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SERVICES - Commercial & Non-Profit Clients

 

Accounting

  • Accounting & financial statement preparation
  • Compilation & review engagements
  • Monthly, quarterly & annual financial statement preparation
  • Online & in-house bookkeeping transaction compilation services
  • Cost accounting systems analysis & design
  • Accounting systems policy & procedure analysis
  • Contractual compliance reviews
  • Accounting systems training


Tax Compliance & Preparation
  • Individual, corporate, partnership & LLC tax return preparation
  • Non-Profit Form 990 & related reportings
  • Trust, estate & gift tax return preparation
  • Tax audit representation

Tax Planning
  • Selection of legal business entity type
  • Individual & business tax planning
  • Estate & gift tax planning
  • Multi-state tax planning
  • Tax reduction strategies

Business Advisory Services
  • Negotiating mergers, acquisitions & dispositions
  • Forecasts & financial projections
  • Cash flow budgeting
  • Strategic & long range planning
  • Cost reduction & profit improvement plans
  • Financing assistance
  • Loan restructuring analysis
  • Ratio & trend analysis
  • Lease vs. purchase analysis
  • Ownership succession planning
  • Internal control evaluations
  • Inventory management analysis


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400 Reservoir Avenue, Suite 2G,  Providence, RI  02907    Phone: 401.941.0202    Toll Free (Outside RI): 888.286.2918