We've designed our services so you may choose the degree of business support you need. If you're interested in a more comprehensive approach, see our additional "consulting" pages. We look forward to partnering with you to help you achieve future success.
Beyond the numbers
We understand the importance of reliable accounting and absolute integrity. Our clients can count on us to help them fulfill financial obligations, assess business situations and pursue effective pathways to sustainable growth. But beyond the numbers, be assured that we'll always have your best interest in mind, even if that means telling you something you may not want to hear. That's the kind of trust our clients place in us.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
- General ledger & financial statement preparation
- Bookkeeping (Monthly/Quarterly/Annual)
- Accounting system setup for new businesses
- Computerized payroll services
- Business tax return preparation (Sales & Use/Business Property)
- Personal financial statements
- Litigation support
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; primarily for internal use
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.
Financial Forecasts & Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. These financial statements enable you to know the financial position of your business throughout the year and can be a useful decision-making tool for management.
"They're the whole package. They provide honest, practical advice that keeps us heading in the right direction."
Raj K. Maturi, MD
Midwest Eye Institute, Indianapolis, IN
"They replace problems with solutions."
"It's helpful to have someone with their experience navigate all the different dynamics of a larger practice."
James Wendel, MD
Mt. Auburn Ob/Gyn Associates
"It's just not all about the numbers. They understand accounting but don't settle for bean counting."
"We appreciate their culture of integrity and have complete trust in them with all our business dealings."
Donald J. Raithel, MD
Anesthesia Associates of Cincinnati
"They won't lead us down the wrong path."
"They have the reputation, size and depth to handle our large practice and are extremely rapid in their response."
Richard L. Liston, MD
Dayton Eye Associates
"Any accountant can give you the numbers, but it's their people who make the difference with clear insight."
Frank Dumont, MD
"They are the equivalent of a versatile financial tool for a business like ours."
Jeff Isenogle, Dalbert
Woodruff & Isenogle Funeral Home
"They take tremendous interest in me, not just as a client, but on a personal level, too, and want me to do well."
Murray Dock, DDS, MSD
Montgomery Pediatric Dentistry
"They bring the truth, even the hard truth, to the table."
City Gospel Mission
"I can call them and before we get off the phone, we have a plan to solve a problem or at least are moving toward it. I feel like I've chosen the Cadillac."
John W. Richard, MD
Bluegrass Family and Extended Care, Lexington, KY
"Honesty is their biggest differentiator."
"We feel very well taken care of and view them as an extension of our group. We couldn't do what we do without their support."
Chief Operating Officer
Cincinnati SportsMedicine and Orthopaedic Center