Services
Bookkeeping/
Write-Up
Our firm will convert
your basic accounting information (checkbook, credit card statements)
into a complete set of accounting records. Our firm provides
full-charge bookkeeping services, including general journal and
subsidiary ledger maintenance, bank statement reconciliation, and
receivables and payables tracking and analysis. However, we do not on
an ongoing basis take over a client’s bill paying or invoicing
function. If a client requires this service, we can put the client into
contact with contract office managers/ accounting personnel that can
perform this service.
Financial Statements
Our firm prepares
professional, GAAP compliant financial statements as well as tailor-made
financial analyses that can help business owners and managers eliminate
inefficiency and realize a businesses full profit potential
Reviews and
Compilations
Our firm offers full
Review and Compilation services for small to medium sized firms.
Compilations include a cover letter and provides a more professional
appearance to a client’s financial statements. A review is a much more
extensive assurance engagement that doesn’t rise to the level of an
audit, but is sometimes required by lenders or for bonding purposes.
Payroll Services
Our firm offers
complete payroll tax reporting services for clients that prepare their
on payroll but do not want to be responsible for the form filings. We
prepare all federal and state returns. If a client requires payroll
preparation, we refer them to a payroll processing company that can do
the work more cheaply and efficiently.
Financial Forecasts
and Projections
Our firm provides
complete financial and business forecasting services, including proforma
projections. We also customize “What if” planning scenarios to help
management foresee and plan for unexpected business contingencies. We
have extensive experience preparing real estate projections for private
placement offerings.
Cash Flow &
Budgeting Analysis
Our firm offers expert
cash flow and budgeting analyses that help you minimize cost overruns,
lost purchase discounts, and uncollectible receivables.
Tax Planning
Our firm continuously
monitors federal, state and local tax law changes to allow its clients
to minimize current and future tax liabilities. We can consult with you
on the most tax efficient method to form your new business entity, and
when the time comes provide you with the exit strategy for the sale of
your business with the least tax cost.
Tax Preparation
Our firm offers
professional preparation of all federal, state and local tax returns at
competitive, affordable rates.
Estate
Administration and Compliance
The firm has extensive
experience acting as executor and administrator of client’s estates. We
administration and appraisal work and prepare the federal and state
death tax returns.
IRS and State/Local
Representation
We can provide complete
representation services before the IRS as well as state and local
authorities. We can also negotiate offers in compromise with the IRS.
Sales Tax Services
Our firm prepares all
sales tax filing and offers full sales tax audit representation.
Medical Practice
Management Consulting
Our firm has extensive
experience with every facet of medical practice management. We have
performed engagements analyzing the internal controls of the cash
handling portion of the patient receivable system, review of the claim
denial system to determine that denied claims are properly appealed,
expense analysis to determine if a practice’s overhead is reasonable as
compared to national averages and the Dallas/Fort Worth market, database
analysis to determine which third-party payors are the most profitable,
establishing complex expense allocation matrices to determine physician
compensation, pre-opening analysis of proposed leases and hospital
contracts, staff compensation analysis to determine appropriate
compensation compared to DFW averages, new doctor entrance strategies,
retiring doctor’s exit strategy
Quickbooks
Consulting
Our firm has extensive
experience with Quickbooks and can perform the following services:
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Custom Installation of the latest
version of Quickbooks
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Initial setup of your company’s file
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Transfer of account balances from other
accounting software
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Monthly, quarterly or annual review of
accounting data
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Review of payroll activity
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Conversion from Quicken to Quickbooks
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Quickbooks training.
Other Software
Consulting
We have performed
various projects for clients in Excel and Dbase database management
language.
Family Partnership
Accounting and Consulting
The firm has several
family partnerships to which we provide accounting and tax services. We
can also work with your attorney on formation to make sure that the
legal documents provide for the proper structure, the transfer of assets
to partnership are properly carried out and that the partnership is
operated correctly to give the partnership the best chance to withstand
IRS scrutiny.
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