- 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.