Our Services
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Business Advisory CFO Services  Litigation Support Employee Benefit Plans Mergers & Acquisitions Financial Forecasts & Projections Cash Flow & Budgeting Analysis Consulting Services Business Succession Planning Business Valuations Buying & Selling a Business Management Advisory Services Business Consulting Buy or Lease Consulting Financial Statements Accounting Services Reviews & Compilations Bookkeeping/Write-Up Financial Statements Litigation Support Forensic Accounting Business Valuations Other Financial Planning Pension & Profit Sharing Plans Investment Review Internet Commerce Software Sales and Support Quickbooks Certified Pro Advisor Peachtree Care Partner MAS 90 Consultant and Reseller Accounting Software Selection & Implementation Tax Related Tax Planning Tax Preparation IRS Representation |
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Our firm offers a wide range of services to our business and individual clients. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional. |
CFO Services 
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| We provide outsourced CFO services for businesses who are too small for a full-time Chief Financial Officer. Leverage our diverse and extensive experience for your business at a fraction of the cost. |
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Quickbooks Certified Pro Advisor
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| We are Certified Pro Advisors for the most recent versions of this popular accounting program providing setup, training and support. |
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Peachtree Care Partner
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| We are Peachtree Care Partners for all versions of Peachtree accounting software providing setup, training and support. |
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MAS 90 Consultant and Reseller
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| We are SAGE MAS 90 Authorized Consultants and Resellers providing sales, training and on-going support of MAS 90 accounting modules and related products. |
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Litigation Support
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| Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages. |
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Employee Benefit Plans
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| The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan. |
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Mergers & Acquisitions
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| We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations. We excel with deal structuring and negotiations for both buyers and sellers. We have participated in the buying and selling of more than a dozen businesses in the past year. |
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Accounting Services
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Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
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Reviews & Compilations
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We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:
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Bookkeeping/Write-Up
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| Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. |
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Forensic Accounting
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| We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices. |
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Financial Statements
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| We can assist you in the preparation or review of financial statements used for litigation purposes. |
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Financial Forecasts & Projections
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| Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals. |
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Cash Flow & Budgeting Analysis
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| A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. |
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Tax Planning
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| Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. |
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Tax Preparation
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| Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. |
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IRS Representation
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| During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. |
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Consulting Services
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We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
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Accounting Software Selection & Implementation
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| With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs. |
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Business Succession Planning
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| Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. |
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Business Valuations
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| Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest. |
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Buying & Selling a Business
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| Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations. |
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Financial Planning
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| A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. |
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Management Advisory Services
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| Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. |
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Business Consulting
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| We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. |
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Pension & Profit Sharing Plans
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| Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. |
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Investment Review
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| As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return. Let our staff of Certified Financial Planners be on your team. |
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Buy or Lease Consulting
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| Let us help you with the decision on whether to buy or lease that new piece of equipment. There are advantages to buying and leasing. Let us help you make the right decision for your business. |
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Business Valuations
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| Let us prepare your business valuation or economic damage assessments. We are experienced valuators with expert witness testimony and experience. |
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Internet Commerce
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| Online sales are predicted to reach $ 12 billion by 2002. If your business is not on the Web, it needs to be. We can help you determine if your company would benefit from setting up a "virtual storefront" on the Internet and assist in implementing adequate systems and controls. |
Copyright © 2003 Roeser Accountancy Corporation - All rights reserved.
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