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Our firm offers a wide range of services to our individual and business clients. Because we cater to the small business world, our clients benefit by getting personalized, quality service that is the best there is to offer in the Southern Maryland region we serve. Below we have listed the services that we offer 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.
Consulting Services
Business Valuations
Whether you are thinking of buying a new business, adding a business partner, creating an employee share option plan (ESOP), confirming the proper and agreed value for a buy-sell agreement, or in the midst of a difficult divorce, the amount attached to the value of your business is important. Our firm specializes in appraising businesses like yours. We use a unique blend of specialized education and experience to apply the proper valuation methodology in determining the value of your business. We can provide useful and objective analysis to assist you in the valuation of your business.
Click Here to Read More About Our Valuation Services Please contact Catherine at 301-475-5671 or Email Cathy for more information about Business Valuation Services.
Catherine has varied experiences conducting Business Valuations for clients. She has performed Business Valuations for various industries such as:Accounting Services
Forensic Accounting
We use a unique blend of specialized education and experience to apply accounting, auditing, and investigative skills to uncover truth and assist in investigations. Forensic accountants may be involved in both litigation support (providing assistance on a given case, primarily related to the calculation or estimation of economic damages and related issues) and investigative accounting. We use these skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices. International Fraud Awareness Week - November 6-12, 2011 A Week Dedicated to Fraud Awareness, Detection and Prevention - Organizations around the world lose an estimated five percent of their annual revenues to fraud, according to a survey of fraud experts conducted by the Association of Certified Fraud Examiners (ACFE). It is against this backdrop that the ACFE urges organizations worldwide to participate in International Fraud Awareness Week to help cast a spotlight on this urgent problem. Click on the link below for more information... http://www.fraudweek.com/resources.aspx
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. Tax Services
Estate & 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 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. Miscellaneous
Menu of Services
Tax Preparation, Compliance & Wealth Management Planning Services- Individual Tax Compliance & Return Preparation
- For-Profit Business Tax Compliance & Return Preparation (Corporation, S Corporation, Partnerships, LLC’s)
- Not-for-Profit Tax Compliance & Return Preparation
- Estate Planning
- Tax Planning – Business & Personal
- IRS Representation
- Litigation Support
- Expert Witness Services
- Estate Administration
- Employee Pension/Benefit Plan including Employee Stock Ownership Plans (ESOP)
- Sales and Use Tax Compliance
- Tax Research
- W-2 Preparation
- 1099 Preparation
Accounting & Auditing Services- Financial Statement Preparation (Audits, Reviews & Compilations)
- Employee Pension and Benefit Plans
- Not-For-Profit Organizations
- Special Purpose Agreed Upon Procedures(possible alternative to audits)
- Management Report Preparation (monthly, quarterly, year-end & special reports to manage your business)
- General Ledger Accounting (including month-end closing support)
- Bookkeeping (onsite and offsite)
- Procedure Manual Preparation
- Forensic Accounting
- Certified Fraud Examinations
Computerized Accounting Systems/Applications- QuickBooks (Certified Pro Advisors) Including Enterprise Solution (experienced in consultation, conversions, training & support)
- Sage MIP Fund Accounting (Mid Size Non-profits)
- Sage Peachtree (Small-Mid Size Business)
- Deltek Alliance Partners
- Deltek GCS Premier
Management & Business Growth Consulting Services - Strategic Planning Day Facilitation
- Organizational Structure Analysis
- Customer Advisory Review Boards
- Team Advisory Review Board
- Business Succession Planning
- Business Valuation Services
- Procedure Development
- Project Management
- Business Start-Up Support
- Operating Budget Prearation
- Cash Flow Analysis
- Lease versus Buy Analysis
Training Seminars - Vision & Strategy
- Products & Services
- People & Culture
- Systems & Processes
- Finance
- Key Performance Indicators
- Marketing & Sales
- Fraud Detection and Prevention
Software Product Sales & Support
Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business' computer systems. We are certified QuickBooks Advisors, Peachtree Complete Account Care Providers, and MIP Premier Service Providers for NPSPro (nonprofit) software. Estate Administration & Estate Tax Return Preparation
As if the loss of a loved one weren't painful enough, the decedent's representatives must deal with the often overwhelming reality of probate and estate tax return filings. Our team of administration professionals stands ready to assist you in making this process both painless and understandable. Conference / Training Room
Reserve our spacious conference / training room today for your Business Meetings Training Seminars Workshops Contact Judy Murphy @ 301-475-5671
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