• Month-End and Year-End Financial Statements
• Financial Statement and IRS Audit Preparation
• Year-End Tax Planning
• Work with External Accountants
  • Year-End Tax Return
  • Year-End Audit
• Annual Budget Preparation
• Provide Assistance on Proposals
• Cash Flow Management
• Preparation of Small Business Certifications (8A, HUBZone, SDVOSB)
• Ensure Timely Filing of Compliance Reports
• Software Analysis for New Accounting Systems
• Review and Re-structure Existing Insurance Plans (including health) to maximize savings
• Stockholders’/ Partner Issues:
  • Loans, Basis in Company, Personal Tax issues
• Work on Day to Day Critical Issues as requested by Company
• Improve the quality of information flow from accounting
• Assist in the Development of Forms and Procedures re: Accounting and H.R.
• Buy-Sell Insurance Proposals
• Assist in Contract Preparation
• Loan and Lease Negotiations with Financial Institutions
• Work with an Attorney on Legal Issues, Stock Certificates and Buy-Sell

Ashburn, VA: Serving Washington, D.C. Metro Area including the District of Columbia, Virginia and Maryland.

Bluffton, SC: Serving Beaufort and Jasper counties.