FINANCIAL SERVICES

In addition to providing you with accounting, book-keeping, payroll, and tax preparation services we can assist in providing the following financial services.

  • ENTITY SELECTION AND RESTRUCTURING
  • FINANCIAL STATEMENT ANALYSIS
  • BUSINESS TAX PLANNING
  • ESTATE & TRUST PLANNING
  • CASH FLOW & BUDGETING ANALYSIS
  • FINANCIAL PROJECTIONS AND FORECASTS
  • BUSINESS VALUATION
  • TRANSACTION STRUCTURING AND NEGOTIATIONS
  • SUCCESSION PLANNING
  • IRS REPRESENTATION 
  • SALES TAX AUDIT
  • FRANCHISE TAX AUDIT
  • BOOKS CLEAN-UP
  • LEGAL CORRESPONDENCE
  • BANK CORRESPONDENCE
  • PERSONAL FINANCIAL PLANNING
  • INDIVIDUAL TAX PLANNING
  • COST ACCOUNTING
  • EQUITY METHOD ACCOUNTING
  • ADVANCED ACCOUNTING
  • INVENTORY ACCOUNTING (FIFO, LIFO, WACG)
  • KPIs
  • BANKRUPTCY
  • CONSULTING
 
z