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Our Solutions Services
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▪ Troubleshoot & evaluate inadequacies in existing financial reporting to identify & uncover weaknesses
▪ Strengthen, streamline & upgrade processes & procedures where required
▪ Deliver candid recommendations for improvements
▪ Implement consummate logic & organizational skills to design, devise, set-up & coordinate new reporting mechanisms
▪ Demonstrate initiative, creativity, commitment & accountability in problem solving
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▪ Establish, oversee & enforce audit & control measures over financial reporting
▪ Implement quality control checks & balances in the financial process to maintain integrity & accuracy
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▪ Review various levels of spending to assess financial inconsistencies
▪ Institute efficiencies & innovations where possible to save cost & expand internal control
▪ Provide strategic planning, coordination & guidance over all disbursements & revenue collection targets
▪ Prepare & develop monthly analysis of operating results & tracking mechanisms for all spending against planned & projected forecast targets
▪ Review all proposals for expenditures, & assess proposed solutions to confirm that spending is in line with overall targets & goals
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▪ Develop formal written communication & presentation of disbursement & revenue generating standards & guidelines for education & to formulate policy & controls
▪ Orchestrate & circulate project & spending proposals including the definition of plan objectives, identification of methodologies to achieve objectives, formulation of data analysis & control standards, & the outlining of plans to disseminate or implement project goals & strategies
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Our Advisory Services
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Business Consulting
▪ Provide Business Solutions
▪ Advise on Pricing, Credit Policies, Cash Flow Concerns
▪ Establish Internal Cost Controls
▪ Assist with Loan Applications
▪ Provide Guidance for Start-Up Businesses
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Personal Finance Coordination
▪ Establish Budget for Individuals
▪ Organize Bank Accounts and Financial
Records
▪ Periodic Review of Financial Position
▪ Manage Monthly Payments and Receipts
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Financial Process Coordination
▪ Develop, Coordinate and Implement Reporting Integration
▪ Create, Organize, and Manage Reporting Hierarchy Structures
▪ Establish Inter-Dependence between Diverse Financial Process Components
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Trusted Advisory
▪ Provider of Overall Financial Guidance
▪ Intimate Knowledge of Client
▪ Network of Professional Referrals
▪ Financial Advisory
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Our Tax Services
Tax Preparation & Filings
- Personal, Partnership, and Corporate Tax Returns
- Federal & State Income Tax Returns
- Estimated Tax Analysis
- Estate & Gift Tax Returns
- Payroll Tax Returns
- 1099, W-2, Information Returns
- Authorized IRS e-File Provider
- e-Payment of Taxes Through EFTPS & States
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Our Accounting Services
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General Accounting Services
- Bookkeeping Services
- Bank Reconciliations
- Payroll Reporting
- General Ledger/Journal Posting
- Management Reporting/Analysis
- Compile Financial Statements
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Estate Administration
- Set-Up / Planning of Estate Prior to Death
- Consult with Lawyer & Investment Advisors
- Execute Estate, Trust, Power of Attorney
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Notary Public Services
- Commissioned as Notary Public
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