Accounting and Financial Reporting

Our assurance services live up to the name. We offer the services you need to improve workflow, accuracy, and record keeping.

  • Compilation and reviews of financial statements
  • Small business accounting services
  • Family office services
  • QuickBooks implementation and customization

Tax Services

Planning is the key to successfully reducing your tax liability. We offer tax compliance as well as proactive tax saving strategies, so that you can maximize your income.

  • Corporate, LLC and partnership tax returns
  • Individual tax returns
  • Corporate and individual tax planning
  • Trust and estate tax services
  • Estate tax planning
  • Analysis of various tax credits available

CFO Consulting Services

We recognize that a growing small business may lack the internal accounting support that management requires to make timely financial decisions. We take that burden away by providing the following:

  • Review and document the current accounting system, procedures, workflow, and staff responsibilities; recommend changes as necessary; and help implement those changes
  • Assist and train the accounting staff in maintaining accurate and timely financial records
  • Oversee the accounting staff and review the accuracy of the accounting records
  • Provide accurate and timely interim financial statements to ownership
  • Prepare annual budgets and update with projections throughout the year
  • Prepare financial reports by department and/or location
  • Recommend tax savings strategies
  • Provide financial analysis to assist in management decision-making, with issues such as:
    • Union and related labor costs
    • Executive compensation
    • Expansion planning and forecasting
  • Financing strategies
  • Mergers and acquisitions support, including:
    • Analysis of potential transactions
    • Preparation of financial records for potential transactions
    • Support during due diligence procedures
  • Act as liaison with bankers, outside CPA firm, lawyers, insurance agents and other consultants

Family Governance and Advisory Services

We have decades of experience helping high net worth families overcome the challenges experienced in dealing with business, wealth, and life issues, as they relate to the family dynamic. Let us guide you through this process.

  • Initial meeting. We begin by assessing your objectives, what you own, and how the ownership is structured. This step concludes only when we have a clear understanding of your goals.
  • Action plan. We come up with a mission statement and protocol to protect your values and ensure smooth succession planning. We help you communicate your objectives to the family, facilitating meetings and educating family members.

To ensure a smooth process, we work with all your service providers – lawyers, asset managers, trust companies, private bankers, trustees, custodians, insurance agents and consultants – to make sure that everyone understands the mission and objectives to preserve your family's wealth.

A bonus result is that this process may uncover business process inefficiencies and cost savings opportunities.