| Computer Consulting - QuickBooks and Peachtree |
| Computer operations that run smoothly and efficiently are critical to the success of any company, regardless of the industry. Today’s businesses use computers in nearly every aspect of their operations including ordering, distribution, maintaining inventory, accounting, management, communications and more. Using computers, and using them in the most efficient and economical ways, saves our clients money. We have found through our involvement with many firms’ accounting and bookkeeping practices that we can help them realize cost savings by improving the way those procedures, as well as other administrative and production operations, are handled. For firms that are considering the substantial investment in accounting software, we can assist you in evaluating various software packages and provide a list of the software packages that will best meet your unique requirements |
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| Accounting Services |
| Over the years, our clients have increasingly depended on our business and management advice. We approach each assignment with the philosophy that a problem is not a problem but an opportunity to assist in your growth. Our involvement with many businesses in a variety of industries enables us to maintain an intimate knowledge of a broad range of business activities for clients such as manufacturers, medical companies, non-profit entities and more. We have the experience necessary to serve you in many business areas including:
* Accounting systems
* Business valuations
* Computer systems
* Software evaluation
* Executive compensation plans
* Cash management
* Estate planning
* Personal financial planning
* Financial controls
* Profit planning and budgeting
* General business planning
* Strategic and long range planning |
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| Audits, Reviews and Compilations |
| Our audit and accounting services can help you achieve the degree of accountability you need while improving your business performance. We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Our primary financial statement services are briefly described below:
Write-up Services – This service includes general ledger bookkeeping, processing and preparing payroll tax returns, and maintaining accounts receivable and accounts payable ledgers. These procedures can be performed in our office or at your facility.
Compilations – This involves the input of your monthly financial data into our accounting software to produce financial statements. It is the service most commonly requested by organizations lacking extensive in-house accounting capabilities. Compiled financial statements are often prepared to satisfy lenders as well as assist owners in managing their business.
Reviews – This is the service of choice for most privately owned businesses. It involves analytical and inquiry procedures by the accountant to enable the expression of limited assurances about fairness of presentation in the financial statements.
Audits – This is the highest level of service an independent accountant performs relative to a company’s financial statements. It provides the greatest level of assurance that those statements are fairly presented. An audit involves detail testing and other procedures, such as review of a company’s internal controls, which enables the auditor to offer a range of suggestions and insights into managerial practices. |
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| Bookkeeping/Write-Up |
| Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. |
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| Financial Statements |
| We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions. |
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| Cash Flow & Budgeting Analysis |
| A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. |
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| Tax Services |
| In tax matters, we strive to obtain the most beneficial tax results consistent with our objectives. Virtually every financial transaction, whether business or personal in nature, should only be made after careful consideration of the tax implications. Our goal is to develop and implement tax strategies to build corporate and personal wealth. Beyond producing accurate and timely tax returns, our tax professionals serve as advocates for clients. Our goal is to gain an in-depth understanding of your business in order to identify opportunities that will reduce your tax burden and support your strategic goals. In addition to traditional services, we are experienced in succession and personal financial planning, mergers, acquisitions, and corporate reorganizations and estate and retirement planning. |
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| Tax Planning & Preparation |
| Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. |
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| Tax Planning |
| Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. |
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| Tax Preparation |
| Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. |
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| Estate & Trust Tax Preparation |
| Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
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| Business Valuations |
| Have you ever wondered what your business is worth? Do you know what steps you could take to increase the value of your business in the eyes of an appraiser? Have you made arrangements for the transition of your business ownership should you retire, become disabled or die? These questions can be answered through business valuation services. Our experience combined with our knowledge of the several acceptable valuation methods allow us to help you determine the value of your business for a variety of reasons such as:
* Possible sale of your business
* Potential purchase of another business
* Purchase life insurance for a co-owner
* Developing ownership transition agreements
* Dissolution of a business owner’s marriage
* Estate planning for the owner
As experienced appraisers, we can help you analyze your own business, determine its strengths and weaknesses, and work with you improve its marketability.
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| Estate Planning |
| Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
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| Retirement Planning |
| Review of your retirement plan during your working years and through your retirement years. |
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| Financial Forecasts & Projections |
| Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.
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| Consulting Services |
| 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 and 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. The following is just a few of the areas in which we provide consulting services:
*Accounting software selection and implementation
*Type of entity selection
*Buying/selling a business
*Computer systems
*Financial & retirement decisions
*Estate, trust & gift planning |
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