Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. 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.

The Minnesota State Board of Accountancy requires all licensed firms be enrolled in a peer review program.  The results of our latest peer review are available for you to read.


Accounting Services

Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive 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

*Review - some analytical procedures conducted with limited assurance

*Compilation - based upon client information provided and used primarily for internal use.

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Bookkeeping/Write-Up

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 assist you with the day-to-day tasks associated with bookkeeping.

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Tax Services

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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Payroll Services

As a business grows, it must hire more employees, which results in increased payroll administration. We can help with these payroll administration chores. Our firm offers many services from complete payroll processing to assistance in implementing your own in-house solution. Below are some of the services we offer:

Payroll processing offers:

* Unlimited pay, deduction and withholding items
* Vacation and sick time tracking
* Tip reporting including allocated tip calculations
* Supports the same employee working in multiple states or localities
* Laser printed checks
* Direct deposit through our preferred partners

Payroll compliance offers:

* Preparation of Federal and state quarterly reports
* Preparation of W2s and 1099s

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Consulting Services

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. The following is just a few of the areas in which we provide consulting services:

*Accounting software selection and implementation

*Type of entity selection

*Buying/selling a business

*Financial & retirement decisions

*Estate, trust & gift planning

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Miscellaneous

QuickBooks Assistance

QuickBooks is the number one selling software for small business. We can help you decide if it's right for your business. If it is, we can install it, train your staff and provide ongoing support.

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