Accounting Services
Meeting the Accounting Needs of our Clients

Construction and Small Business Accounting

Financial Statement Compilations

Internal Auditing & Training

Cash Flow Forecasting and Budgeting

Software Training & Support

Bank Reconciliations

Bookkeeping

​Partner Resources – Tax & Strategic Planning

Outsourced CFO Services

• Evaluation of your business organization structure with respect to:
  • the manner in which assets are held;
  • how various operations are conducted;
  • business tax structure; and
  • Business tax planning.
• Insurance and risk management – Determine the organization’s ability to tolerate financial risks and, accordingly, the need for insurance to cover the risk in-excess of its tolerance.
• Strategic planning – Assist in interviewing and selecting financial personnel and third party financial service providers
• Short-term and long-term financial forecasting
• Capital asset acquisition planning – Project capital asset acquisitions and evaluate financing options
• Cash flow modeling
• Develop the appropriate financing model – The appropriate financing model may reduce the equity requirements of the owners thereby reducing the owner’s financial risk
• Develop a financing packet for proposals to lending institutions
• Business succession – Develop a plan to provide for the next generation of owners and or managers
• Personal tax structure and financial organization of the owners or key management personnel
• Design internal financial reports, including incorporation of key indicators of financial success
• Assist management in interpreting and utilizing financial reports
• Oversee financial statement preparation
• Develop and/or document internal processes – Developing and documenting repetitious processes allows for easier delegation to lower level staff and makes for easier allocation of work among staff.