Our Services

Strategic Planning

• Mergers and Acquisitions
• Executive Compensation Planning
• Profit Planning and Cashflow Forecasting
• Ownership and Management Succession Planning
• Estate Planning
• Personal Financial Planning
• Performance Improvement Consulting
• Structuring Large Dollar Transactions
• Business Valuation Services

  Accounting and Auditing

• Audited Financial Statements
• Review Financial Statements
• Compilation Financial Statements
• Special Reports

  Tax Planning and Preparation

• Income Tax Planning for Individuals
• Income Tax Planning for Businesses, Corporations, Partnerships, LLC's
• Business Transaction Consulting
• Tax Controversy Consulting
• Estate Planning and Compliance
• Multi-state Taxation
• Trust Administration

  Additional Tax Services

• Property Taxes
• Sales Tax Compliance
• Inventory Capitalization
• Payroll Taxes

  Litigation Support

• Dispute and Claims Management
• Expert Witness
• Discovery Regarding Complex Business Issues

  Computer Consulting

• Software Selection
• Management Information System Design
• Management Information System Implementation
• QuickBooks

  Management Advisory Services

• Buy-Sell Agreements
• Employee Benefit Plans
• Financing
• Partnership Agreements
• Human Resources Management
• Cash Management
• Lease-Buy Considerations
• Workers' Compensation Insurance Management
• Cost Accounting
• Bonding for Construction Contractors
• Business Planning and Organizational Development
  

Industries in Which We Have Experience:

Retail

• Auto Dealerships
• Building Materials
• Catalog Sales
• Electrical Components
• Grocery Stores
• Meat Markets
• Men's Clothing Stores
• Restaurants
• Software
• Women's Specialty Shops

  Wholesale and Distribution

• Beer and Wine
• Building Materials
• Food
• Industrial Parts
• Meat
• Trucking Companies

  Manufacturers

• Book Publishing
• Cattle Ranching
• Chip Assembling
• Computer Hardware Components
• Construction Companies
• Electronic Board Stuffer
• Electronic Controls
• Farming - Row Crops, Trees and Vines
• Food Processing
• Heavy Construction-road Builder
• High Tech Electronic Components
• Industrial Machinery
• Meat Slaughter House
• Musical Instruments
• Pool Cleaners
• Scientific Instruments
• Shower Doors & Tub Enclosures
• Wineries
• Wire Harnesses
• Art Glass Monuments

  Services

• Architectural Firms
• Auto Leasing
• Debt Collection
• Dentists
• Direct Intenet Marketing
• Elevator Consulting Companies
• Engineering Firms
• Health Training
• Insurance Brokers
• Insurance Claims Administration
• Investment Advisors
• Law Firms
• Leveraged Leasing
• Management Consulting Companies
• Medical Industry Management Consulting
• Publishing
• Radio Common Carriers
• Real Estate Holding Companies
• Research and Design
• Schools
• Securities Broker Dealers
• Software

For more information please e-mail us at cpas.boerio@boerio.com