Financial Consultant

services

Large enough to meet all your needs, small enough to know your name.

Solutions

 

Tax services

  • Individual Tax Returns - Form 1040

  • Corporate Tax Returns - Form 1120(S)

  • Partnership Tax Returns - Form 1065

  • Payroll Tax Returns

  • Sales Tax Returns

  • Tax Planning & Projections


process solutions

  • Computerized General Ledger

  • Quickbooks Implementation & Consultation

  • Process Improvement & Automation


financial tools & products

  • Forecast Financial Resources

  • Estate Planning

  • Fraud Investigative Services



Accounting services

  • Financial Statement Preparation & Compilation

  • Budgets & Financial Trends

  • Bank Account Reconciliation

  • Telephone or Email Consultations

  • Internal Accounting Control

  • Audits & Reviews for Banking/Regulatory Compliance

  • CFO/Controller Services


retirement planning

  • Personal Financial Planning

  • Investment Advising

  • College Savings Plans


business formation

  • Choice of Entity

  • Start-up Business Consultation

  • LLC Formation

  • Obtain EIN

  • Publish Articles



bookkeeping

  • Processing of Bills, Checks, Invoices, etc.

  • Account Reconciliations

  • AP& AR Processing


payroll

  • Payroll System Setup

  • Federal Tax Deposits & Filings

  • State Tax Deposits & Filings

  • Time Tracking

  • Payroll Reports

  • Accounting System Integration


BUSINESS STRATEGY

  • Management Oversight

  • Cash Management

  • Debt Management

  • Business Plans & Projections

  • Business Valuations

  • Due Diligence