Accounting and Tax Services
Compilation and Review
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on two levels of assurance:
Review – A limited assurance report based on inquires made and analytical procedures performed which assesses materiality and risk.
Compilation – Financial Statements prepared based upon client provided information and used primarily for internal use because no assurance is provided.
Interim Financial Statement Surveys
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We help our clients develop their internal accounting systems to ensure monthly financial statements are prepared on a timely basis. These financial statements become instrumental management tools.
We survey your financial statements and other Key Performance Indicators on a monthly or quarterly basis depending on your needs. The purpose is to provide you an objective “outsider’s view” of what is working well or needs improvement in the areas of accounting, profit margin, and overall profitability within your organization. These surveys are a foundation for your senior advisory meetings.
Tax Preparation
Tax services offered include but are not limited to:
