So what is meant by customized solutions?  It means that each and every business owner will be given a one-on-one opportunity to define the services that will save time and money as well as a plan for customized implementation of those services that is designed to fit the needs of their respective businesses.

Whether you need someone to take over the record keeping all together or merely at year end for the closing process, there is a service designed to fit your needs.  Some other types of common services in addition to bookkeeping, financial statement preparation, and tax return preparation are listed below:


Ø      Payroll, sales, and use taxes

Ø      Personal property taxes 

Ø      Projections, forecasts, present value and internal rate of return calculations, and budgeting assistance

Ø      Assisting with IRS, workers compensation, and other audits 

Ø      Working with creditors and monitoring debt covenants 

Ø      Researching tax credits and deductions 

Ø      Making suggestions for retirement, trust, and estate planning 

Ø      Internal control assistance for controls over assets, record keeping, financial reporting, and compliance with regulations

Ø      Monitoring financial information for signs of weakness and/or opportunity