Third parties relying on your financial statements often require an audit for assurance. We can help with that! We provide full audit services by examining your company’s financial statements in accordance with generally accepted auditing standards. We analyze your internal controls and conduct substantial testing of the information underlying your financial statements. The result: a documented opinion as to whether the financial statements are fairly presented in conformity with generally accepted accounting principles.
Alternatively, if you need financial statements, but do not necessarily require them to be audited, we can prepare either compiled or reviewed financial statements. These statements are usually sufficient to meet the needs of lenders and other potential users. However, since we are not required to provide full assurance on the statements, it takes less time to prepare them—thus reducing the fees.
You can also rely on us to serve as your "controller." Simply send us your monthly records and we will reconcile your bank statements, prepare complete general ledger and financial statements, and prepare any required state or federal tax returns to ensure your compliance with all applicable laws and regulations.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
As the end of the year approaches, we see more charitable solicitations arriving in our mailboxes and by e-mail. Since some charities sell their contributor lists to other organizations, frequent contributors may find themselves besieged by requests from charities with which they aren’t familiar.
Hosting a holiday party for your staff is one of the best ways to show them you care—while also creating some meaningful, team-driven memories. Follow our tips below for hosting a memorable soiree that doesn’t push your stress or your budget past your limit.
If you have retirement on your mind, the big question is this: Are you in a financial position to do so? While nothing replaces the advice of a seasoned advisor, you can take your first step to answering this question by applying a simple 5-step calculation.