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FINANCIAL REPORTING
- Compilation
- Review
- Audit
- Personal financial statements
- Presentations for obtaining financing
MANAGEMENT & ADVISORY ASSISTANCE
- Cash flow management
- Economic Projections
- Budgeting
- Business valuations
- Capital investment analysis
- Mergers and acquisitions
- Cost controls
- Loan procurement assistance
- Certified financial planning
- Profit Enhancement Program
TAX SOLUTIONS
- Corporate and Individual tax return preparation
- Estate and gift tax planning and compliance
- Representation before Internal Revenue Service
- Long-range planning
- Forecasts and projections
- Interpretation of tax laws for client benefit
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CLIENT ACCOUNTING SERVICES
- Bookkeeping: monthly, quarterly, annually
- Property tax returns
- Payroll tax returns
- Computer conversion implementation and assistance
- Bookkeeper training and support
- Temporary assistance to organize and update existing bookkeeping
system
INSURANCE ACCOUNTING SERVICES
- Statutory bookkeeping: monthly, quarterly, annually
- Annual statement (yellow book) preparation
- Premium tax returns
- Statutory investment accounting
- Statutory audits
- Assistance with Insurance Department issues
- Claims Department analysis
- Insurance taxation
- Reinsurance review and assistance
- Risk-based capital analysis and planning
RETIREMENT PLAN SERVICES
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