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Services

     *NEW - OUTSOURCED ACCOUNTING SERVICES*

                    Check out our new Outsourced Accounting Services here

     Contact Us For More Information 716-852-5400
 

Reviews and Compilations

 

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency.  We provide financial reporting on the following levels of assurance:

 

Review - some analytical procedures conducted with limited assurance.

 

Compilation - based upon client information provided and used primarily for internal management purposes and reporting to lenders. 
 

Bookkeeping/Write-Up

 

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business.  Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.  

 

We are a QuickBooks ProAdvisor and are happy to assist you with aspects of the QuickBooks program.

 

Tax Planning &
Preparation

 

Tax planning and preparation form a winning combination for our successful individual and business clients.  Whether you are an individual or a multi-tierd partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.  Our tax preparation capability covers all states as well as the federal requirement.

Business Entity Selection

 

Choosing the form of entity of your business (i.e.: "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative.  We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
 

Business
Consulting

 

We gauge our worth by the personal and business successes of our clients.  We can help your business identify areas negatively affecting profitability and growth to develop solutions that are practical and technically sound.  In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
 

Cash Flow & Budgeting Analysis

 

A business can be profitable and still run into trouble due to cash flow issues.  We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

 

Financial Forecasts & Projections

 

Forecasting is a necessity when trying to effectively manage and lead a business to profitability.  From simple projections to complex financial modeling, our experience staff can assist you in achieving your company's financial goals.
 

Financial
Planning

 

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life.  Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security
 

Buying and Selling a Business

 

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business.  Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations

 

Management Advisory Services

 

Even the most qualified managers can benefit from competent, objective feedback.  We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.
 

Retirement 
Planning

 

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
 

Sales Tax
Services

 

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities.  We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
 

Financial
Statements

 

We can assist you in the preparation of your financial statements in accordance with professional standards, without issuing a formal report thereon.  The financial statements produced can be a useful tool for management for making financial decisions.
 

Payroll 
Services

 

Our well-trained staff is ready to process your payroll!  Using direct deposit, your payroll will be completed in a timely, professional manner.  All tax deposits will be handled and filed according to payroll guidelines.
 

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