We perform inquiry and analytical procedures that provide a reasonable basis for expressing limited assurance that there are no material modifications that should be made to the financial statements in order for them to be in conformity with generally accepted accounting principles. A Review is our highest level of financial statement service.

We put information supplied by the client into proper financial statement form without expressing any assurance. A Compilation is our lowest level of financial statement service.

We provide full-charge bookkeeping services, including subsidiary ledger maintenance, bank statement reconciliation, and payroll and sales tax filings. Good record keeping in these areas provides a solid financial records base for the small-business owner.

We assist the individual and/or family develop a tailored budget based on desired personal and financial goals.

We assist the business owner develop specific operating and capital budgets, track cash flow, monitor and provide valuable feedback in the critical decision-making process.

We work closely with our client to evaluate their technology needs and develop a formal strategic technology plan. If our client lacks personnel with the necessary technical skills, we can act as their Liaison to the Technology Provider in a Project Management capacity so that the Plan can be completed in a timely and cost effective manner.

We assist in the evaluation and implementation of accounting software appropriate for the needs of our clients.

We can develop tailored Internal Control Checklists to assist our clients assess internal controls in their operations.

The scope of Internal Auditing is to examine and evaluate the adequacy and effectiveness of an organization's system of internal control and the quality of performance in carrying out assigned responsibilities. Our services while mostly used by large companies can also be an effective preventative tool by the small business owner.

We have extensive experience with the culture and business in Mexico and Latin American countries. Our Accounting and Internal Audit skills combined with fluency in Spanish allows us to seamlessly work with local management in those countries. If you plan to do business in this part of the world or have already established a presence, our skills can be used to either provide added-value services or act as an intermediary based on your needs.

Our experience in the areas of federal and state income taxation in combination with due care and diligence to our clients allows us to provide excellence in service. By working closely and providing year-round support, we can aid our clients make advantageous decisions on tax matters.

In those instances, when a government entity decides to perform an audit of your personal or business tax filings, we work closely with you and the auditor to ensure the best possible case for your position. Our experience and objectivity takes the emotion out of a very emotional process and allows you to continue with all other aspects of your life, being assured that your case is receiving the very best of care and attention.