Small Business Full Service
Clients:
National manufacturing, major distribution, substantial real estate holdings companies, chemical plants, mining, energy - wind farms, high tech, and professional services. Many long-term, mutually successful small business family relationships. Size: Some clients with over $300 million in sales and holdings of over $800 million, client sizes ranging from start-ups with substantial potential... on up. Exceptional track record with emerging, high growth companies. Prominent clientele: Former NJ Small Businessman of the year has been a client for over 20 years and several small business clients, served for decades, are regarded as world class. Two start-ups went public on NYSE and NASDAQ. PCAOB members (clients going public generally are moved to a Big 4 or National firm).
Comprehensive Tax Services:
Income and estate tax planning and preparation. Guidance on structure including coordination with family members. Estate and trust tax and accounting. History of successfully working with highly profitable clients. Reputation for excellent coordination to save taxes.
Accounting for Small Business:
Accounting for Small Businesses, Various Entities: Basic accounting such as monthly and quarterly financial statements. Assist with closings by providing technical accounting guidance, optimum coordination with company personnel. Fill gap in controller role, coordinating with Big 4 / National firm's clients. Protecting independence and promoting low detection risk.
Accounting & Audit:
Accounting and Audit - Intimate knowledge of generally accepted accounting principals. Reputation for quality audits by major banks and for decades. Perform Reviews and Agreed-upon Procedures as defined by the American Institute of Certified Public Accountants.
Special, Distinguished Services:
Management information systems designed to identify key profitability indicators employing high level cost accounting such as Activity Based Costing. Augmenting basic external and internal use financial statements. Practicable, meaningful internal control assistance. Evaluations, recommendations, implementation, and on-going monitoring.
SEC registrants:
Independent accountants thru emerging phase, then in coordinated hand-off to a Big 4 / National CPA firm, and small cap entities, only. Two start-ups went public in recent years - NASDAQ and NYSE