We understand the urgent needs of maintaining a clear trust fund (IOLTA) account and have worked very closely with many attorneys in maintaining a transparent system. We can set up processes to ensure you are in compliance with your industry’s regulations. Our real-time accounting systems will track your expected tax liability and identify tax saving opportunities as they arise.
Not-for-profit Organizations
Not-for-profit accounting, including operations in multi-entity, multi-currency environments, requires extensive experience with grants management, charitable registrations, restricted funds, and industry backed technologies. As an exempt organization accountable to Board members and the public, accurate and transparent reporting is vital to your success. You can trust that we will take care of your accounting functions so you can focus on your mission.
Technology Companies
Rapid growth, financing needs, and monitoring by venture capitalists are some of the many challenges a technology firm may face. We can provide custom solutions to help you streamline and integrate your financial and reporting processes. For example, we can quickly set up cloud-based accounting systems to provide you with real-time reports that can be run on any internet connected device. We can also establish metrics to keep your performance on track.
Virtual Organizations
Today’s businesses and not-for-profit organizations are finding convenience and economies by creating a total or partial virtual operating environment. Our well-established cloud-based systems give you a central location for all your accounting information that is accessible by your team and stakeholders from anywhere and in real-time. We understand the nuances of HR and payroll regulations that vary from state to state and how regular communication throughout all facets of your organization is critical to productivity and effective oversight.
Small Businesses
Our technology and advisory services alleviate many of the concerns of a small business owner, such as offering flexibility in your staffing needs and providing back office support. We also advise on tax savings and prepare quarterly and end-of-year taxes.
Individual Taxes
The value we place on maintaining personal relationships gives comfort to tax preparation clients. One of our tax experts will work closely with you to complete your taxes in a timely manner. We can also provide you with advice on tax saving measures and managing your finances.
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