Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services: 

Our business planning and advisory services include:

• Audit, Review and Compilation
• Agreed Upon Procedures (AUP)
• Review and evaluation of internal controls
• Planning for strategic growth
• Assistance with debt and financing
• Business valuations and due diligence
• Business entity selection and restructuring
• Business expansion and acquisition analysis
• Evaluation and implementation of accounting software
• Setup for QuickBooks – Services for QuickBooks 

Start Planning for Future Success Today

It’s more important than ever to have a trusted business advisor like us by your side to help you plan for the future success of your business. If you’re ready to turn today’s challenges into tomorrow’s opportunities, don’t wait a minute longer to contact us. 

Audit, Reviews and Compilations

As proven Expertise in Audits, Compilations, and Reviews, we view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. A business owner like you may be accountable to creditors, private investors, and shareholders, all of whom are interested in ensuring that the company’s financial statements accurately represent the true financial position of the company. We provide financial reporting on all three levels of assurance:

• Audit- an intensive examination with the highest level of assurance
• Review – some analytical procedures conducted with limited assurance 
• Compilation – based upon client information provided and used primarily for internal use. 

Audit Services

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company’s systems and records providing the highest level of assurance.  Audit services are the highest level of service provided. We work closely with key personnel to gain knowledge of internal control systems (“checks and balances”). Verification and substantiation procedures are performed in accordance with Generally Accepted Auditing Standards (GAAS).

Audit Reviews

A review is similar to an audit, but offers only limited assurance that the financial statements are presented in accordance with Generally Accepted Accounting Principles (GAAP) or another comprehensive basis of accounting.  A review includes significantly less testing than an audit, mostly consisting of analytical procedures and inquiries of management.  A review may be an economical solution for an entity that doesn’t need the full assurances of an audit. Key personnel are interviewed about the company’s accounting policies and procedures, industry, operations, and financial statements.  A review report is issued as well.

Financial Statement Compilations

A compilation consists of presenting financial information provided by management in the form of financial statements.  Although compiled financial statements do not include any assurance, they can be especially useful for management’s internal use. There is no verification that the numbers presented in the statements are accurate and the financial statements produced are for management and third-party use.

Agreed-Upon Procedures (AUP)

Agreed-Upon Procedure Engagements are just that – specific procedures that management and our firm has agreed to complete prior to the start of an engagement.  These engagements may be the result of a request from a third party or management to verify specific financial information or other assertions.  Upon the completion of an agreed-upon procedures engagement, a report outlining the procedures completed and the findings as a result of those procedures is issued 

Internal Controls

Effective Internal Control Systems or Risk Management That Meet Your Business Needs.

As trained professionals, we have assisted many business owners in creating effective internal control systems or risk management services to prevent employee fraud, ensure compliance with regulations, and make sure company policies and procedures are in place so that your business operations are effective and efficient. 

We work with your business to identify and document weaknesses with existing internal controls, then perform procedures to test whether the current internal controls you have in place are effective. Finally, we offer recommendations in a report of findings that can be used to strengthen your internal control systems, and that reflect the needs of a particular business.  

What we do for you:

• Evaluate the effectiveness of controls in mitigating key risks across business processes
• Review operations to determine whether the results are consistent with established objectives and goals and carried out as planned
• Escalate issues, risks and controls deficiencies promptly via a formal issue management process
• Identify trend and emerging risks
• Recommend segregation of duties for implementation by dividing responsibilities so that no single person has control over all aspects of financial transactions.
• Make sure transactions are authorized through delegating approval authority to an individual only when the transactions are consistent with policy and funds are available.
• Ensure records are routinely reviewed and reconciled by someone other than the preparer or transactor.
• Ensure that equipment, inventories, cash, and other property are accounted for. 
• Physically secure, periodically count, and compared with item descriptions shown on control records.
• Set up proper channels for reporting suspected improprieties.

Business Formation

Helping You Build the Foundation for a Successful Business

The decision to start a new business is an exciting one, but as every experienced business owner knows, there’s more to it than developing a product and hoping it sells. 

As an entrepreneur, you’re probably a “big picture” person with a vision. You’d rather not deal with nitty-gritty details like choosing a business entity, sales and payroll tax, or accounting systems that help you manage cash flow. The good news is that we’re here to help you figure it out.

What We Do for You:

• Determine which business entity best meets your goals and minimizes tax liability
• Partnership agreements
• Set up an accounting system using software that works for you
• Make sure you are compliant with state, local, and federal tax laws such as sales and use tax, payroll tax, and Federal EIN (Employer Identification Number)
• Prepare annual tax returns and quarterly estimated taxes as needed
• Assist you in filing paperwork for state and local licenses and permits as required
• Assess your business insurance needs

Avoid a Cash Crisis, Call Us First.