YOUR NEEDS - YOUR CHOICES OUR MENU OF SERVICES WILL MEET BOTH ! Our initial "evaluation appointment" with a potential client is focused on two issues: Learning about YOUR issues and concerns so we can offer the most appropriate and cost-effective  services for your individual circumstances, and Allowing you to evaluate if we are the CPA firm you wish to have on your financial team and which services you feel will best meet your needs now and in the future. Fees for the services agreed upon are then discussed so that you can feel confident that there will be no surprises or misunderstandings.  In fact, before we actually begin work, we will present you with a written "Engagement Letter" to be signed by both parties detailing the services and fees that you have selected.  If, in the future, you wish to make changes, deletions, or additions to the services we provide, we will be most happy to present you with a written confirmation of the new agreement.   Our Menu of Services is quite extensive but if you don't see something you're looking for, please let us know.  We will be glad to discuss that service with you.    MENU OF SERVICES GROW YOUR BUSINESS   Ø    Management Services     Strategic Planning        Key Performance Indicators             & Monitoring        Budgeting        Forecasting        Benchmarking        Company Value Tracking        Cash Flow Analysis        Periodic Financial Statement             Analysis        Pricing Analysis        Productivity Analysis        Profitability Analysis        Ratio Analysis        Sensitivity Analysis        S.W.O.T. Analysis        "What If" Analysis   Ø    Education Programs     Business Growth        Business Management        Customer Service        Tax Saving Strategies        Team Member Development        Ø    Other Services and One-Time Projects     Accounting System Upgrades        Business Start-Up Services        Business Transaction Planning        QuickBooks Pro-Advisor &             Other  Software Assistance        Computer Training & Support GAIN CONTROL & DIRECTION   Ø    Planning     Personal Financial & Tax Minimization        Estate & Retirement        Business Tax & Profitability        Business Succession   Ø    Accounting Services              Accounting System Setup/Monitoring       Compilations & Reviews       Controllerships       Financial Statements       General Ledger       Schedules as Required               Depreciation               Liability - Amortization               Assets - Receivables        Bookkeeping Services        Ø    Loan Package Assistance   COMPLIANCE ISSUES   Ø    Income Tax Returns        Individual        Estate, Trust & Gift        Partnership        Corporation   Ø    Information Returns         1099's           Ø    Property Tax Returns   Ø    Sales Tax Returns   Workers Compensation Reports RETURN TO TOP RETURN TO "HOW WE HELP YOU"