Services
Shore bird at Virgin Creek beach, Fort Bragg CA
OUR APPROACH TO YOUR BUSINESS AND YOUR NEEDS
Of most importance is our approach to you and your business. We have always thought that the best way to help someone is to treat them the way that we would like to be treated if we were on the other side of the desk, asking for services. To that end, we have developed some pointed service requirements for ourselves that we extend to our clients. We call it "The Client Bill of Rights" and you can read it now by clicking the link, above.
Our aim is to help you, the business owner, to made better decisions about your business. To do that we need to listen to you and learn what you feel that you need from us. The other side of listening to you is to communicate back to you what we understand your problem is and when it comes time to discuss the solutions, to speak with you in a non-technical way. If we can't do this correctly then the best answers in the world will fall flat because you can't understand our solutions.
This firm has always been what is known as general practice, which just means that we know a lot of information about a lot of subjects but we don't specialize in one particular area. What do we do if we find a situation that needs a specialist? We have that base covered by belonging to a network of CPA firms known as CPAConnect. From there we can call on CPA firms across the country that have specialized knowledge in areas that clients might need.
Our firm has gone through Peer Reviews since they came into existence in the 1980's. Our most recent Peer Review was in 2010 and we received an unmodified opinion, which is a good thing.
Here are some of the services that we have provided to clients over the years:
Of most importance is our approach to you and your business. We have always thought that the best way to help someone is to treat them the way that we would like to be treated if we were on the other side of the desk, asking for services. To that end, we have developed some pointed service requirements for ourselves that we extend to our clients. We call it "The Client Bill of Rights" and you can read it now by clicking the link, above.
Our aim is to help you, the business owner, to made better decisions about your business. To do that we need to listen to you and learn what you feel that you need from us. The other side of listening to you is to communicate back to you what we understand your problem is and when it comes time to discuss the solutions, to speak with you in a non-technical way. If we can't do this correctly then the best answers in the world will fall flat because you can't understand our solutions.
This firm has always been what is known as general practice, which just means that we know a lot of information about a lot of subjects but we don't specialize in one particular area. What do we do if we find a situation that needs a specialist? We have that base covered by belonging to a network of CPA firms known as CPAConnect. From there we can call on CPA firms across the country that have specialized knowledge in areas that clients might need.
Our firm has gone through Peer Reviews since they came into existence in the 1980's. Our most recent Peer Review was in 2010 and we received an unmodified opinion, which is a good thing.
Here are some of the services that we have provided to clients over the years:
CONSULTING AND PLANNING
Forecasting and budgeting
Cash flow forecasting
Helping with buying or selling your business
Cash flow forecasting
Helping with buying or selling your business
Analysis and explanation of your company's financial statements
Company/personal goal setting
Strategic planning for your organization Business buy-sell agreements
Company/personal goal setting
Strategic planning for your organization Business buy-sell agreements
ACCOUNTING AND AUDITING SERVICES
Set up manual accounting systems
Set up computerized accounting systems
Review general ledger postings
Set up computerized accounting systems
Review general ledger postings
Compile or Reviewed financial statements
Audited financial statements
Small or medium sized businesses
Small or medium sized nonprofits
Audited financial statements
Small or medium sized businesses
Small or medium sized nonprofits
TAX PLANNING AND COMPLIANCE SERVICES
Regular corporation planning and tax compliance
"S" corporation planning and tax compliance
Individual income tax planning and compliance
Estate tax planning and compliance
"S" corporation planning and tax compliance
Individual income tax planning and compliance
Estate tax planning and compliance
Partnership planning and compliance
Trust planning and compliance
LLC organization, planning and tax compliance
Nonprofit planning/tax compliance
Trust planning and compliance
LLC organization, planning and tax compliance
Nonprofit planning/tax compliance
If you don't see the service you are looking for please contact us and we can discuss your needs. If we can not provide the service (and it's possible we may not be able to provide it) we can probably find a CPA associate who can do the work you need. Of course there is no charge for the consultation to see if we can do the work nor for finding a CPA for you.
CPA Connect
We are an independently owned and operated member firm of CPAConnect, an association of select CPA firms and sole practitioners throughout the United States. Through our affiliation, we have instant access to the expertise and resources of more than 2,500 professionals across America.
CPAConnect is the companion association to CPAmerica, an association of larger, independent CPA firms.
Through our membership in CPAConnect, we can offer clients unique access to national and international markets through an association of independent accounting firms that maintain the highest practice standards.
We serve the international needs of clients through CPAmerica's strategic alliance with Crowe Horwath International. Crowe Horwath International is ranked among the top 10 global accounting networks with more than 140 independent accounting and advisory service firms in more than 100 countries.
We're here to help you get the most from your business. Contact us with your questions.
CPAConnect is the companion association to CPAmerica, an association of larger, independent CPA firms.
Through our membership in CPAConnect, we can offer clients unique access to national and international markets through an association of independent accounting firms that maintain the highest practice standards.
We serve the international needs of clients through CPAmerica's strategic alliance with Crowe Horwath International. Crowe Horwath International is ranked among the top 10 global accounting networks with more than 140 independent accounting and advisory service firms in more than 100 countries.
We're here to help you get the most from your business. Contact us with your questions.
