Management reports such as actual to budget are important in a business. Insurance and banking needs are examples of areas we review.
Here we become involved in gathering information to gain an understanding of an individual’s or a business’s financial standing through the use of financial and analytical processes.
Here we become involved in analyzing personal and business assets and liabilities. All assets and liabilities need to be carefully recorded and a value must be agreed on. Often there are items such as intangible assets and depreciable assets the require detailed work....
At any point in time we are involved with a number of clients who are expanding their business and have asked us for guidance or assistance with purchasing another business. Some owners are ready to sell and need assistance in getting their accounting records in order...
We support QuickBooks software and can provide training on the client’s premises or at our office. We will set up the chart of accounts and get the accounting process off on the right track. We can follow-up with the client on a monthly or quarterly basis to...
We will meet with you to discuss the type of business entity that is most favorable for your business. It may be a sole proprietorship, partnership, corporation, S corporation or LLC. After deciding which type of entity best suits your needs, we can assist you with...
