• Compilation, review and audit
  • Assisting with daily/monthly accounting functions; assistance in preparing clients’ internal financial statements
  • Tax compliance
  • Personal and business tax planning
  • Implementing, reviewing and enhancing accounting systems and internal controls.
  • Compilation and examination of prospective financial statements, i.e. forecasts and projections
  • Assisting with establishing and maintaining lending relationships

 

Consulting Services

  • Business start-up services
  • Business planning
  • Ownership retention/succession
  • Cash management
  • Budgeting
  • Lease vs. buy analysis
  • Graphing of significant financial/operating data