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We
specialize in serving churches and nonprofit organizations. We have an
unique niche for serving small businesses and a heart for serving
individuals. We are a full service CPA firm.
Our
services are very comprehensive. Call for a free evaluation of your
church's internal controls and compliance with IRS and Clergy
compensation.
Church Internal Controls Review
Our
Firm will help your church protect their assets by analyzing and
improving your existing internal control systems. We are available to
identify areas of vulnerability and recommend long-term solutions.
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Not-For-Profit Organizations
The
firm has extensive experience in the area of Not-For-Profit
organizations including filing for exempt status, meeting Federal
reporting guidelines, developing and implementing fund accounting
systems, and creation and use of budgets.
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Reviewed or Audited Financial Statements
When more in depth financials are required, for example, for a grant or a large loan, we can help.
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Tax Return Preparation
The
best time to save money on your taxes is four to sixteen months before
they are due, and this requires expert planning. We provide one-on-one
pro-active tax counsel to meet your unique personal and business needs.
The typical client benefits the most from expert tax advice in:
Year-end strategic planning to help minimize your tax liability;
Effective and timely structuring of your personal and business
transactions; Executive compensation planning; Money-saving
self-employment and payroll strategies; Successful retirement and
estate planning.
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IRS Audit Representation
As
a valued client we will be available to you in dealing with the IRS and
other taxing authorities. We will represent you and assist you in
preparing for audits and appeals conferences. We also provide expert
counseling on technical tax issues, penalty assessments, and
negotiations to resolve payment of tax deficiencies.
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Personal Financial Planning
We
work with our clients in the areas of investment strategies, tax
planning, risk management, and asset preservation to maximize growth
but limit tax consequences. We ask the question "Where do you want to
be financially"? And then review their retirement, business, education
and other needs to be certain their goals are attainable.
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Consulting Services
Our
most important goal is to assist you and your company in increasing
after-tax profitability. The close working relationship we share with
our clients gives us a better understanding of their overall financial
goals. We offer a broad array of valuable consulting services
including: cash management, risk management (insurance), financing,
business valuation, compensation and benefit plans, computer-based
accounting systems, succession planning for family-owned businesses,
mergers and acquisitions, health care, compliance with government
regulations, litigation support, software evaluation and setups.
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Organizational Consulting
Our
Firm can provide expert advisory services to assist you with such
issues as organizational structure, job descriptions, performance
appraisal, teambuilding, communications, and other human resource
concerns.
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Information Technology Services
Our
computer technology consulting services address the full spectrum of
the computerized accounting packages, including application software
selection and installation, operations reviews, staff training, and
evaluation of day-to-day operating practices.
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Small Business Accounting Services
Our
unique niche for serving small business we help keep your business
running smoothly. Our bookkeeping services include Monthly Operating
Statements, Bank Reconciliations, Audit Trails, Balance Sheet,
Financial Graphs and Budgets. We realize that most small businesses can
not afford a full-time accountant but still need the expertise at
times. We only limited number of businesses that are serious about
their financial picture.
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Monthly Operating Statements
These
give you a monthly look at where you stand so you can act on a problem
or seize an opportunity before it's too late. Every month we look at
your financial picture so we can alert you to those areas that need
your attention. Watching your bottom line can often help improve it.
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Bank Reconciliations
We
prove out your bank balance every month and advise you of any bank
charges, bank errors, or arithmetic mistakes on your part so you know
exactly how much cash is available for spending.
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Payroll Registers:
These records on each and every employee are required by law and help us to prepare your payroll tax returns.
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Audit Trail
A
record of transactions is printed out for you in case of an audit. The
format is arranged so you can use it to understand in more detail how
the dollars come together on your operating statement.
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Balance Sheet
Shows
cash balances, accounts receivable, taxes owed, etc. This is
particularly useful to your banker when he is trying to make a decision
about a loan.
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Financial Graphs
They help you understand, at a glance, financial data such as monthly sales trends, expenses, profits, etc.
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Budgets
We
can help you draw up a plan of action for the year. Throughout the year
we can track the progress you're making toward your goals.
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