| 
Outsourcing The main value proposition for our clients is providing necessary accounting services to small-to-medium sized businesses at a reasonable cost. This is especially crucial for organizations that are going through periods of change precipitated by growth, down-sizing, or other dynamic forces.  Outsourcing services include: |  | In-house or out-of-house reconciling of accounts and preparation of management internal-use financial statements on a monthly or quarterly basis | | | Preparation of financial and cash flow projections for management | | | Internal controls and accounting IT system oversight | | | Develop strategic plans and budgets | | | Accounting system development and training of client personnel | Benefits to client: | | Clients have the ability to access upper-level accounting skills without having to add the fixed cost of highly qualified accounting personnel. | | | Many of the internal control weaknesses present at smaller organizations are completely eliminated by outsourcing, thereby minimizing the ever-present threat of errors, omissions, fraud or other defalcations. | | | Our Firm provides an independent source for evaluation of system architecture. | | | Clients receive timely and accurate financial information to make informed decisions. | | | Clients gain an extra layer of security knowing that their accounting will be overseen by qualified bonded individuals. | | | | Income Tax Planning and Preparation | Proactive tax planning must occur to minimize the tax burden of an individual or organization. Our Firm, or our affiliates, have the necessary skills and technology to provide the tax planning and preparation a client needs to minimize their tax burden. Tax planning is most effective when a client has accurate and timely financial information. | | Due Diligence Procedures for Mergers, Acquisitions or Divestures | Due diligence includes obtaining sufficient financial and management data in order to calculate the return on investment and cash flow under post-acquisition operating assumptions. In addition to the prospective financial analysis, management must forecast the effects on the marketing and management infrastructure of the buyer. We have the tools and experience that you need in order to make an informed decision about your target. If you are the seller, we can help you prepare your business for market by identifying the issues considered critical by potential buyers. | | Fraud and Embezzlement Consulting | Your Company may be your largest financial asset. There are ways to minimize the chances of fraud and embezzlement. Our professionals are available to help you determine the best defense for your business. Our Firm provides specialized services. We do not attempt to provide all accounting services to all clients. We refer clients to qualified affiliates when services required are outside of our offerings. 
| 
