Advisory Services

Internal controls can seem like a topic for public or big private companies, but a proper system of internal control is needed for all companies, regardless of size or personnel to ensure the assets are protected and the corporation is in compliance with various rules and regulations.

We can help your business:

• Develop controls for effective and efficient operations
• Develop policies and procedure manuals
• Implement effective communication and monitoring policies
• Help keep things tidy by segregating duties as needed
• Provide timely suggestions for system improvements

A flurry of new accounting standards has been issued in recent years, and future years promise to be a time of heavy activity as businesses either evaluate a new standard’s impact or dive into the implementation process.

Whether you follow standards set by the Financial Accounting Standards Board (FASB) or the Governmental Accounting Standards Board (GASB), you will need to evaluate some of the new standards and change your financial accounting and reporting system to be in compliance.

We can help your business:

• Assess business impacts

• Prepare a position paper for implementation 

• Implement approved compliance processes & procedures

We have been on the other side of the table, and know what an auditor is going to ask you, when they look at your financials.

Identifying problems early, can save time, money and most importantly preserve reputation.

Let us help you get ready!

We can help your business:

• Update your accounting system 

• Identify gaps and offer suggestions to improve your financial system 

• Develop a corrective action plan for addressing issues

Providing retirement plan services to your employees can be a very encouraging and motivating factor in retaining the employees and making them feel cared for.

We can help your business:

• Manage compliances and filings required by IRS 

• Prepare the plan annual return (Form 5500), and a summary annual report

• Provide the ERISA Section 103(a)(3)(c) audit 

• Provide proactive process improvement recommendations, to avoid any DOL or IRS compliance issues.