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Tax & Accounting

Tax return preparation and tax planning services.  Compliance consulting in regards to payroll and regulatory laws.  Sales and franchise tax complaince.  Tax estimates and assistance with tax deposits. 

Accounting services including compilations and reviews.  Consulting regarding proper accounting treatment.  Personnel training and review of accounting records.

Contract CFO & Controller

CFO Services - A strategic partner participating in:

• Plans & programs,

• Long range planning and strategies,
• Policies, procedures and systems,
• Budgeting,
• Decision making issues,
• Banking & financing relationships,
• Treasury and cash flow planning,
• Contract analysis. 

Controllership Services - A financial manager directing:

• Financial reporting,
• Employee supervision,
• Processes and procedures,
• Internal controls,
• Regulatory compliance.

Accountmate Business Partner

Accountmate solutions are flexible, scalable and reliable.  Accountmate is a robust suite of accounting and business software solutions best suited for mid-sized companies.  Accountmate has many features only found in a much more expensive solution.  Accountmate is open code, or customizable.  In addition, there are many third-party developers who have built custom applications specifically for certain industries or types of companies. 

As an Accountmate Business Partner I can analyze whether Accountmate is a good fit for your needs, and if it is I can guide the planning, installation and use of the solution.  This includes integration of the system into existing software applications, implementing other third-party modules to meet specific needs and assisting with processes, policies and procedures; whether that entails managing specific changes or re-engineering of critical processes.