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.  If it is not a service we provide, we would be more than happy to refer you to a qualified professional.       ·  Accounting Services ·  Audits, Reviews and Compilations ·  Bookkeeping Services ·  Cash Flow and Budgeting Analysis ·  Financial Statements ·  Financial Forecasts and Projections ·  Payroll Services ·  Sales Tax Services ·  Tax Services ·  Tax Planning and Preparation ·  Estate Planning ·  Estate Administration ·  Estate and Trust Tax Preparation ·  Retirement Plans ·  IRS Representation ·  Business Consulting ·  Accounting Software Selection and         Implementation ·  Business Entity Selection ·  Business Succession Planning ·  Buying and Selling a Business ·  Debt and Financing Services ·  Investment Review ·  Litigation Support ·  Management Advisory Services ·  Retirement Planning

Accounting Services Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised.  Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.  The firm provides a full range of cost effective accounting services including the following:   ·    General ledger and financial statement preparation Bookkeeping (Monthly/Quarterly/Annual) Accounting system setup for new businesses Computerized payroll services Business tax return preparation Personal financial statements   Audits, Reviews and Compilations We view our role in the financial reporting process as an opportunity to provide positive 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 that statements are fairly presented in accordance with GAAP. Review - Some inquiry and analytical procedures conducted with limited assurance as to GAAP. Compilation - based upon client information provided with no assurance as to GAAP.   Bookkeeping Services Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business.  Our qualified staff can provide complete bookkeeping services for your company.  In addition, we offer Quickbooks implementation and support if you desire to maintain accounting costs at a minimum.  We have a QuickBooks Pro Advisor on staff.   Cash Flow and Budgeting Analysis A business can be profitable and still have financial problems due to cash flow issues.  We can forecast and evaluate your company's financial condition, estimate financing requirements, and monitor cash-flow sources and uses.   Financial Statements We can assist you in the preparation of your financial statements in accordance with professional standards.  The financial statements produced can be used as a valuable tool for management in making business decisions.     Financial Forecasts and Projections Forecasting is a necessity when trying to effectively manage and run a business to properly.  From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.   Payroll Services We provide complete payroll services or we can assist you in implementing your in-house payroll system.  The firm can prepare all necessary payroll tax returns in a timely manner.   Sales Tax Services Sales taxes are becoming more important with the increased scrutiny by the N.C. Department of Revenue.  We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.   Tax Services Tax Services are the principal concentration of the practice.  By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.  We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.  Tax services offered include but are not limited to:   Tax planning and return preparation Individuals Corporations Partnerships LLC's/LLP's Estates, trusts and gift Not-for-profit organizations Taxing authority representation Divorce and support issues Tax effects of buying/selling a business Tax Planning and Preparation Tax planning and preparation form a winning combination for all of our clients.  Whether you are an individual or a business, the experienced staff can develop tax strategies that take advantage of new tax laws and legislation.    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.   Estate Administration The administration of an estate can be a timely and demanding matter.  We provide complete estate services from the filing of the inventories with the County Clerk of Court's Office to all tax filings with the various federal and state tax agencies.  We will help simplify this entire process and help ease you through this difficult time.   Estate and Trust Tax Preparation Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce 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.   Retirement Plans Qualified retirement plans can provide significant tax advantages for closely held businesses and self-employed individuals.  Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.   IRS Representation During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.   Accounting Software Selection and Implementation With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult.  The experienced staff can help you choose and implement the system that best fits your needs.  We have a QuickBooks Pro Advisor on staff.   Business Consulting Our value is derived 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.  We provide comprehensive, flexible strategies that address the issues affecting your business.   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.  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.   Business Succession Planning Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day-to-day operations.  With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.   Buying and Selling a Business Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business.  The competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.   Debt and Financing Services Debt management and the evaluation of financing options are issues that an experienced professional deals with every day.  Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.   Investment Review As you develop your investment strategy, we will act as your sounding board.  We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.  R. Scott Grady, CPA has obtained the American Institute of Certified Public Accountants exclusive designation of Personal Financial Specialist.   Litigation Support Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques.  We have experienced competent staff that can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.   Management Advisory Services Even the most qualified managers can benefit from competent, objective feedback.  We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.   Retirement Planning Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.   Remember, it's not what you earn, it's what you keep.