Services

PLANNING & MANAGEMENT ADVISORY SERVICES

• Controller Services
• Acquisition & Divestiture Services
• Financial Planning
• Business Plans
• New Venture Planning
• Administrative Advisory Services
  • Liability Insurance
  • Health & Workers Compensation Insurance
  • Banking & Lending
  • Human Resources
  • Sales & Marketing

ACCOUNTING SERVICES

• Financial Statements – Cash Basis & Accrual Basis
• Cash Flow Reports
• Sales & Operations Reports
• Custom Management Reports
• Multi-Company Reporting & Consolidation
• General Accounting
• Special Projects & Interim Services during the absence of key employees

SOFTWARE & SYSTEMS SERVICES

• Systems Planning
• Software Selection
• Installation & Conversions
• Support & Training
• QuickBooks Consulting
• Oil & Gas Information Systems (OGSYS) Consulting

TAX SERVICES

• Individual & Business Tax Planning
• Federal & Multi-State Income Tax Returns
• Corporations, Partnerships, LLCs, LLPs, Joint Ventures, Individuals
• Unique taxes such as franchise taxes, sales tax, production taxes, oil & gas tax, property taxes, etc.

OTHER SERVICES (available through our close network of associates)

• Financial Audits for banks and investors
• Estate & Trust Taxation