Pre-Audit Prep

• Document review​

Succession Planning

• Strategic planning/training/communication

• Goals and objectives

• Business, marketing, and compensation plans

• Budgeting

• Clear definitions of each successor's roles

• Establishing board of directors

General Financial Consulting & Full Charge Bookkeeping

• Monthly Transactional accounting

• Payroll

• Consolidation

• Bill Payments

• Preparation of annual 1099 and annual W2/W3

• State and Local revenue filings

• Monthly and quarterly financial statements

Business Consulting

• Assisting clients with deciding which business entity type is best

• Advise on financial aspects of buying/selling businesses

• Strategic planning/situational analysis

• Operations management

• Performance improvement

Internal Control & Fraud Investigation

• Internal controls check ups

• Internal controls review and design

• Fraud investigation

Estate Planning & Litigation Support

• Buy/sell agreements

• Retirement planning/life changes planning