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Forensic Accounting

Forensic Accounting

Our business management services were designed to provide you with the right financial information at the right time—delivered in business-owner-friendly language.

We’ll meet with you regularly to discuss your financials and offer deep insight into your data via business-critical and highly customized reports, including budgeting and tax planning. We’ll also track and provide deep analysis of revenue and profits, expenses, payroll, credit card fees, cash flow, and unique KPIs (Key Performance Indicators). It’s like having a CFO…but at a fraction of the cost!

Advice

No business owner should have to go it alone. Let us help you build a strong foundation by educating and advising you on several key areas of business start-up, including:
Entity type analysis

Entity type analysis

We’ll help you navigate which entity structure is right for your business as well as handle state and federal form preparation.

Credit card rewards

Credit card rewards

Count on us to help you maximize credit card rewards by identifying the best credit card for your business expenses.

Accounting system setup

Accounting system setup

Our team will ensure that your accounting system is optimized to support a streamlined, efficient workflow.

Retirement plan analysis

Retirement plan analysis

We’ll help you identify the best retirement plan for you and your employees…and one that doesn’t break the bank.

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Entity Type

Every business must fall under an entity type. And the structure you choose directly impacts many areas of a business, including business size and operations, taxes paid, how profits are shared, your degree of ownership, and your legal liability. Let us help you start with a strong foundation by identifying the entity structure that is right for your business. We’ll even handle state and federal form preparation.

Assurance

Our expert team will help you select the right entity structure for your situation…rest assured.

Tax savings

When you are set up under the right entity type from the start, it helps ensure against overpaying taxes and even double taxation.

Education

We take the time to educate you on multiple entity types and walk you through how each will affect your business.

Accounting System Setup

An efficient, well-maintained accounting system is at the center of a successful business—providing access to accurate, real-time data that supports smart, informed business decisions. Whether you are launching a new business or are in need of a system cleanup, our professionals can help ensure your accounting system is set up to support maximum operational efficiency.

Streamlined processes

We make sure your accounting system supports automated, streamlined workflows.

Insight

Ensure your system is set up so you always have access to real-time, accurate and smart-decision-driving data.

Smart decisions

Time is money, so don’t waste a minute of it reviewing bad data. Ensure your time is well spent reviewing accurate business intelligence that leads to sound, financially healthy decisions.

Retirement Plans

Retirement plans are a crucial component in saving for the future, yet nearly 40 percent of small businesses don’t have one in place. Selecting a plan can be confusing and expensive, but it doesn’t have to be. Let our experts take the stress out of reviewing and identifying the right plan for you and your team.

Peace of mind

Remove the worry of selecting the right plan for your business. We’ll do all the legwork for you.

Time savings

Because we take on researching and comparing multiple retirement plans, you can spend those extra hours running your business.

Happy staff

Offering the best possible retirement plan makes for happier employees.

Forensic Accounting

Internal Controls & Fraud Investigation Services for Small & Medium Size Businesses

We recognize the challenges inherent in operating a business in a highly complex and dynamic environment. We can serve as your outsourced internal audit team, perform a one-time evaluation of your internal controls, or complete a fraud investigation. Our services include assessing organizational risks; evaluating compliance with policies, procedures, laws and regulations; and ensuring operational efficiency and effectiveness.
We incorporate best practices, including the tenets prescribed in Managing the Business Risk of Fraud: A practical Guide sponsored by the Institute of Internal Auditors, American Institute of Certified Public Accountants and Association of Certified Fraud Examiners. Our overall approach to every engagement is straightforward:
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We work closely with you and your staff. While we are proud of the knowledge base we offer, years of experience have taught us that one of the keys to a successful engagement is the input of our clients. We are skilled at interviewing stakeholders in a manner that allows us to obtain pertinent information in regards to internal controls and potential fraudulent activity.
We take full advantage of comprehensive automated analytical procedures to guide our work. Analytics are especially useful in environments where anomalies may point to issues that highlight fraud risks and warrant further review. With substantial expertise in information technology, we are highly skilled in extracting information from QuickBooks and other information systems.
We provide recommendations that are actionable and work within the existing business systems. Throughout the engagement, we will work closely with you to ensure any internal control processes that we recommend will work within the current business environment.