Client Services

Our firm offers a wide range of services to individuals and commercial businesses. Being a relatively small firm, we are able to offer our clients personalized quality service. 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.

Consulting Services

Business Entity Selection

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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Tax Services

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for small businesses and individuals.

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Tax Planning

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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Accounting Services

Financial Statements Preparation

We can assist you in the preparation of your Financial Statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

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Audits, Reviews & 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 the 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.

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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.

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CFO Services

CFO Consulting Services

In today's market, small businesses are looking for assistance with their financials, instituting effective controls, staff training to ensure proper utilization of talents and dealing with third party service providers. Small business owners cannot afford a full time controller. Our goal is to assist you in these areas so you may focus on doing what you know best. Let us be your business partner.

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401(k) Audit Services

Employers with 401(k) plans must file an annual Form 5500 with the Internal Revenue Service (IRS) and the Department of Labor (DOL). ”Large” plans, generally meaning those plans with 100 or more participants, must also file audited statements with the Form 5500.

The auditor of a 401(k) plan must be familiar with ERISA, Tax, and DOL laws and regulations and with the special requirements of 401(k) plans.

The DOL and the AICPA have expressed concerns that 401(k) audits have an unacceptably high rate of deficiencies and the DOL can reject any Form 5500 with a deficient audit.

It is important for the auditor of a 401(k) plan to have the knowledge, proficiency and competency to perform an efficient and effective audit which will stand up to the scrutiny of the DOL. Our team has over eighteen years of experience in performing 401(k) audits.

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FDOT Overhead Audit

We specialize in providing the audit reports that the Florida Department of Transportation requires from prequalified professional consultants. Unlike larger competitors with competing interests and higher fees, we focus exclusively on helping cost-conscious contractors address their problems, by using our knowledge and experience in their fields.  We help you assess compliance and enhance efficiency.

What is a “FAR Overhead Rate”?

Technically known as a firm's "indirect cost rate," the more familiarly known "overhead rate" is the percentage of general expenses that consultants can bill to contracting government agencies. More specifically, it is the ratio of allowable indirect costs to total allocable direct labor costs.

 Our specialties include:

  • Assessing compliance with FDOT job cost accounting system requirements.
  • Auditing reimbursement rates in accordance with American Association of State Highway and Transportation Officials standards ("AASHTO Guidelines") and Government Auditing Standards (“Yellow Book”).
  • Evaluating compliance with Part 31 of the Federal Acquisition Regulation (FAR)
  • Testing internal controls
  • ​Verifying overhead, direct expenses and Facilities Capital Cost of Money (FCCM)

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