Financial Reports
Valuable insights into current finances and plans for long term financial growth
We offer business owners and financial officers a wide range of assurance and financial reporting services. We work hand in hand with you to help fit your company’s specific financial needs. This puts us in the best position to ensure accuracy, thoroughness and overall client satisfaction.
Financial Reporting Services Include:
- Personal Financial Statements
- Audits of Employee Benefit Plans
- Budgeting and Cash Flow
- Audits, Reviews and Compilations
- Operational Audits
- Projections and Forecasts
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Insights
Small Business IRS Audit Mistakes
In late 2020, the IRS announced that it will increase tax audits of small businesses by 50 percent in 2021. Here are several mistakes to avoid if you do get audited by Uncle Sam. Mistake: Missing income. A long history of investigating has led IRS auditors to focus on...
Good Debt Versus Bad Debt
Not all debt is created equal. Knowing the difference can change the way you look at your spending. Good debt adds value Good debt often leads to financial growth, because the product or service being purchased adds more value than the debt that comes with it. Student...
Ideas to Lower Your 2021 Tax Bill
Now is the time to begin tax planning for your 2021 return. Here are some ideas: Contribute to retirement accounts. Tally up all your 2021 contributions to retirement accounts so far, and estimate how much more you can stash away between now and December 31. So...