Your Partner for Success
Horty is a full-service CPA firm providing tailored solutions to a wide range of closely held businesses and industries. Partnering with our clients through all phases of growth – including day-to-day planning and compliance needs as well as with operations, staffing and complex transactions – our services are designed to help middle market leaders succeed.
Services
Audit and Attest
An audit, review or compilation of financial statements has one distinct purpose: to provide an accountant’s report that the statements fairly reflect a company’s financial position and the results of its operations at the time of preparation.
We maintain and modify, as necessary, our audit and attest process through continual training of our team and through our affiliation with RSM US Alliance. This process and our audit and review engagements have stood the test of the American Institutes of CPAs Statements on Quality Control Standards (see current Peer Review report).
Our audit and attest services encompass commercial enterprises, municipalities and government agencies, not-for-profits and employee benefit plans.
Tax
Our tax professionals offer unmatched experience and depth when it comes to tax planning, preparation and compliance. We are continuously researching up-to-the-minute tax legislation and updates. We provide forward-looking organizational as well as transactional tax planning services that are designed to minimize the tax burden to you and your business.
Our proactive approach also promotes and encourages you to communicate your significant business-related plans and transactions to us before they take place so that we can structure any tax implications beforehand as opposed to after a transaction is complete and an opportunity is lost.
Our Tax Services Include:
- Strategic Tax Planning & Consulting
- Business Succession, Estate & Retirement Planning
- Income Tax Return Planning & Preparation for Businesses, Individuals, Estates and Trusts
- Audit and/or Dispute Resolution
- State and Local Income, Franchise and Sales/Use Tax Consulting
- Cost Segregation
- Tax Credits and Incentives
Forensic and Valuation
Forensic accounting is a specialty practice area of accounting that goes well beyond a traditional financial statement audit and has a much different approach and objective. A forensic engagement is designed to ascertain a specific set of facts and financial data related to matters such as fraud and theft, including fraud investigation, quantifying lost earnings, assessment of commercial damages or reconstruction or restatement of accounting records. It can also serve as an internal check on controls and opportunities to improve them.
The value of a company can be one of the most contentious issues among stakeholders as divisions of equity may highlight divergent opinions, such as former or disputing business partners and separated spouses. Additionally, controversy can often exist in conjunction with succession and estate planning. These services and the corresponding skills of the team can be used in situations involving divorce, buy-sell agreements, ESOP’s and in negotiating merger and acquisitions transactions.
Advisory
Whatever your needs, Horty professionals have the experience, judgement and necessary skills to help you solve your most complex business challenges. With our unique understanding of the middle market, we partner with our clients to determine needs and initiate strategies that align with your business goals.
Our Advisory Services Include:
- Business Startup
- Mergers and Acquisitions
- Litigation Support
- Operations/Planning/Control
- Succession Planning
- Human Resources Consulting
Financial Accounting Outsourcing
Finance and accounting outsourcing is a growing trend among middle market and high-growth companies, providing a cost-effective way for organizations to improve the finance and accounting function. The key benefits of outsourcing include fractional use of finance and accounting professionals, enhanced processes and technologies, and stronger compliance measures.
Outsourcing enables organizations to scale resources up and down as needed with no obligation to pay salaries or benefit costs. Additionally, it alleviates the burden of hiring, training and maintaining accounting staff.
Industries
As a component of your business advisory team, we take serious interest in your company. Not just interest in the accounting records, but throughout its operations. We delve deeper in order to gain insight about your unique business environment and place this information in the context of prevailing economic, social, governmental and other outside influences.
Our professional team is creative, interested and insightful. Yes, we serve the needs of the “financial big picture”, but we also offer independent views on a wide variety of issues and opportunities. As your partner for success, we offer guidance and recommendations whenever we see an opportunity for growth, development or the mitigation of financial risk within your company.
Efficiency and Communication: The time we spend analyzing, preparing and presenting financial statements and other financial information should be efficient and productive. We will communicate our observations to you regularly and are proactive in our approach to identifying opportunities for cost reductions, stronger control procedures and improved efficiencies.
Construction
- General Contractors, Site Contractors, Subcontractors and others in the industry
Gaming
- Casinos, Racinos, Casino Management Companies and other service providers to the industry
Government Entities
- Local Municipalities and Government Agencies
Hospitality
- Country Clubs, Restaurants and Hotel
Manufacturing & Distribution
- Light and Industrial Manufacturing and Warehousing/Distribution of manufactured products
Not-for-profit Organizations
- Health and Welfare, Arts and Government Affiliates
Professionals
- Law Firms, Engineering Firms, Medical Practices and Consultants
Real Estate
- Developers and Operators of commercial property, shopping centers and residential sales and rentals
