• 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.

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