Practice Areas

Advisory

 

We do more than prepare documents. We are always on the look-out for potential cost saving and revenue growth opportunities to add value for our clients.

Tax Planning
With new tax law changes, it's important to make sure you are benefiting from all credits and deductions applicable to your situation. We can customize a tax plan and monitor it through-out the year to ensure there are no surprises at tax time.

Tax Return Preparation

 

  • Individual

  • Small Business

  • Corporation

  • Non-Profit

  • Expatriate

  • Estate

  • Trust

  • Gift

  • Sales

Bookkeeping

 

Monthly bookkeeping is essential for any business. 

 

Exceptional bookkeeping, with a customized tax plan, is the gateway to reduce tax liability. For a fixed monthly fee, bookkeeping, tax planning, and tax return preparation services can be bundled together at a reduced cost.

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Profit or Loss Statement: A report to track if expenses exceed income. This is a great way to compare monthly income and watch expenses closely.

Balance Sheet: A report to track your assets, liabilities and equity. This is a great tool to use to keep your business debt from becoming unmanageable. 

Bank Reconciliation: A report to account for your cash and ensure it matches your bank's records.

Statement of Cash Flows: An at-a-glance report to identify incoming revenue and outgoing expenses.

Grant & Contract Management

 

We have unique expert experience in managing post award finances from grants, contracts, sub-awards and cooperative agreements.

We will prepare a budget and monitor it closely as part of our monthly bookkeeping service to make sure expenditures do not exceed what is budgeted in the Notice of Award.