Areas of Practice
COMPILATION
Also known as a "Notice to Reader", compilation engagements provide you with a professional set of unaudited financial statements that can be used for your various business needs. A compilation engagement provides no assurance and simply compiles your trial balance into financial statement format ensuring that it is formatted appropriately and free of any obvious errors.
BOOKKEEPING
We provide full-scale bookkeeping services transforming your receipts into financial statements and complete accounting records using the most up-to-date accounting software. We provide customized solutions for your business and provide recommendations on bookkeeping policies, payroll and other transactions.
REVIEW
Review engagements provide some assurance over a set of financial statements, though they are substantially less in scope than audits. We perform inquiry and other financial statement analysis in order to provide limited assurance in lieu of issuing a formal audit opinion. These financial statements include notes to the financial statements and are in accordance with the appropriate financial reporting standards.
TAX COMPLIANCE AND PLANNING
In addition to providing complete tax preparation and filing services, we also provide tax planning solutions that help you reduce your tax liability. Servicing both individuals and businesses, we work to supply the most tax-efficient strategies with regards to: tax structures, owner-managed compensation, and transfers of assets. We also work to assist with commodity tax as well as research various tax benefits, credits and other strategies to benefit your business.
AUDIT
Audit engagements involve the issuing of an opinion that the financial statements are presented fairly, and are free of material misstatement. They provide the maximum amount of assurance to your stakeholders and various regulatory bodies. Detailed testing is performed over the financial statements and a report is issued along with ensuring that the statements and notes are in accordance with the appropriate financial reporting standards.
CONSULTING
We provide consulting services to small businesses operating in a variety of industries. We specialize in franchising, consulting for professional services in the healthcare field, as well as in manufacturing.