Call Us At
(301) 942-7400

 

We provide specialized services to attorneys who maintain escrow accounts (also known as “Trust Fund Accounts” and “IOLTA Accounts”). We have developed an expertise in this area through our work as account monitors for attorneys who have been placed on conditional agreements with the Maryland Attorney Grievance Commission. More....

 

Let Us Put Our Expertise To Work For You

Our professional relationship begins with an in-depth review of your business. We can then tailor an accounting system to meet your business needs. A smooth and accurate flow of accounting data is the key to detailed financial statements you need to make informed decisions for your business.

We have the experience necessary to design and implement an effective and comprehensive accounting system. We select the software, format the chart of accounts, cost centers and financial statements and design a process for the flow of data with effective internal controls for protecting your assets.

Not-for-Profit Accounting

We have many years of experience assisting not-for-profit organizations manage grants and federal awards. Following the requirements of OMB Circular A-133, we will design and implement a system to assist compliance. We will prepare your accounting records for a financial statement audit and serve as audit liaison.

Taxes

We approach taxes from your perspective, minimizing the burden. Preparation of your individual or business taxes begins well before the year ends. Tax planning and strategizing is one of our trades of excellence.

Chief Financial Officer Services

Hire us as your Virtual Chief Financial Officer. Investing and maintaining a large-scale in-house accounting department may not be cost-effective for your business. By contracting outside financial oversight services, you gain an independent force to help make the changes and decisions needed.

 

 

 

 

 

List of Services
  • Design and implement a computerized accounting system
    o Software selection and tailoring
    o Set up process and formats
    o Full out-sourcing of accounting tasks

  • Not-For-Profit accounting
    o Federal award financial
    management
    o Corporate and Foundation grant financial management
    o Analytical procedures
    o Audit preparation and liaison
    o Complete outsourcing of accounting tasks
  • Taxes
    o Payroll
    o Individual
    o Corporate, Partnership, LLC, LLP
    o Not-For-Profit

  • Virtual CFO
    o Assistance in making decisions
    o Oversight of financial processes and employees
    o Preparation for financial statement audits and audit liaison