The core of our team are our CPAs. They've spent years preparing to provide accounting, tax and financial advice. They earned undergraduate and graduate college degrees, passed the demanding CPA Exam, maintain State licenses, adhere to CPA ethical standards, and must complete 120 additional hours of continuing professional education every three years in order to be Certified Public Accountants (CPAs).
Each CPA also maintains other certifications and/or designations that provide specialized skills to serve our clients. In addition to our CPAs, we have several team members who are degreed accountants and Intuit Certified ProAdvisors, and several administrative team members who provide support services to the CPAs and accountants. Outsourced services ranging A-Z, from basic data entry using a client's source documents, all the way to CFO services.
Traditional accounting services such as monthly or quarterly Compilations and payroll compliance, or annual accounting and statements. Tax strategy / planning, preparation of current year & prior year tax returns, and audit representation and negotiations.
Each CPA also maintains other certifications and/or designations that provide specialized skills to serve our clients. In addition to our CPAs, we have several team members who are degreed accountants and Intuit Certified ProAdvisors, and several administrative team members who provide support services to the CPAs and accountants. Outsourced services ranging A-Z, from basic data entry using a client's source documents, all the way to CFO services.
Traditional accounting services such as monthly or quarterly Compilations and payroll compliance, or annual accounting and statements. Tax strategy / planning, preparation of current year & prior year tax returns, and audit representation and negotiations.
Services
We are down-to-earth CPAs that develop accounting systems which are executable by your staff, or user friendly reports (if outsourcing).
These objectives must be achievable, to enhance team cohesion.
Whether it's as your outsourced bookkeepers, accountants, and/or CFOs, or as your independent CPAs, we always work as a team both internally and with your firm.
We use our diversified skill sets to partner with you to address your issues and priorities - not ours.
All of our CPAs have graduate degrees and most are CrFAs or CFEs.
These objectives must be achievable, to enhance team cohesion.
Whether it's as your outsourced bookkeepers, accountants, and/or CFOs, or as your independent CPAs, we always work as a team both internally and with your firm.
We use our diversified skill sets to partner with you to address your issues and priorities - not ours.
All of our CPAs have graduate degrees and most are CrFAs or CFEs.
We will conduct our compilation in accordance with Statements on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants (AICPA).
The objective of a compilation is to assist client's management in presenting financial information in the form of financial statements without undertaking to obtain or provide any assurance that there are no material modifications that should be made to the financial statements.
We will provide you with a compiled Balance Sheet, a related Income Statement, and when appropriate, a Statement of Cash Flows.
The objective of a compilation is to assist client's management in presenting financial information in the form of financial statements without undertaking to obtain or provide any assurance that there are no material modifications that should be made to the financial statements.
We will provide you with a compiled Balance Sheet, a related Income Statement, and when appropriate, a Statement of Cash Flows.
Accounting is the act of gathering, recording, and reporting transactions to create a picture of a business's operating performance and financial position.
When executed with proper attention to detail, this information creates a strong foundation for decisions that will keep your business competitive.
An efficient and effective accounting system is necessary to determine profit margins, manage cash flow (receivables and payables), and operational expenses.
This information is fundamental to understanding the health of your business and is key to its growth.
When executed with proper attention to detail, this information creates a strong foundation for decisions that will keep your business competitive.
An efficient and effective accounting system is necessary to determine profit margins, manage cash flow (receivables and payables), and operational expenses.
This information is fundamental to understanding the health of your business and is key to its growth.
Our business clients face a common issue: purchasing "user friendly" software isn't enough to meet a business's bookkeeping needs.
Without a basic knowledge of accounting, even setting up a chart of accounts can't be done properly, and all too often "logical" data entry ends up being, at best, inconsistent, and at worst, just plain wrong.
Many of our first clients came to us because their accounting records were a disaster.
Clients need accounting professionals who understand what's happening with the debits and credits "behind the scenes", inside the software.
Without a basic knowledge of accounting, even setting up a chart of accounts can't be done properly, and all too often "logical" data entry ends up being, at best, inconsistent, and at worst, just plain wrong.
Many of our first clients came to us because their accounting records were a disaster.
Clients need accounting professionals who understand what's happening with the debits and credits "behind the scenes", inside the software.
The level of service is determined by your needs as the client, and what your creditors and/or investors require.
The higher the level of service required, the more time the CPA needs to complete the engagement and therefore the more costly the engagements.
While privately held companies opt for compiled or reviewed statements, credit agreements with lenders often require audited statements.
Reviewed financial statements provide the user with comfort that, based on the accountant's review, the accountant is not aware of any material modifications that should be made to the financial statements for the statements to be in conformity with the applicable financial reporting framework.
The higher the level of service required, the more time the CPA needs to complete the engagement and therefore the more costly the engagements.
While privately held companies opt for compiled or reviewed statements, credit agreements with lenders often require audited statements.
Reviewed financial statements provide the user with comfort that, based on the accountant's review, the accountant is not aware of any material modifications that should be made to the financial statements for the statements to be in conformity with the applicable financial reporting framework.
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