Services
RBMS is a full-service CPA firm specializing in tax and assurance services, client accounting services and small business support, forensic services, and valuations.
OUR GOAL
Serving Clients for Their Success
Our goal is simple – to help our clients succeed. We strive to accomplish our goal by offering service-enabled solutions, using our well-rounded team of accountants and business advisors.
Client Accounting Services and Small Business Support
- Bookkeeping
- Balance sheet reconciliations
- Chief financial officer and controller outsourcing
- Accounting software consulting
- Specializing in: software selection, implementation and support for QuickBooks, Sage, Premier, and other platforms
- Budgeting and forecasting
- Succession planning
Trust and Estate Planning
- College and specific purpose planning
- Estate and gift tax analysis
Assurance Services
- Audits of nonpublic companies:
- Specializing in: construction, distribution, healthcare, oil & gas and retail industries, among others
- Audits of employee benefit plans
- Includes: 401(k) plans, 403(b) plans, defined benefit plans, ESOPs and health and welfare plans
- Audits of not-for-profit entities
- HUD audits
- Single audits
- Compilations and reviews
- Specializing in: reviews of construction companies and dealerships
- HUD Audits
- Other agreed upon procedures
Forensic Accounting and Litigation Support
- Forensic accounting
- Fraud investigations
- Litigation support
- Expert witness testimony
Internal control consultations
- Internal control assessments and recommendations
- Internal control design consulting
- Fraud prevention measures
- Assistance with SOC 1 complementary user entity controls
Tax compliance and consulting
- Preparation of federal tax returns
- Business-entity selection
- S-corp conversions
- State and local tax compliance
- Contemporaneous tax planning
Valuation services
- Buy / sell agreements
- Valuations of businesses for acquisition planning
- Valuations of family limited partnerships for estate purposes