As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

• Certified audit of financial statements
• Unaudited compilation of financial statements
• Unaudited review of financial statements
• Special agreed-upon procedures examinations and reviews
• Regulatory audit and review procedures
• Pre-loan surveys
• Collateral Audits and Review
• Pre-audit accounting assistance
• Lease pass-thru audits and reviews

• Business and personal income tax return preparation and planning
• Payroll tax return, Form W-2 and Form 1099 preparation
• Sales and use, personal property, occupational, and other tax return preparation

• Business succession strategies and planning
• Corporate tax return preparation and planning
• Entity and transactional planning
• Estate and income planning
• Estate and Trust tax return preparation
• Exempt Organization tax return preparation and planning
• Financial planning and counseling
• Gift and charitable contribution planning
• Gift tax return preparation
• Individual tax return preparation and planning
• Investment advisory services
• Partnership tax return preparation and planning
• Planning for children’s education
• Planning for stock options and employee benefits
• Projection and preparation of estimated tax payments
• Representation before IRS and state tax authorities
• Retirement and distribution planning
• Retirement plan tax return preparation
• Tax deferred exchanges

• Accounting Manuals
• Accounting/Internal Control Evaluations
• Accounts Receivable Management
• Annual/Multi-Year Budget
• Bank Relationships
• Breakeven Analysis
• Cash Flow Projections/Analysis
• Cash Management
• CFO/Controller Acting duties
• Compensation Analysis
• Competitive Analysis
• Contract Evaluations
• Corporate Goal Formulation
• Cost Allocations
• Cost Analysis
• Economic Impact Analysis
• Executive Search
• Feasibility Studies
• Financial Analysis
• Financial Management Reporting
• Financial Strategies and Plans
• Fixed Asset Management
• Forecasts and Projections
• Inventory Management
• Investment Analysis
• Job Descriptions
• Lease Evaluations
• Management Reviews
• Management Training/Seminars
• Manpower Demands
• Operational Reviews
• Organizational Reviews
• Personnel Manuals
• Pricing
• Pro Forma Financial Statements
• Productivity Analysis
• Program Evaluations
• Program Management
• Program/Contract Audits
• Project Feasibility and Analysis
• Rate Studies
• Relocation Analysis
• Return on Investment Analysis
• Situational Evaluation
• Special Financial Models
• Start Up Analysis
• Strategic Business Unit Analysis
• Strategic Planning

• Litigation Consulting Services
• Anti-Trust Matters
• Bankruptcy and Reorganization
• Breach of Contract
• Business Interruption
• Claims and Damage Analysis
• Consultation and Technical Support
• Contract Costs and Claims
• Damage Assessment and Studies
• Divorce and Separation Assistance
• Due Diligence Services
• Evaluation and Analysis of Financial Data and Documents
• Expert Witness Testimony and Reports
• Financial Planning to Structured Settlements
• Historical Financial Analysis
• Insurance Claims
• Lost Earnings or Profits
• Lost Value
• Malpractice suits
• Patent Infringement
• Pension and Profit Sharing Analysis
• Personal Injury
• Preparation of Court Exhibits
• Product Liability
• Tracing and Verification
• Wrongful Death
• Wrongful Termination

• Bankruptcy Reorganization
• Business, Personal and Estate Planning
• Buy-Sell Agreements
• Debt Financing
• ESOPS and other Employee Benefit Plans
• Estate Gift and Inheritance taxes
• Mergers, Acquisitions and Divestitures
• Partner/Shareholder Disputes
• Private and Public Offering

• Analysis of Corporate Records
• Asset and Witness Location through Public Records
• Bribery and Corruption Detection
• Development and Implementation of Fraud Policy
• Document Examination
• Evidence Assembly
• Financial Statement and other Fraud Prevention Measures
• Fraud and Embezzlement Auditing and Investigations
• Fraud Awareness Training
• Internal Control Reviews and Implementation
• Investigative Computer Techniques
• Pre- and Post-Employment Due Diligence
• Reconstruction of Records

• Preparation of compiled financial statements on a monthly, quarterly, annual or other periodic basis
• Maintenance of accounts receivable and accounts payable ledgers including customer invoicing and bill-paying
• Record-keeping of cash receipts, cash disbursements, accruals, and adjustments to produce a general ledger and trial balance
• Payroll services including coordination without side payroll-service bureaus
• Depreciation calculations and maintenance of depreciation schedules for fixed assets
• Bank reconciliation
• Account analyses and schedule preparation
• Department and service area reports

• New business structuring and set-up (Incorporation, S-Corp, LLC’s…)
• Strategic financial and business planning
• Consultation on financial statements prepared in-house including analytical review and business planning
• Implementation and development of financial accounting and management information systems
• Development and documentation of accounting and internal control policies and procedures
• Cash management
• Budget and cash flow analyses and planning
• Assistance with bank financing and relationships
• Bookkeeping instruction and training
• Temporary bookkeeping and accounting services
• Owner and employee benefits structuring and compliance matters
• Purchase or sale of a business

• Acquisition due diligence and structuring
• Tax structuring of purchase
• Depreciation schedules
• Chart of accounts and formatting of financial statements and management reports
• Budgets and cash flows
• Computerized accounting and information systems
• POS and polling manager software
• Compilation of monthly/period financial statements
• Accounts payable and bill paying
• Payroll processing and filings
• Bank reconciliation and daily cash reports
• Turnkey outsourced accounting and finance functions
• Acting CFO duties
• Franchiser relationships and reporting
• Lender relationships and reporting