
Preparation of financial statements
Complete bookkeeping services
Complete payroll services
Preparation of Pro Forma financial statements
Asset lease/purchase analysis
Billing and accounts receivable management
Expense cycle management
Start-up and organizational assistance
Formation of Corporations and LLC's
Internal control and work flow reviews
Business marketing planning and review
Computer automation and system reviews
Credit policy and procedures review
Medical savings reimbursement plan formation
Legal operating entity review
Personal financial statements
Retirement planning
Future financial need planning: college,
financial independence, real estate and
limited partnership advice
Business income tax return preparation
Individual income tax return preparation
Tax planning and tax avoidance counseling
IRS Audit Representation