Accounting Services that Fit Your Needs

TAX SERVICES

Preparation of Tax Return

(We perform for all entity types at the federal, single/multi-state and local levels)

  • Individuals/Families

  • Corporation, S-Corporation, limited liability company (LLC) and partnership

  • Tax-Exempt or Not-for-profit

  • Trusts and Estates

  • Individuals with rental, investment or business reporting

CONSULTING

Business Services:

  • Determining entity type & performing set-up

  • Forecasting & budgeting

  • Business plans

  • Reorganizations, mergers or acquisitions

Individuals & Families:

  • Financial planning

  • Funding retirement

  • Risk management

  • Saving for education

ACCOUNTING SERVICES

Full-Service Bookkeeping:

  • Customized to fit your business needs

  • Preparation of monthly financial statements to help you effectively manage your business

  • Provide recommendations and consulting on important business decisions

Financial Statement Compilation, Review & Audit:

  • Compilation:

    • Often required by banks, investors and other third parties as part of their lending stipulations​ when businesses are seeking initial or lower amounts of financing or credit or there is a significant collateral in place to secure adequate financing

    • Our CPA applies accounting and financial expertise to assist management in the presentation of financial statements

    • A compilation does not require the CPA to verify the completeness or accuracy of the information that has been provided by management or the responsible business party and also does not require the CPA to express an opinion or offer any conclusions on the financial statements

    • Lowest level of assurance provided by the CPA

  • Review:​

    • Requested by banks, investors and other third-parti​es who require a basic level of assurance by the CPA on the accuracy of financial statements when a business is applying for larger and more complex levels of financing or credit

    • Our CPA provides a higher level of service than required for compilation because the CPA expresses a limited level of assurance on the financial statements

    • A review does not require the CPA to study and/or evaluate the business's internal controls or assets and also does not require the CPA to verify data with third-parties

  • Audit:​

    • Many lenders and investors require audited financial statements in order to determine whether they lend an entity funds or extend their existing lines of credit. 

    • In accordance with the Generally Accepted Accounting Principles and International Financial Reporting Standards, our CPA will examine an entity's financial statements and submit accompanying disclosures in an independent audit report. 

    • The auditor's report will attest to the fairness of presentation of an entity's financial statements and related disclosures and will adhere to the auditing standards of the Public Company Accounting Oversight Board (PCAOB).

    • An audit is backed by the highest level of assurance that our CPA can provide.

  • All compilation, review and audit reports provided by our CPA are in compliance with Generally Accepted Accounting Principles (GAAP) and in accordance with Statements on Standards for Accounting and Review Services (SSARS)

BUSINESS VALUATIONS

Our CPA is certified by the American Institute of Certified Public Accountants (AICPA) to perform valuations that estimate the economic value of your business.

 

These valuations are useful for:

  • Buy or sell agreements

  • Divorce matters

  • Estates

  • Acquisitions and mergers

NOTARY SERVICES

If you need to have documentation notarized, call us and request to speak to Darlene or Rebecca. Both staff members are certified Notary Publics in the State of Tennessee and they can discuss a date and time in which you can come in and have your documents notarized.

JOB COSTING

We can provide accounting services that will assist your business by tracking the business expenses incurred in relation to creating your unique product. 

  • Trace the expenses (direct labor, indirect labor & manufacturing overhead) of each job

    • Build reports from recorded data for analysis and tax purposes​

    • Maintain other relevant data involved with business operations