If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Tax Planning and Compliance
Throughout the year, we stay abreast of the changes in tax law so that you are advised of various tax saving strategies. We always serve as your advocate in tax matters. We prepare your tax returns to ensure you are in compliance with the law.
Financial Statements Review and Audit
In addition to tax planning and preparation, our expertise includes compilation, review and audit of your financial statements. Helping you to understand and use financial statements in making business decisions is one of our goals.
Total Accounting Solution (TAS) Services
At a fraction of your current cost to run your accounting department, we can handle most of your accounting functions, such as accounts payable and payroll, with timely and accurate reports to guide you in running your business. Our TAS team members are experienced and work with their CPA supervisors. So, there is no need to have your external CPA to correct mistakes or clarify information when it comes time of tax preparation or financial audit. Therefore, we do not only save you money on running your internal accounting functions, but also reduce the time and fees of your external CPA.
Business Partner for Success
As you start a business, we help you select the proper organizational structure and obtain appropriate financing. We work with you and your banker, lawyer, insurance agent, pension specialist, stockbroker, real estate agent and other professionals to solve your business problems.
Part-time and Interim Controllership
An ideal service for small businesses that cannot fully utilize the time of a full time in-house CPA controller, but need the expert work to stay competitive in this economy. We provide a wide spectrum of CPA level controllership functions, from closing book, confidential payroll, to budgeting, inventory control, and various financial analysis to help you in decision making. We can do this on a long-term part-time basis (i.e. once a week), or interim basis during a crisis management period. We normally can provide this service at a fraction of your current costs of controllership function to save you company resources.
TurnAround Business (TAB) Services
TAB is offered to help businesses to identify problems and offer solutions. With the privilege of knowing the financial histories of hundreds of businesses, as CPAs, we know why and how businesses success and fail. We want to offer our knowledge and experience to help you. We want to help you not only get through this recession but also take advantage of it to expand your business.
We start our services by doing viability analysis. If we do not see possibility of improvement, we will not accept the engagement. We will then go through various inquiries and review of financial data to understand your business and operation. We do financial analysis, financial benchmarking, human resource study, cost control review, cash flow projection, work flow management analysis, and document management analysis to identify problems and opportunities.
We want to help you plan and be part of your better future. No business plans to fail, but simply fail to plan.
Exit planning consultation
We help you maximize the return of your business investment upon exit, by various strategies, such as improving profits, selecting the right buyer, presenting the appropriate financial data, timing the process, and minimizing taxes.