Southwest Florida Accounting Servicesoffice (239) 482-4371
fax (239) 931-9186
toll-free (877) 259-3802

Services

Our Firm offers a wide range of services to our individual and business clients.  Listed below are some of the services 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 another qualified professional.

Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

 
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.

We offer a full range of other accounting services to help keep your business running smoothly. Our bookkeeping services include preparing monthly and quarterly financial statements, including a balance sheet, income statement and budget comparison, bank reconciliations and a detailed general ledger. We also provide accounts payable and check-writing services, budgeting assistance and tax planning assistance.
 
We realize that most small businesses can not afford a full-time accountant but still need the expertise at times. We are there when you need us.

 
Tax Services

We prefer to take a proactive vs. reactive approach to tax services. 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.

 
Consulting Services

We gauge our worth 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. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

 
New Business Services

You know you want to start a business. Now what?  We prefer to take a proactive vs. reactive approach to business start-ups. We can help your start-up business identify areas that could negatively affect profitability and growth; and, develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

 
Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

 

Related resources

  • Mergers and Aquisitions
  • Accounting Services
  • Tax Services
  • Consulting Services
  • New Business Services
  • Other Services