Our financial services don't stop in the traditional places. Sure, we produce financial statements, provide audits and offer tax planning and preparation for our clients, but we always take it a step further. We work with you to develop an understanding of your business - its goals and needs. Our service offerings are structured to make certain that you have the best people and policies in place to help your business succeed.
Security. Confidence. Critical information for stakeholders. When we review or audit your financial statements and internal controls, you can rest assured. We'll talk to your staff, consider ratios and trends and validate the plausibility of the current statements. We'll explore internal controls and details with an audit, and provide a healthy and objective perspective on the business' financial and operational position. Contact Mike Malchione or Andy Patterson for more information.
It's complicated for business. And ever changing. New tax laws, new ways to minimize tax liability while maximizing returns - well, it can be nearly impossible to keep up with it all. That's why we do it for you. Count on our tax expertise to create peace of mind - and a sense of direction for planning and preparation. Whether you're thinking about retirement and taxes, the consequences of selling a business, or how to handle day-to-day transactions, we're on top of the right information at all times. Contact tax expert John Fay for more information.
There are so many important junctures at which valuation becomes critical: in mergers and acquisitions, succession planning, arbitration or mediation, divorce proceedings, and even to determine the adequacy of life insurance. Our CVA (Certified Valuation Analyst) team will perform valuation services with your goals in mind. And, we'll testify as expert witnesses for our valuation reports if needed. Contact Tom Gilligan for more information.
Disputes and anticipated or actual litigation can be intimidating ... and threatening for business. Trust your forensics expert to put the pieces together and give you the full picture. We'll apply decades of business experience, evidence gathering and investigative techniques to provide a detailed analysis. We also review accounting systems to provide input on internal controls, taking a preemptive approach to keeping your accounting systems secure. Contact Mike Easton for more information.
Get good people and keep good people. That's the primary goal for most businesses. We help with that effort, and we provide other key HR-related services to get your finance department operating smoothly. From organizational assessments and executive searches to job descriptions, wage and salary plans and job descriptions, our HR staff can make it easy for you to get the right people...and keep them on board. Contact Joyce Ackerman for more information.
Taxes are filed and financial statements are complete. How does your profit picture hold up against the competition? We can help you take a look. We'll conduct a thorough analysis and take a close look at how you stack up. Great insight can be gained from our profit analysis and we can then help you create a strategic path forward to get your profits growing in the right direction. Contact Doug Phillips for more information.