Working hard to help you develop direction in this ever changing and challenging world.
Accounting Services
Audits, Reviews and Compilations
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 all three levels of assurance:
- Audit – an intensive examination with the highest level of assurance
- Review – some analytical procedures conducted with limited assurance
- Compilation – based upon client information provided and used primarily for internal use.
Financial Forecasts & Projections
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.
Cash Flow & Budgeting Analysis
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.
Bookkeeping Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. We have established a bookkeeping company, River Bend Bookkeeping Services Inc., that can help you manage this daunting task. Please reach out for more information.
Tax Consulting Services
Tax Consulting
We prefer to take a proactive vs. reactive approach to tax consulting services. By keeping current on ever changing tax legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to:
- Tax efficient ownership structures that can help protect the operating assets of the organization
- Tax planning related to the purchase or sale of a business
- Cross-border tax efficient structuring
- Tax effective retirement and estate planning
Tax Preparation
Our significant investment in computerized tax preparation and research software enables us to prepare returns accurately and efficiently for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Planning & Consulting Services
Business Consulting
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.
Here are just a few areas where we can be of assistance:
- Assistance with presenting to third party lenders when you need additional financing
- Advice on business acquisitions
- Cross border expansion
- Review of pricing models to determine correct pricing, identify weak product lines, and identify acquisition targets to generate product synergies
- Improve the efficiency of your accounting department
- Introduce you to our vast business network of professional advisors, lawyers, financial advisors, bankers etc.
Business Succession Planning
Effective transition of your business to your successors is critical to its continued prosperity. With a solid background in tax, succession and estate planning, and other financial matters, we are fully qualified to address the complex issues of business continuation.
Estate Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.