Our services
Accounting, tax, business advisory and small business services for individuals and businesses. Don't see what you need? Ask us — this list is not exhaustive.
Accounting services
Support from day-to-day bookkeeping through interim and year-end financial statements.
- Internal accounting help and QuickBooks consulting
- Projections and forecasts for business planning
- Monthly financial statements: profit & loss, balance sheet and cash-flow analysis
- Bank account reconciliation
- Merger and acquisition reviews
- Interpreting financial information
- Payroll processing
- Bookkeeping, accounts receivable and payable
- Interim and year-end statements prepared under GAAP
- Custom internal management reports
Tax services
Compliance done right, and planning that keeps pace with changing tax law.
Tax compliance
- Federal and state income tax returns, including consolidated business returns
- Multi-state allocations and returns
- Gift and estate tax returns
- Trust and foundation tax returns
- International taxation and transfer pricing
- Representation in IRS and state tax audits
- Form 5500 pension plan audits
- Payroll, sales and personal property tax
- Tax closings, compliance and monitoring of tax law changes
Tax planning
- Buying or selling a business
- Pension and retirement planning
- Like-kind exchanges
- Year-end income tax planning
- Estate and compensation planning
- Employee benefit plans
- Research and development credit planning
- Applying for accounting method changes
Business advisory
Best-practice guidance to protect your operations and keep you compliant.
- Business start-up support: tax registrations and referrals to attorneys and banks
- Business valuations for estate and gift tax purposes
- Choice of entity: C corporation, S corporation, partnership, LLC or sole proprietorship
- Litigation and arbitration support: document and financial data analysis, expert witness testimony, forensic accounting
- Worker classification — employee versus independent contractor
- Entity conversions, such as C corporation to S corporation
- Selecting, installing and training staff on computerised accounting systems
SOC 1 & SOC 2 audits
Compliance without unnecessary complexity.
SOC 2 is an AICPA framework for assessing how service providers — especially SaaS and cloud companies — protect their clients' data. The audit is annual and voluntary, but it is a strong signal of trustworthiness to customers and partners.
- Planning, guidance and support to prepare for SOC 1 and SOC 2 audits
- A process tailored to your company's systems and needs
- A list of control weaknesses and vulnerabilities, with recommended fixes to reach readiness
Not sure which service you need?
Ask our assistant a quick question, or book a consultation and we'll point you in the right direction.