Business Startups

From formation, licensing requirements, and initial filings to your day to day operations.

 

Sales and Acquisitions

Due diligence, schedules and recommendations.

 

Business Wind-Downs (dissolution and withdrawals)

Required forms and filings, tax returns, clearance certificates etc.

 

Software Conversions

Ensure data transfer integrity and establish policies, procedures and training for new system (s).

 

System Integration and Streamlining

Implement cost saving changes, eliminate duplication of effort, ensure segregation of duties and develop time saving templates and visual basic programs.

 

Training, Development and Documentation

In the areas of, but not limited to, finance, operations and human resources.

 

Operational and Financial Auditing

Work with outside auditors and agencies on your behalf. Ensure your company is in compliance and has the necessary records and forms. 

We develop in house schedules that help you save time and money on your annual audit.

 

Regulatory Reporting and Compliance

Include, but not limited to, the areas of Finance and human resources. Including but not limited to forms, manuals, workbooks and templates.

 

Taxes

Annual reports, income taxes (forms 1040, 1041, 1065, 1120, 1120S, 990PF), franchise and sales tax returns for all states and localities. Interface with and represent company in outside agency and tax audits.

 

Cash Management and Collections

Establish banking relationships, lockbox setup, zero balance accounts, controlled disbursements, automated reporting and reconciliation of bank accounts. Credit establishment, debt restructuring and payment workouts with vendors. Collections on past due accounts.

 

Interim Controller Duties

Ensure your day to day operations run smoothly whether your company is in the process of hiring a new or replacement controller (or other financial executive) or is not large enough (yet) to warrant a full-time staff member.

 

Special Projects

Including but not limited to 1099 and 1098 processing, servicing system conversions.

 

Employee Information Retrieval and Storage (E.I.R.S.S) NEW service for businesses who have been sold or are closing their operations. Click here for more information: EIRSS

 

Taxes 

We prepare personal tax returns for a reasonable price. We don't just input your information, we ask questions and work with you on keeping better records, planning for the future and paying less taxes.

 

Bookkeeping

We can perform the bookkeeping service for you or assist and teach you how to set up a bookkeeping system for better tracking of  your financial and tax information. 

 

 

Call us today at: (402) 991-2978

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