To help our clients succeed, we do more than answer questions—we ask them. And we go beyond providing services; we provide solutions. Our team of talented accountants and business advisors offer world-class expertise and provide a full range of extensive services beyond our core audit and tax practices. Click on the links for additional details on these specialty areas.
- Accounting & QuickBooks consulting services
- Estate and personal financial planning
- Financial statement audits, compilations & reviews
- Fraud & Forensic Services
- General business consulting
- Internal control consulting
- Litigation support service
- Payroll processing & compliance
- Tax compliance & consulting
- Valuation services
- Accounting & QuickBooks® Consulting Services
- Accounts receivable and accounts payable outsourcing and consulting
- Assistance with implementing new guidance
- Bank reconciliation preparation or assistance
- Bookkeeping
- Consulting on GAAP and reporting issues
- Data entry
- QuickBooks® setup (QuickBooks ProAdvisor® Program Member)
- QuickBooks® training (as groups or one-on-one)
- Write-up services
- ® QuickBooks and QuickBooks ProAdvisor are registered trademarks and/or registered service marks of Intuit Inc.
- Estate and personal financial planning
- Cash flow planning
- College and specific purpose planning
- Estate & gift tax analysis
- Estate settlement assistance
- Portfolio analysis
- Retirement planning
- Risk management planning
- Financial statement audits, compilations & reviews
- Audits of public and nonpublic companies in the following sectors, among others:
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- Agriculture
- Banking, mortgage companies and other financial institutions
- Construction
- Employee benefit plans
- Federal and state award programs
- (A-133 and State of Texas single audits)
- Government
- Healthcare
- HUD audits
- Oil & Gas
- Manufacturing
- Not-for-profits, including foundations
- Retail / franchises
- Trust funds
- Financial statement compilations and reviews
- Agreed upon procedures engagements, including the following:
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- Bonus or profit sharing verifications
- Director’s examinations
- Other specified elements, financial or non-financial
- Fraud & Forensic Services
- Forensic accounting
- Fraud investigations
- Internal control consulting
- Compliance auditing
- General business consulting
- Assist with budgeting and analysis of operations
- Assist with ownership transition, including negotiation strategies
- Benefits consulting
- Compensation planning
- Controller and chief financial officer outsourcing
- Entrepreneurial and emerging business consulting
- Family business consulting
- Financial projections and modeling
- Strategic planning
- Succession planning
- Internal control consulting
- Assistance implementing fraud prevention measures
- Internal control assessments
- Internal control design or improvement consulting
- SAS 70 evaluations and assistance implementing end user controls
- Litigation support service
- Bankruptcy support
- Determination of economic damages in commercial, personal injury, wrongful death and wrongful termination cases
- Expert witness testimony and trial support
- Fact finding and discovery for disputed financial and economic issues
- Financial projections and modeling
- Marital property consulting
- Marital dissolution, including tax considerations
- Pre-trial assistance, including preparation for depositions, analysis of results, preparation of briefs and exhibits
- Settlement negotiations
- Payroll processing & compliance
- Payroll processing, check printing and GL entry
- Payroll tax deposits and verification
- Payroll tax form preparation and filing
- W-2 preparation and mailing
- Tax compliance & consulting
- Assist businesses in determining appropriate tax entity
- Cost segregations
- Information return preparation for benefit plans & not-for-profit organizations
- IRS negotiations
- Preparation of federal tax returns
- S-corp conversions
- State & local tax compliance
- Tax planning & research
- Valuation services
- Buy / sell agreements
- Valuation of businesses
- Valuation of family limited partnerships
- Valuation of intangible or intellectual property