Audits, Reviews and Compilations

Our role in your financial process is an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on three levels of assurance;

  • Audit

These are particularly required when a high level of emphasis is put on your financial statements and investors require up to date statements that truly reflect your company’s financial condition and operating results. We have a specialist team able to assess the resilience of your internal controls, identify your exposure to fraud, test out your physical and online records, and check that your processes and procedures are applied and robust for all your transactions.

  • Review

This is appropriate when you require analysis of your procedures and our management team’s approach to gathering and presenting data that is materially accurate, often important to vendors, management and employees to validate the authenticity of the company.

  • Compilation

This basic option involves us preparing financial statements for you using data that you validate and supply.



  • Bookkeeping/Write–up

Meaningful, well-organized financial records ensure that your business operations run efficiently on a daily basis. We can manage your bookkeeping for you or assist your own staff in validating current systems, or recommending changes to help you make your business more successful.

  • Business Succession and Retirement Planning

Effective coordination of your business to your successors is critical for its continued success and you r peace of mind. With a solid background in tax, we are qualified to address the complex strategic and financial issues of business continuation, and help you plan for financial independence in retirement.

  • Business Valuations, Buying or Selling a Business

Structuring the purchase or sale of a business is a critical step in the process that we can guide you through seamlessly, addressing such issues as cash flow analysis and tax considerations.

  • Employee Benefit Plans

Accounting and tax issues of employer-provided plans can be handed to us. Our expertise includes development, implementation and administration of Employee Benefit Plans.

  • Estate & Trust Planning

Providing for the security of your spouse and beneficiaries requires an orderly transfer of assets, which can eliminate or reduce tax on the transfer of your business and other assets, and allows for continuity and succession of ownership.

  • Quickbooks and Payroll Management

As a registered Quickbooks advisor, we can manage your books for you or assist your own staff. We run payroll for a number of corporations and can take this complexity out of your business so that you can focus your resources on business development.

  • Domestic and International Tax Planning

Up to date on all tax legislation, we proactively plan opportunities for our clients to minimize their current and future tax liabilities. Our computerized tax preparation and research software enables us to prepare taxes for any type of entity including individuals, corporations, partnerships,, trusts, estates, not-for-profit organizations, as well as for U.S. citizens working abroad or foreign citizens working in the U.S.

Tax Notebook      |   Fileshare