call my office.
- (631) 543-4933