SERVICES LIST:

accounting consulting

* financial, tax, and grants audits
* drafting financial statments
* preparing budgets & cashflow analysis
* assisting with the closing process
* analyzing and evaluating internal controls
* analyzing budget variances
* performing complex account reconciliations
* developing direct and indirect overhead rates
* developing grant/funding proposals
* drafting/developing accounting policies/procedures
* drafting investment/risk management policies

bookkeeping services

* G/L trial balance and customized balance sheet
* income statment (actual to budget and by cost center)
* statement of cash flow
* footnote disclosure
* agency/donor grant reports
* federal employer 941 quarterly tax return
* annual wage statments (W-2s) and Fed. 940
* annual report to third party payees (1099s)
* cash and investment reconciliations
* general, cash receipts and payroll journals
* fixed assets/depreciation schedule

tax preparation

* individual, corporate, and partnership
* nonprofit, association, and foundation
* employement, excise, and personal property

systems evaluation

* analyze/evaluate current hardware/software for compatibility and feature/function capabilities
* review training/support
* analyze software product scope/capabilities
* assist in final systems selection and implementation

* contract/grant administration
* interpret terms, conditions and compliance issues
* commercial financing/funding documentation
* creative alternative financing/lease analysis
* analysis of possible new business acquisitions or merger of clients in compatible businesses

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