As trusted advisors, our goal is to provide the necessary services and resources to assist businesses and their owners. Our team stands ready to answer questions and provide guidance in a timely, efficient manner.
Our services include but are not limited to the following:
- Business entity selection (e.g. corporation, partnership, LLC)
- Owner and employee compensation and benefit planning
- Retirement plan consultation
- Tax planning and preparation for the business and owners
- Compilations, reviews and audits of financial statements
- Engagements for agreed upon procedures
- Assistance with accounting policies and procedures
- Internal control analysis and recommendations
- Operations profitability analysis and break-even analysis
- Bookkeeping services for an interim period
- Assistance with admission of new owners and succession planning
Our medical practice team works with new practice start-ups as well as established medical practices.
Our services include but are not limited to the following:
- Physician and employee compensation and benefit planning
- Retirement plan consultation
- Tax planning and preparation for the medical practice and owners
- Bookkeeping support to establish profit centers for practice management
- Practice evaluation and related assistance with acquisitions, mergers and reorganizations, and key terms for shareholder agreements
- Compilations, reviews and audits of financial statements
- Agreed upon procedures engagements
Our firm provides audit services for defined contribution plans subject to the Employee Retirement Income Security Act (ERISA). As a member of the AICPA Employee Benefit Audit Center (The Center) our firm is required to meet additional continuing education standards in this practice area.
The Center provides specific additional resources to help its members stay abreast of the latest regulatory changes that could impact your defined contribution plan.
Our firm works with general contractors as well as developers and residential home builders.
Our services include but are not limited to the following:
- Initial Balance Sheet audits required as a part of the application for an unlimited contractor's license in North Carolina
- Tax planning and preparation for the entity and owners
- Compilations, reviews and audits of financial statements
- Agreed upon procedures engagements
- Assistance with accounting policies and procedures
- Internal control procedure analysis and recommendations
Our practice assists software developers and established companies facing issues related to product development, technology upgrades and related maintenance contract revenue recognition.
Our services include but are not limited to the following:
- Tax planning and preparation for the business and its owners
- Compilations, reviews and audits of financial statements
- Agreed upon procedures engagements
- Assistance with accounting policies and procedures
- Internal control policies and procedures
- R&D credit analysis and assistance locating a qualified service provider if necessary
Our services include but are not limited to the following:
- Audits under the Federal Acquisition Regulations and The Uniform Audit & Accounting Guide (published by AASHTO)
- Tax planning and preparation for the business and owners
- Compilations, reviews and audits of financial statements
- Agreed upon procedures engagements
- Assistance with accounting policies and procedures