“FRACTIONAL CFO” SERVICES

Business Valuation, Accounting Software Selection and Implementation, Planning for Businesses and High Net Worth Individuals

 

 


Management Advisory Services/Business Planning

  • Serving Privately Owned Businesses and High Net Worth Individuals
  • Resident and non-resident alien tax issues and tax returns
  • Response to tax notices and assessments from IRS and other government agencies
  • Informational tax returns
  • Payroll tax returns

Retirement Plan Accounting and Administration

  • Preparation of the annual accounting, books and financial statements required for qualified retirement plans
  • Preparation of the annual computation for amounts payable by the employer to eligible employees under defined contribution pension, profit sharing, 401(k) plans, SEP and SIMPLE retirement plans
  • Preparation of the "Schedule of Participants Accounts" for the year – valuation report for plan trustees
  • Preparation of the "Statement of Participant Account" – valuation report for each eligible plan participant
  • Preparation of the Summary Annual Report (SAR) – the annual disclosure form required by the U.S. Department of Labor
  • Preparation of IRS Forms 5500.

Mergers & Acquisitions

  • Proposed acquisitions and/or mergers analysis
  • Review of acquiring and/or acquired company's financial statements
  • Assistance with issues related to manner and method of merger
  • Accounting for the financing phase of the acquisition
  • Business valuation services and consulting

Specialized Services

  • Offers in Compromise –preparation and negotiation
  • Successful petitioning to IRS opening closed audit periods
  • Analysis of corporation, partnership, S corporation, LLC or proprietorship structures

 

 

Accounting Services
Bookkeeping Services, Financial Statement Preparation, Audits, Compilations and Reviews, Internal Audit Services, and much more.

Tax Services
Individual and Corporate Taxes, Tax Form Preparation Estates, Trusts, Inheritance, Limited Liability Companies LLC, Filing of Back Taxes, IRS/State audits and collection problems, and much more

Quick Books
Initial Software Setup and Training, Troubleshooting and Repairs, Payroll Setup and Training, Job Costing Setup and Training

Payroll Services
Complete Payroll Processing, Monthly, Quarterly, & Annual Report Filing, Direct Deposit Services, W-2 processing, Error Resolution, Audit Defense Services

Other Services
Profit Enhancement, Cash flow Enhancement, E-Commerce Implementation, Product/Service Costing and Pricing, Mergers - Acquisitions - Liquidations - Reorganizations
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