Accurate and timely accounting information is a necessity for any successful business. Finkler & Company can assist you. Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following:
- Financial Planning Services
- Business Consulting Services
- Tax Planning and Return Preparation Services
- Auditing Services
- Payroll Services
- Business Valuation Services
Financial Planning Services
Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.
Our financial planning services include:
- Investment Consulting
- Financial Planning to Achieve Specific Goals
- Retirement Planning
- Estate and Business Succession Planning
- Insurance Consulting
Business Consulting Services
As a full service business advisor, Finkler & Company will help make your path clearer and your journey to success more certain. We can help you identify and think through all the issues that affect the development and success of your new or existing business. We'll help you:
- Develop your strategic vision
- Develop an effective and complete business model
- Align your vision to business plans and operations
- Create detailed action plans
- Build shareholder value and a road map for continued success, and ultimately
- Find and secure required resources
Tax Planning and Return Preparation Services
Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.
Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.
Auditing Services
Third parties relying on your financial statements often require an audit for assurance. In order to conduct an audit, we examine your company's financial statements in accordance with generally accepted auditing standards. An audit requires us to examine internal controls and to complete substantial testing of the information underlying the financial statements. We then document our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles.
Payroll Services
In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll tax returns.
Business Valuation Services
ESOPs, litigation support, mergers and acquisitions, divorce settlements, buy - sell agreements... In these cases, you need to know what your business is worth. Rely on our firm to assist you through these difficult processes. We will do a comprehensive analysis that can help you make informed decisions.