Client Services

In today's changing automobile marketplace, youneed to work smarter than your competition...squeezing extra dollars out of all areas of your operation. A full service accounting firm can show you how to increase your profitability.

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Accounting Services

Audit Services

Audit is the most sophisticated level of financial reporting, and helps assure you of the reliability of your financial records. An audit includes: confirmation with outside parties, physical inspection and observation and transaction verification via an independent inspection of documents.

Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

*Review - some analytical procedures conducted with limited assurance *Compilation - based upon client information provided and used primarily for internal use.

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Tax Services

Tax Planning & Preparation

We view the preparation of federal and state tax returns as an important necessity. However, our approach to your tax need is far more comprehensive. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

We provide: Estate gift tax and fiduciary planning.

Knowledgeable assistance with dealer-related considerations, including S-Corporations, LIFO, Uniform Capitalization and IRS Audits.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.


Automobile Dealership Operational Reviews

We regulary visit your dealership to assure the effectivness of your financial management personnel on either a quarterly or more frequent basis. This helps dealers focus on problem areas within their businesses. Our reviews concentrate on the internal control of cash, receivables and inventory.

Other Services

Mergers & Acquisitions

Our staff has participated in numerous buy/sell situations. We put our extensive knowledge of these transactions to work for you, helping you avoid pitfalls, while completing the successful purchase or sale of a dealership.

We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

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