Services   Our firm offers a wide range of services to our individual and business clients. Because our offices are relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. At the same time, the overall size of our firm allows us to deliver an extraordinary amount of expertise. A winning combination.   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. Financial Statements Financial Forecasts & Projections Cash Flow & Budgeting Analysis IRS Representation Tax Planning & Preparation Sales Tax Services Payroll Services Other Services Reviews and Compilations Bookkeeping/Write-Up Accounting Software Selection & Implementation Part Time CFO Financial Statements Buying & Selling a Business Retirement Planning Financial Planning Business Consulting Pension & Profit Sharing Plans Investment Review Debt & Financing Services Business Entity Selection Retirement Planning Financial Planning We offer sophisticated financial planning services such as retirement income analysis and college savings plans. Please see the investment section of our website.   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.  We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client services.   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 the following levels of assurance: *Review - some analytical procedures conducted with limited assurance *Compilation - based upon client information provided and used primarily for internal use.   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. Part Time CFO Services A growing demand for this service - and our reputation as a quality provider - have generated a steady rise in Acting CFO engagements, within new and existing clients. We help clients by developing a vision for the future, and then helping to make that vision a reality. Most small to medium businesses share something in common: they're all in need of an interim or Acting CFO. Some companies just need minimal assistance. For other companies, the requirements are much broader. Utilizing Roberts & Associates’ Acting CFO Service, companies can identify and correct potential concerns before they turn into serious problems. By the same token, the Acting CFO team utilizes a hands-on approach that makes it easy to recognize opportunities that need to be seized immediately. The Acting CFO team is a three-prong structure that includes: · A partner who is responsible for high level financial strategies; · A professional who assumes responsibilities for day-to-day accounting and related activities; and · An accounting technician who provides support as necessary. Whatever the challenge, our Acting CFO team can draw from a knowledge bank that exceeds your business needs. Financial Statements 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. The financial statements produced can be a useful tool for management for making financial decisions.   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.   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.   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.   IRS Representation During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.   Payroll Services As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.   Sales Tax Services Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.   Accounting Software Selection & Implementation With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.   Buying & Selling a Business Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.   Financial Planning A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.   Retirement Planning Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.   Business Consulting 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.   Pension & Profit Sharing Plans Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.   Investment Review As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.   Debt & Financing Services Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.   Business Entity Selection Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.