Services are catagorized into four major areas. Within each area we have a variety of available options. We invite you to click on each of these areas to read more about B2d semago. 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.

Who knows a company's accounting and financial environment better than a CPA? Our recruiting processes include position evaluations, advertising, screening, interviewing, ranking and development of detailed job descriptions.

Transaction Reviews, Analysis and Execution

Every major business transaction has multiple impacts, including tax, economic and compliance issues. Serious negative impacts can result from incorrectly structured transactions. We provide transaction reviews and analysis - identifying business and tax issues and options/solutions.

Loan Analysis, Evaluation and Proposals

Borrowing money is an every day fact of business life. However, the way it is borrowed, used and repaid has almost infinite variations - each having different business and sometimes tax consequences. We provide the analysis and evaluation necessary to identify and understand the consequences and options/solutions.

The process of borrowing money is both involved and at times can impact the end result. We provide proposal analysis, projections, data packaging and loan source identification and interaction.

Business Acquisitions, Mergers and Divestitures

Multiple business and tax issues revolve around business acquisitions, mergers or divestitures - some of which can have severe negative and long-term impacts. We provide analysis and evaluation services to identify business acquisition, merger and divestiture consequences and options/solutions.

Advocacy Interaction With Your Other Professionals

Besides the professional relationship with a CPA, a typical business has other professional relationships - including attorneys, bankers, brokers, insurance agents and financial planners, among others. Each of these professions provide advice or services that impact the business. However, none have the broad scope business knowledge a CPA has. As your advocate, we will interact with these professionals and interpret and advise on consequences to the business.

Business Continuity and Succession Planning

Most closely held successful businesses have no plans for continuation in light of various catastrophic events. Further, owners of continuing, closely-held businesses often have few choices in exiting their businesses. We provide analysis and planning to identify continuity and succession issues and options/solutions.

Bankruptcy Proceedings

Sometimes a business venture does not turn out as expected and protection is obtained through bankruptcy proceedings. We work closely with company and creditor bankruptcy advocates, provide strategic tax and business planning, accounting services and court compliance reporting.

Litigation Support

A business operating in today's environment is likely to be exposed to, or have to resort to, litigation to protect itself from, or recover, financial damages. Working with attorneys, we provide both expert and advisory financial services in litigation proceedings.

Financial analysis and interpretation

So, how are we doing? This is not always easy to determine - and the "bottom line" doesn't always answer the question. To assist in understanding and acting on how a business is doing, we provide both operation and financial activity performance analysis, measurement and interpretation, budget preparation and analysis and financial ratio analysis.

Business Training

We are equipped with training aids and resources to provide a variety of training programs including:

• Accounting systems and processes

• Advanced financial management for non-financial business owners and managers

• Telephone answering and selling processes

• Customer service

• Building a better operating business

• Other business building topics

Business Development and Profitability Enhancement

Most small to medium businesses lack the resources to adequately plan and implement the business practices necessary to develop a business that works. Further, most of these businesses operate substantially under their profitability potentials - thereby reducing the owners long-term business value. To address these issues we provide a structured long-term program to selected businesses that helps to develop the business so it works the way its supposed to, while increasing profitability and owner value.

This program has various components including:

• Vision/mission statement development

• Organization structure analysis and design

• Development of job descriptions and employee performance measures

• Identifying and analyzing business strengths, weaknesses, opportunities and threats

• Identifying customer needs and frustrations

• Developing a business model

• Identifying critical success factors

• Evaluating business systems and critical processes and establishing policies, procedures and practices

• Establishing business performance standards and performance measuring tools

• Developing operating, financial and marketing plans

• Developing management business control plans

For the small business person, preparation of periodic financial statements and maintaining the underlying accounting records is a daunting task. Unfortunately, every business must keep records and at least annually produce financial statements. We provide services to help you with this process. They include:

• Design of accounting and record retention systems

• Preparation and maintenance of accounting procedures manuals

• Providing assistance in selection of accounting computer software, associated hardware and installation and set up

• Providing staff assistance, at your office, to assist in processing accounting data

• Periodically producing required accounting records

• Periodically producing financial statements

• Assisting management and owners in understanding financial statements

Additionally, if required by outside parties, we can audit or review your financial statements.

Payroll Tax Return Preparation

If you have employees, you have to file Federal and state payroll tax returns. These returns, while straight forward, require diligence in order to avoid substantial penalties for errors, deposits not made on time and late filing, among other things. We track and prepare these returns for you and provide consulting services on tax rules and regulations. In addition, when audits or questions arise from the taxing authorities we are available, at your appointment, to proactively represent you.

Fixed Asset Accounting

Fixed assets, or property and equipment, are those capital assets used in a business. Depending on the type of business, these assets may be extensive or only include minor office equipment. However, whatever the business, there are a variety of accounting and tax rules affecting fixed assets. The impact of these rules could be significant. As such, the fixed asset accounting records should be in sufficient detail to allow the business to properly control these assets, account for them and take all tax benefits available. We provide fixed asset consulting, computer records and periodic maintenance.

Tax Return Preparation and Consulting

Generally, small businesses are required to prepare exactly the same tax forms as the largest businesses. We prepare all Federal and state income and other tax forms and provide a wide range of tax consulting services.

Controller Services

Some businesses cannot afford or do not need a full time controller. However, the business still has needs for the financial insight provided by such a position. We provide part-time, regular controller services at your business location. Our services include, among others:

• Accounting organization and process review, analysis, design and implementation of changes

• Oversight of internal accounting personnel and their performance

• Problem identification, analysis and resolution

• Oversight of the output of the internal accounting process and review of underlying supporting data

• Assisting Owners/Managers in identifying performance goals and setting up measurement processes

• Advising Owners/Managers on areas of business risks and options/solutions

• Assist Management in interpreting business financial position and operating results

Each business requiring these services will have unique needs. We design our services to address those unique needs.

Accounting Software

There are numerous vendors providing accounting software. Depending usually on price, accounting software has multiple features which you may or may not need. Further, some accounting software is very "user" friendly and other are not. We analyze your software needs, evaluate internal support and staff, identify vendors and assist in installation and set up.

Owner, Employee Fringe Benefits

There are numerous owner and employee fringe benefit programs. These include, among others, retirement plans, owner/employee compensation plans and insurance plans. Each can have a different economic and tax impact on the business. We provide the analysis and evaluation services to identify fringe benefit plans most suitable to your business and provide you with options/solutions.

Business Plans

Every business should have a written business plan to provide a road map to its future and a base from which to measure progress. Working with the owner/management we prepare business plans that cover marketing, operations, human resources and financial controls. As part of this service, we annually update the plan as business conditions change.

Other Business Advisory Services

A small business has issues and needs similar to larger businesses. Due to a lack of internal resources, these issues and needs cannot always be addressed. We provide a variety of business advisory services that are available to meet the need of our small business clients. See our Business Advisory menu of services for details.

We live in an environment that requires payments to and periodic filings of income and other tax forms to a variety of taxing authorities. Each of these taxing authorities have rules and regulations that dictate what is or isn't included on these forms, when and where to file and rates and types of tax to be paid.

We prepare filings of various income and tax forms for:

• Individuals

• Corporations

• Partnerships

• Limited Liability Corporations and Limited Liability Partnerships

• Estates, Trusts and Gifts

• Not-for-Profit Organizations

Our tax library has the taxing authorities' rules and regulations which we interpret and position you in the best allowable filing position.

Internally we maintain computer records on each client's filing due dates. Our Team Members will never let you miss a filing deadline.

Representation before Taxing Authorities

Sometimes, the taxing authorities will audit the information you have put on a tax form. This can be a trying and stressful process. We can, upon your appointment, serve as your advocate and interact directly with the taxing authority on your behalf. We will actively defend your tax filing to your best benefit.

Tax Research

Unfortunately, our tax laws are complicated. It is not always clear which way to treat a transaction or position yourself on a tax filing. We maintain a complete library of tax research materials, including court cases, that allow us to research any tax issue you may encounter.

Tax Planning (General)

There are many transactions that are encountered in day-to-day business operations that have potential tax impact. Many of these transactions, if properly planned, can be structured to your tax benefit. Further, taxing authority rules and regulations many times allow optional tax treatment of transactions, accounting methods, timing, etc. We provide assistance in identifying and reviewing your planning opportunities and help you select the most advantageous option/solution.

Estate and Gift Tax Planning

Effective estate and gift tax planning provides for the orderly transfer of assets to your beneficiaries, security for your family and reduction or elimination of taxes due. We provide the planning guidance through the complex process of getting your estate affairs in order.

Employer Benefit Planning

There are numerous qualified and non-qualified employee retirement benefit plans. Each has is own positive and negative tax attributes. Further, there are other fringe benefits, such as medical, dental, vision and disability insurance, that have tax consequences. We provide the strategies to minimize the potential tax affects and help you select the most advantageous option/solution.

Executive Compensation

Corporate executives are frequently rewarded through programs that provide extra compensation. These programs take on a variety of both qualified and non-qualified forms. We provide assistance in identifying and establishing these executive compensation programs.

Cost Segregation

This is a concept that allows real property owners to accelerate their depreciation expense deductions to the maximum allowed. The end result is significant tax deferrals. We provide the assistance, including working with building contractors, to identify and segregate the various cost components and maximize depreciation deductions.

Other Tax Consulting

Tax implications are a consideration in almost any business arrangement. As such, it is necessary to understand and defer/utilize tax consequences to their maximum. We provide tax consulting in various areas including:

• Litigation proceedings

• Business succession

• Mergers, acquisitions and business divestitures

• Bankruptcy and re-organizations

• Loan proposals

• Business valuations

• Multi-state and foreign taxes

Our tax consulting practice is directed toward providing proactive approaches and flexible strategies.

Businesses are required by banks, the government and others to provide financial statements that have been audited or reviewed by a C.P.A. Audit and review standards and financial statement disclosures are dictated by the accounting and regulatory authorities. We perform financial statement audits and reviews in a number of different industries in accordance with regulatory direction. As part of these services the Firm must maintain an up-to-date accounting and reference library, provide a minimum of staff training, have a detailed documented quality control system and periodically, have a Peer review of its adherence to its quality control system.

Projections and Forecasts

Businesses require forward looking financial statements for a variety of reasons including business plans, loans and valuations. The process of preparing forward looking financial statements requires an understanding of the business and industry in which it operates, the impact of assumptions, as well as prevailing economic conditions. We prepare internal use, audited, reviewed and compiled projected and forecasted financial statements.

Agreed-upon Procedures

At times a business may require that an independent evaluation of a financial or operating process be performed using certain selected procedures. The objective of this evaluation could be to determine whether a process is or isn't working as it should be. We perform agreed-upon procedures services which include assisting management in identifying objectives, designing procedures and reporting on outcomes.

Accounting Research

Accounting and auditing rules periodically change. These changes can significantly impact your business. We maintain a complete library of accounting and auditing research materials that allow us to address any issue you may encounter.

Other Accounting and Auditng Services

We provide other accounting and auditing services in the following areas:

• Review, analysis and correction of internal and financial controls

• Performance of internal audit procedures on operating and financial processes and compliance with Company policies and procedures

• Capital and operational budgeting

• Regulatory procedure and compliance reviews and audits

• Providing assistance with implementation of new or revised accounting principles

• Other attestation services