SERVICES

We currently offer the following services to our clients. We serve clients including individuals, businesses, corporations, partnerships, estates and trusts. The services we will render for you are based on your needs, budget and expectations. Our goal is to provide a high-quality, value-added solution for your accounting, tax, audit or business management challenge. Please feel free to contact us to discuss your needs and set up a no-cost, no obligation and no pressure consultation.

Accounting & Auditing Services

Many organizations benefit from our accounting and auditing services whether a compilation, review or audit is required. Regardless of the level of service, we maintain the highest level of knowledge and expertise in the latest standards, requirements and regulations that could affect your operations. Whether your company or organization needs audited, reviewed, or compiled financial statements, assistance with regulatory or compliance issues, bookkeeping services, accounting software recommendations, or an accounting system review, you can be assured that you will receive the same level of service and quality guidance that we provide all of our clients with. Our accounting and auditing services include:

• Audits of Financial Statements
• Reviews of Financial Statements
• Compilations of Financial Statements
• Ratio Analysis and Industry Comparisons
• Year-End Profit and Cash Flow Projection and Planning ^{Go To Top}

Bookkeeping & Financial Management

Our bookkeeping and financial management services can take as little or as much of the daily accounting function out of your organization and allow you to focus on your business. You may utilize any or all of the following bookkeeping and financial management services:

• Daily, weekly, monthly, quarterly or annual updates of your accounting records based on the information you provide to us. You will receive an electronic and hard copy of your reconciled balance sheet, income statement and general ledger at the conclusion of each update.
   

• Accounts Payable Management – We will manage your accounts payable and optimize your business credit and the cash flow in your business by paying your bills in a timely manner while considering the effects of due dates, cash flow in the business, discounts and other factors that you may specify.
   

• Accounts Receivable Management – We will manage your accounts receivable function through invoicing, follow-up with customers, collection of outstanding accounts and providing you with accurate, timely and standardized reports aging your accounts receivable by customer.
   

• Per Diem CFO Services – We will utilize the data and information collected through the bookkeeping process to provide you with valuable overall business management. We work with you to identify those trends and strategic opportunities that will allow your organization to maximize its growth and achievement of goals. ^{Go To Top}

Tax Planning & Preparation

Our tax advisors help business enterprises and their owners maximize profitability and personal wealth by controlling the tax impact of business decisions and investments. For not-for-profit organizations, our professionals provide tax advice that addresses the unique needs and requirements of these entities. For individuals and families with significant wealth, we provide tax planning related to charitable giving, gifting and other estate transfer strategies. ^{Go To Top}
 

Emerging Business Services

We believe that one of the cornerstones of a solid business venture is laid by selecting the right entity and planning for your new business.

Our firm can consult with you to select the appropriate form of business whether it is a Sole Proprietorship, C-Corporation, S-Corporation, General Partnership, Limited Partnership or Limited Liability Company. We will work with you to make consideration for the effects of both corporate and individual tax consequences and the selection of the entity will optimize your limited liability protection as well as consideration for present and future tax liabilities. Our relationship with a law firm also allows us to assist you in the formation of your new entity if you so desire (See Entity Formation).

We will also work with you to develop your business plan. We can be as active or passive as you desire and our approach can range from the complete preparation of a comprehensive business plan to simply coaching you and assisting you in writing and developing a complete business plan.

We can also assist you throughout the start-up phase of your business as a trusted advisor and consultant. For example, we may work with you to obtain bids for services needed such as general contracting, equipment requisitions or other professional services. We also can assist you to locate the best financing alternatives for your business including providing bank representation and advocacy of your business plan to potential lenders. Through these services you can open your business with the confidence that a trusted advisor, who has been through this process many times, is ready to assist you and help you avoid the financial pitfalls of opening a new business. ^{Go To Top}
 

Business Management Consulting

The bottom-line benefits of optimizing, streamlining, and improving the efficiency of an organization are very real. The key is in making it happen. That's why a trusted business advisor is no longer a luxury, it is a necessity.

We listen, ask questions, analyze and help you address your business requirements by taking a strong analytical approach to your specific business needs. We work with your team to help leverage the resources in your organization in order to achieve your goals and objectives. Whether you are in your first year of business or have been in the industry your entire career our firm provides the following services to maximize your efficiency and effectiveness in reaching your organization’s goals and objectives.

• Cash Flow and Profitability Analysis
• Business Process Management and Analysis
• Employee Optimization Analysis
• Turnaround and Workout Consulting
• Business Valuation Services and Shareholder/Owner Value Optimization ^{Go To Top}

IRS Representation & Negotiation

Through our experience in tax planning and preparation we know the tax laws, and we are knowledgeable of current tax practices. We can provide you complete representation services before the IRS as well as state and local taxing authorities. Whether the IRS has selected you for an examination, audit or has assessed you additional tax and penalties we can assist you in paying the lowest tax possible based on the current Internal Revenue Code. We have represented clients before the IRS all the way up to the appeals level. Through our experience, knowledge and aggressive negotiation we will plead your case before the IRS armed with the statutes, case law and knowledge of common tax practices to provide you with the best possible outcome.
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Business Entity Formation

Through a partnership that we have with a law firm we are able to assist our clients with the formation of their new entities. After determining the optimal entity for your organization we will conduct a detailed interview to collect all the necessary information to set up your new entity. We will review all documents prepared by the attorneys, obtain your tax identification number, and manage the formation of the entity with you to ensure a smooth process. Our pricing for these services is as follows for Pennsylvania entities (Please call or e-mail for pricing on entity formation in other states):

Litigation Support Services

We provide attorneys and their clients with a cost effective solution for optimizing case management and providing the valuable insights of a CPA to the litigation process.

Expert Witness Testimony

Document Analysis and Management

Review of Requests for Information

Review of Court Motions for Accuracy or Omissions

Exhibit Preparation ^{Go To Top}

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Business Valuation Services

It is difficult to put a price on what you’ve worked so hard to create. You know that the valuation of your business requires more than just adding up all the columns. To perform a comprehensive valuation, you also need to understand the operations and nature of the business beyond the information provided in financial statements and tax returns.

Our valuation professionals offer a variety of proactive solutions tailored to meet your company’s specific needs. During any valuation assignment we undertake, our experienced professionals take into consideration all facets of your business including your employees' productivity, your product or service, cash flow, and future growth prospects.

Through our business valuation services we are able to help you accomplish the following objectives: