Client Services
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed some of the services that we offer to our clients along with a brief description.


As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we will refer you to another qualified professional.


Accounting Services

Reviews & 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 two levels of assurance:

*Review - some analytical procedures conducted with limited assurance

*Compilation - based upon client information provided and used primarily for internal use.

 We do not perform audits of financial statements.

Audit Assistance

While our firm no longer performs audit services for clients, we do provide services to assist clients in preparing for their annual audit. Our services include preparing work papers & specific schedules requested by the auditor, organizing & retrieving required accounting records  & compiling the financial statements to be audited.

Upon request, we will provide names of other qualified firms to conduct the audit.

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

*General ledger & financial statement preparation

*Bookkeeping (Monthly/Quarterly/Annual)

*Accounting system setup for new businesses

*Computerized payroll services

*Business tax return preparation (Sales & Use/Personal Property)

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.

Bill Paying Services

Are you disorganized and/or too busy to pay your monthly bills, or do you have an elderly relative that may need assistance with such matters? Our qualified bookeeping staff are able to provide a very cost effective solution to address these problems.

Certified QuickBooks Pro Advisor ®

Our Certified QuickBooks Pro Advisors ® can assist you with your QuickBooks ® setup, training, and financial reporting. Training sessions can be scheduled for an individual or for groups in either our office or a client's office.

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 experienced staff can assist you in achieving your company's financial goals.

Tax Services

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall personal and/or business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. By allowing us to develop tax projections specific to your situation, you will be able to make informed decisions regarding the various tax strategies available.

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations, including required state tax returns in all 50 states.

IRS / State Tax Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Our services include responding to specific tax notices, representation in tax examinations and appeals matters, handling of tax collection issues, requests for penalty abatements, preparation of Offers In Compromise, etc.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Sales Tax Services

Many of our business clients are responsible for collecting and remitting sales & use taxes in more than one state. Because the sales tax laws in each state vary, we can review the nature of your Company's sales transactions and assist in determining its specific sales & use tax requirements. If necessary, we can also assist in the compilation of information and preparation of sales tax returns and represent your Company in the event of a sales & use tax examination.

Consulting Services

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Buying & 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.

Fraud Prevention & Detection

We use our accounting and investigative skills to provide an analysis of financial records in conjunction with fraud and theft investigation. Our damage measurement methods can help to determine the extent of financial loss and improper accounting practices.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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.

Michael Conaway, the firm's Managing Principal, is a Certified Financial Planner (CFP).

Retirement Planning

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

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.

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 and 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.

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

Business Entity Selection

Choosing the form of entity of your business (e.g. "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.

Other Services

Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and other investigative techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages. Our Senior Manager, Dana Vagnoni, CPA, specializes in Divorce litigation & has served numerous times as an expert witness in such matters.

Notary Public

Bring us your important documents to notarize. Our Firm Administrator, Karen Werber, is a Notary Public.