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Client Services

Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

(Click Service Title For Details)

Accounting & Assurance Services

Audit of Financial Statements

Financial statements constitute a key communication between the company and its stakeholders to ensure the continued business relationships. Our audit attests the fair representation of this communication. We use risk based approach in our audit of financial statements which entails understanding your business and the environment you operate to identify the risks that affects your business and the financial reporting process. We then consider how these risks are controlled or mitigated internally. This provides a framework for us to design and perform audit procedures and to express our opinion.

In addition, we view our audit as an excellent opportunity for us to provide constructive solutions for maximizing your company's profitability and efficiency.

Financial Reporting Services

We can assist you in the preparation of your financial statements in accordance with generally accepted accounting rules.  Business transactions have become complex; so are the standards that provide guidance for accounting and reporting those transactions. We bring our expertise to help you analyze the facts and guidance to report transactions correctly.

IFRS Services

IFRS or IFRS for SMEs may be an alternative for several US companies especially for those with international operations and relationships. The differences between IFRS and US GAAP have been narrowed significantly in recent years. This makes the conversion relatively easy in many situations. If you are currently an IFRS reporter or planning conversion, our expertise in IFRS reporting is available to you.

Tax Services

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Consulting Services

Internal Control Assessment, Design and Implementation

Internal controls are essential for any organization to achieve operating, financial reporting and compliance objectives. We can assist you in evaluating your organization’s internal controls, and designing and implementing controls.  We take a risk based approach and utilize guidance provided in COSO’s Internal Control- Integrated Framework.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Business Consulting

We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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