Services

The Firm performs a variety of services, such as:

Audits, reviews and compilations: We conduct audits, reviews, and compilations for-profit and not-for-profit businesses.

Tax planning, compliance and representation: We provide tax preparation, planning and representation for businesses in varied industries and to individual clients.

Agreed upon procedures: We provide a variety of other services such as assisting clients identify and address compliance gaps; preparing financial reports and analyses to evaluate a client’s performance with grant or contractual terms; performing fraud investigation services; and other special projects.

Client Accounting Services: Accounting services provided to clients include the design, implementation, and review of accounting systems, internal controls, financial/accounting policies and procedures, general business advice and consultations, and assistance in using accounting software applications and Microsoft Office products. We also manage or actively participate in essential business functions, such as:

  • General ledger maintenance
  • Cash management and forecasting
  • Grant compliance and reporting
  • Strategic planning and budgeting
  • Financial reporting
  • Management reporting
  • Tax administration
  • Audit administration
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