Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

The following services are by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General Ledger
  • Bookkeeping (Daily/Monthly/Quarterly/Annual
  • Accounting system setup for new businesses
  • Computerized payroll services including direct deposit
  • Business tax return preparation (Sales & Use/Business Property)

Bookeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping including preparation of checks, payroll, and invoices. We take time to visit with you about your individual needs and arrange for a service that is beneficial to both parties.

Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

Consulting Services

Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

Tax Services

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. We can also assist with setting up direct deposit options.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Income Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Tax Planning & Return Preparation
  • Individuals
  • Corporations/S-corporations
  • Partnerships
  • LLCs/LLPs
  • Trusts
  • Not-for-profit organizations
  • Taxing authority representation
  • Tax effects of buying/selling a business

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Miscellaneous

Agricultural & Livestock Accounting

Having grown up in the world of agriculture, we consider ourselves a part of your team of experts. We understand the conditions in which you choose to work and will assist you with trend analysis, tax planning, business management, and tax preparation.

QuickBooks Pro Advisor

Contact us for all of your QuickBooks needs including discounts on software and hardware.

Small Business Consulting

Cash flow is the number one concern for many small businesses. We can assist with structuring your business for long-term success.