|
We
provide a broad range of services to help clients secure a sound
financial future. In addition to the core services listed below, we
provide customized services to address our clients in the
manufacturing, service and not-for-profit industries.
Our
services are very comprehensive. Call for a free evaluation of your
tax, accounting and general business needs. Compare the difference
between what you're presently doing and what we can do for you. These
are some of the standard services we provide.
Small Business Accounting Services
We
offer the full range of other accounting services to help keep your
business running smoothly. Our bookkeeping services include Monthly
Operating Statements, Bank Reconciliations, Payroll, Audit Trails,
Balance Sheet, Financial Graphs and Budgets. We realize that most small
businesses can not afford a full-time accountant but still need the
expertise at times. We are there when you need us!
Return to the list of our services
Monthly Operating Statements
These
give you a monthly look at where you stand so you can act on a problem
or seize an opportunity before it's too late. Every month we look at
your financial picture so we can alert you to those areas that need
your attention. Watching your bottom line can often help improve it.
Return to the list of our services
Bank Reconciliations
We
prove out your bank balance every month and advise you of any bank
charges, bank errors or arithmetic mistakes on your part so you know
exactly how much cash is available for spending.
Return to the list of our services
Payroll Registers:
These records on each and every employee are required by law and help us to prepare your payroll tax returns.
Return to the list of our services
Balance Sheet
Shows
cash balances, accounts receivable, taxes owed, etc. This is
particularly useful to your banker when he is trying to make a decision
about a loan.
Return to the list of our services
Budgets
We
can help you draw up a plan of action for the year. Throughout the year
we can track the progress you're making toward your goals.
Return to the list of our services
Oil & Gas Accounting Services
We provide complete oil and gas accounting services for the individual investor or the operator of oil and gas properties.
Return to the list of our services
Revenue Distribution
We
maintain your division of interests and prepare calculations necessary
to distribute oil and gas revenues to both royalty and working interest
owners. Checks can then be prepared and a history is maintained for
preparation of the Forms 1099 at year end. We also maintain your legal
and minimum suspense by owner/well. our system will net the JIB's
against the revenue distributions on an individual owner or well basis
Return to the list of our services
Joint Interest Billing
Preparation
of JIB's for both drilling prospects and normal operations. Our system
maintains a history of the amounts billed to each owner and their
receivables.
Return to the list of our services
Accounts Payable
Once
you have approved your invoices for payment, we can process your
invoices, write the checks in payment of the bills, maintain due dates
for cash requirements reporting and distribute those items that relate
to the properties so the JIB's can be prepared.
Return to the list of our services
Accounts Receivable
The
JIB's are automatically transferred into the accounts receivable system
and statements of account can be printed at any time.
Return to the list of our services
General Ledger
Our
system has full general ledger capabilities which enables you to
outsource all of your accounting fundtions for not only your oil and
gas investments/operations but also for any other business venture.
Return to the list of our services
Proactive Tax Planning
The
best time to save money on your taxes is four to sixteen months before
they are due, and this requires expert planning. We provide one-on-one
pro-active tax counsel to meet your unique personal and business needs.
The typical client benefits the most from expert tax advice in:
Year-end strategic planning to help minimize your tax liability;
Effective and timely structuring of your personal and business
transactions; Executive compensation planning; Money-saving
self-employment and payroll strategies; Successful retirement and
estate planning.
Return to the list of our services
Tax Return Preparation
We provide accurate on-time year-end tax returns utilizing pro-active tax strategies described above.
Return to the list of our services
Business Formation
Including
start-up, expansion and sale of a business. Many important decisions
and financial commitments are involved in starting a new business or
selling an old one. The tax effects can be dramatic without careful
consideration and thoughtful planning.
Return to the list of our services
IRS Audit Representation
As
a valued client we will be available to you in dealing with the IRS and
other taxing authorities. We will represent you and assist you in
preparing for audits and appeals conferences. We also provide expert
counseling on technical tax issues, penalty assessments and
negotiations to resolve payment of tax deficiencies.
Return to the list of our services
Consulting Services
Our
most important goal is to assist you and your company in increasing
after-tax profitability. The close working relationship we share with
our clients gives us a better understanding of their overall financial
goals. We offer a broad array of valuable consulting services
including: cash management, risk management (insurance), financing,
business valuation, compensation and benefit plans, computer-based
accounting systems, succession planning for family-owned businesses,
mergers and acquisitions, health care, compliance with government
regulations, litigation support, software evaluation and setups.
Return to the list of our services
Organizational Consulting
Our
Firm can provide expert advisory services to assist you with such
issues as organizational structure, job descriptions, performance
appraisal, teambuilding, communications, and other human resource
concerns.
Return to the list of our services
Banking Relationships
Our
Firm can provide valuable assistance in establishing, maintaining or
expanding current banking relationships. We assist you to
professionally organize and prepare your all-important banking proposal.
Return to the list of our services
Research Services
To
meet the needs of clients and business associates for timely business
information, we supply a variety of customized research services.
Business analyses, industry forecasts, company profiles are examples of
just some the information resources available.
Return to the list of our services |
