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ASSURANCE & ACCOUNTING SERVICES

Audits - Reviews - Compiliations

We provide three levels of financial statement assurance services - audit, review and compilation.  Understanding the advantages and disadvantages of each level of assurance can help you choose the most appropriate one to fit your needs. Please contact us and we will help determine which option is right for you.

Small Business Accounting

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.

Payroll

We offer payroll solutions that meet your business's needs and enable you to spend time focusing on running your company.

Bank Financing

It pays to be prepared and organized in your approach for financing.

We can help you create an appropriate business proposal that demonstrates to the banking community your individual business needs and financial situation.

 

We can assist you in preparing your proposal with the following services:

  • Executive Summary: We help you to define the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why it is needed.

  • Pro-forma Cash Budgets and Financial Statements: We work together to break down your data and underlying assumptions in order to prepare information that your banker can easily understand.

  • Owners Personal Financial Statements: We can assist you with the preparation of your personal financial statements if required by the bank.  This typically ranges from answering your questions on the financial statement to actually compiling a personal financial statement.

  • Representation: We can discuss your financial needs/position with your banker.

Non-Profit Organizations

The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status.

Internal Controls

We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, then we make recommendations that help your company become stronger.

QuickBooks Services

QuickBooks is the ideal business accounting software for small to mid-sized business owners. Although QuickBooks is designed for the layman to understand, the initial setup and installation can be tricky. Save hours of frustration by allowing us to setup QuickBooks for you correctly. We also offer Follow up training to ensure the client is "on the right track" as well as monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.

© 2023 by Cohen, Cohen & Company, APC

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