Categories: Business Services

At times you may need a trained outside professional to evaluate your company’s operations to determine if the appropriate controls are in place to ensure proper handling of resources and to protect yourself from employee theft. We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures. Then we make […]

We can help you setup and maintain your non-profit organization’s tax-exempt status by handling all the IRS reporting for you. Each year the IRS requires most tax-exempt organizations to submit the Form 990 and its relations, which includes the following items. Income Statement with very specific revenue and expense categories like donations, salaries, postage, rent… Balance Sheet with specific […]

Thinking of owning your own business? Opening your own business is exciting and thrilling. It’s everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not. It’s up to you to maintain and stretch out the “thrill and excitement” period forever. A methodical plan […]

If you own a family business, retirement isn’t simply a matter of deciding not to go into the office anymore. You’ve got some critical questions to answer like… “What happens to the business when you’re no longer running it?” and “Will you have enough money to retire?” The family dynamic complicates the whole transition because […]

A Strategic Business Plan is much more than a tool to obtain financing. If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company’s direction. It can ensure that your key leaders are all on the same page, and keeps both management […]

Few things are more important to business owners than the value of their business. The valuation you get for your business can make or break a proposition. Whether you’re negotiating a merger, considering new shareholders, attempting to resolve disputes associated with liability, shareholder equity, estate planning or marital dissolution, objective valuation can make the difference […]

Need money to grow your business? Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! Therefore, it pays to be prepared and organized in your approach for financing. Put your best foot forward by allowing us to prepare a winning loan proposal for you. Our proposals have a […]

A wise business owner once said, “Happiness is a positive cash flow.” As a business owner, I’m sure you agree. Everything is better when your cash-in exceeds your cash-out. A cash crisis can be emotionally devastating and it can even kill your business. If you’ve ever had to beg, borrow and steal to cover tomorrows […]

Do you worry that you or your business might be the victim of fraud? Do you need to analyze your financial data to uncover potential misconduct? Are you investigating an entity for possible acquisition and need to ensure the absence of financial irregularities? Maybe you’re involved in litigation and require an expert witness to testify […]

Stockholders, creditors, and private investors often need assurance that the financial statements accurately represent the true financial position of a company. Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs. Audit – Highest Level of Assurance An audit provides the highest […]