Industries

Construction

 

Construction contracting is an industry that faces a set of unique challenges. The industry has a complex set of accounting rules that need to be understood so management can make the right business decisions. The professionals at our firm can help you with job costing, overhead and markup calculations, and percentage of completion and completed contract accounting. We also can help prepare reviewed financial statements needed for bonding, or other financial statements tailored for internal management use. The variety of services offered by our firm can help lead your business to success.

Health Care

 

As a medical professional, you are very busy and taking time away from patients can be costly to your business.  Working with our firm to outsource accounting tasks and provide reliable advice can help free up your valuable time.  Our firm provides a variety of specialized services for medical professionals. These services include employee benefit and compensation planning, bookkeeping, and financial statement preparation.  Working with us will provide a considerable value to your practice and let you focus on your patients.

Manufacturing

 

The manufacturing industry requires specialized, detailed accounting to provide management with the right information to make informed decisions. From raw materials, to work in progress, to finished inventory, product cost must be accurately tracked, allocated, and reported. Our professionals can help your business with QuickBooks support, cost allocation methodology, and choosing the right inventory method. Working with our professionals will give you the understanding of all options available and aid you in making the right decision for your business.

Nonprofits & Religious Organizations

 

Working in the nonprofit industry can be a rewarding and life changing experience. What can turn this experience into work is the host of accounting and compliance issues that come along with the industry. Our professionals offer a wide variety of services including QuickBooks setup, bookkeeping, tax preparation and reporting, and financial statement preparation. We can also provide assistance reconciling and adjusting your books and preparing the needed schedules for an annual audit. Let us take the headaches out of nonprofit work so you can focus on your mission.

Professional Services

 

As a professional, you are very busy and taking time away from clients can be costly to your business. Working with our firm to outsource accounting tasks and provide fast, reliable advice can help free up your valuable time.  Our firm provides a variety of specialized services for professionals.  These services include employee benefit and compensation planning, bookkeeping, and financial statement preparation.    Working with us will provide a considerable value to your practice and let you focus on your clients.

Real Estate

 

Real estate is a complex area of the tax law that necessitates working with a competent professional. Our firm works with real estate developers, investors, renters, and house flippers.  We can help you with accounting for depreciation, repairs, improvements, and give advice regarding what can be expensed and what must be capitalized. When selling property there are options available to defer taxes like 1031 exchanges, opportunity zone investments, and installment sales. Our professional staff can help guide you through this complex area of the tax law to ensure you reach your financial goals.

Retail

 

Our firm works with a variety of clients in the retail space, such as traditional retailers, car dealerships, restaurants, and food trucks. How you account for inventory can have a large impact on your profitability and understanding the inventory rules in the tax law is important for proper compliance. We also offer customized financial statements that show how your business is performing, which can be very useful in this highly competitive area.  Working with our experienced professionals can help you understand this complex area and choose the right direction for your business.

Trusts & Estates

 

Trust & Estate tax preparation is a complicated area of the tax law.  Finding yourself responsible for filing these returns when someone close passes away can be a stressful situation. A decedent having any taxable income after death can lead to an estate tax return, regardless of their overall wealth. Transferring assets to a trust during your lifetime can lead to the filing of trust tax returns, and knowing how to properly report the information is important. Let our professionals guide you through this complex area and ensure proper compliance.