As the list below is by no means all inclusive, we encourage you to enquire 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.

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that business operations will run more efficiently on a daily basis. Our firm provides a range of cost effective accounting services including the following:

• Financial statement preparation (business and personal)
• General ledger preparation
• Bookeeping system setup
• Payroll services
• Software selection
• Accounting system setup for existing and new entities

Financial statement preparation

We view our role in the financial reporting process as an opportunity to communicate to our clients the financial results of their business operations in a clear and meaningful manner.

Our financial statements are respected throughout the industry for the timeliness of their preparation and the accuracy of their results.

Since financial statements are an important management tool for making business decisions, we take great effort in developing close working relationships with our client's lenders.

We consider it to be our responsibility that our clients become as proficient as their lenders in their ability to analyze the results presented in their financial statements.

We provide financial reporting primarily on two levels of assurance: Compilations and Reviews.

General ledger preparation

Meaningful, well organized internal records are the foundation for timely and accurate financial statements.

Our staff can assist you with the tasks associated with your daily bookkeeping requirements.

We will review with you such items as the appropriate classification of expenditures through your check writing program and the appropriate identification of various sources of income.

All of this effort is necessary in order to produce an accurate general ledger, financial statement and income tax return.

Bookkeeping system setup.

A properly installed bookkeeping program can become much more than a check writing device.

With the assistance of our highly trained staff, such a program can become a powerful management tool.

The ability to extract selected information and reorganize it can assist management with controlling costs and identifying important financial trends.

Our staff can assist you in getting the most from your internal bookkeeping program.

Payroll services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Software selection

In order to accomplish your bookkeeping and payroll reporting requirements with a maximum degree of accuracy and minimum amount of frustration, selecting a powerful and user friendly software program is a necessity.

Over the years, we have acquired a vast knowledge and working experience with a wide variety of bookkeeping and payroll programs.

Let us help you select the most effective software programs for your business needs.

Specializing in dairy industry accounting since 1984, we have become proficient in most areas of agricultural accounting including heifer raising, general farming and orchards.

Income tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual taxpayer or multi-tiered business entity, we can develop the strategies that take advantage of new tax laws and legislation.

As always, we pride ourselves on the accuracy and timeliness of our tax returns.

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

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

The complexities of the reporting requirements of estate, trust and gift tax returns continue to increase and evolve.

The penalties for non-compliance are severe.

Our continuing education which includes classroom studies and literature and our association with national law firms that specialize in this field provide us with a unique combination of resources to ensure the accurate and timely compliance with estate, trust and gifting documentation.

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

• Accounting software selection and implementation
• Type of entity selection
• Buying/selling a business
• Computer systems

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous areas, many of which are listed below. Our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

The following are some of the other services that we provide:

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

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.

Business valuations
Whether you are thinking of buying a new business or in the midst of a partnership dissolution, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

Financial and estate planning
A properly structured financial and estate plan enables you to resolve the many challenges that you will face at each stage of your life. Through the planning process, we can help you assess your needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.