ESTABLISHED COMPANIES - Printer Friendly Version
As your business matures, the requirements to
establish a more formal system of controls and long term planning
strategies becomes evident. Carver Moquist & O'Connor, LLC is
experienced in understanding and addressing the needs of established
companies and will assist you in planning strategies and designing
systems and controls that meet the needs of your business.
Tax Planning, Consulting and Compliance
Services
- Provide proactive federal and multi-state tax
planning and compliance assistance to minimize and/or defer tax
costs
- Help protect and maximize investments by
working with you to select and structure appropriate shareholder
agreements, buy/sell agreements and retirement plans
- Help the company plan for its future by
providing assistance in positioning for growth opportunities such
as acquisitions, mergers, or a possible sale of the company
Accounting and Audit Services
- Development, enhancement and documentation of
internal control procedures to help assure that assets are
safeguarded and that you have the necessary controls over cash
receipts and disbursements
- Provide audit, review and compilation of
financial statement to meet the needs of the owners, lenders and
regulatory bodies including employee benefit plan audits, non-profit
audits and agreed upon procedures engagements
- Provide assistance in determining the financial
viability of potential acquisitions to increase the probability of
success
- Provide payroll processing services to
streamline the time and effort associated with payroll and filing
payroll tax returns
Information Technology Services
- Assist with recommendations and selection of
system software and hardware to meet the growth requirements of the
company
- Assist with software implementation and
integration with business operations to assure a smooth and
efficient process
- Assist with planning the company’s
information systems projects to assure they are successfully
completed on a timely basis
- Assist with the training of personnel to run
the systems
- Provide periodic audits to ensure that all
critical systems are functioning properly and that information is
received in a timely manner
Financial Management Services
- Provide temporary “controllership services”
to ensure accurate and timely financial reporting and manage the
existing accounting staff
- Provide debt and equity financing assistance
including needs assessments, preparation of financial lender
information, sourcing of financial institutions, terms negotiation,
etc. to streamline the process and improve overall results
- Assist in developing financial projections to
assist with critical business decisions that have a significant
impact on the company
- Conduct lease versus buy analysis to
assist with the acquisition of equipment or real estate to optimize
your financial position and minimize your tax consequences
- Assist in developing performance
measurements to enhance the profitability of the company
- Provide strategic planning services through our
affiliation with Corporate Alliance
Business and Asset Valuation Services
- Assist with evaluating potential opportunities
such as mergers and acquisitions, sale of a business, divestitures,
liquidations, split-ups or spin-offs, franchise valuations,
etc. to maximize value for our clients
- Assist with lease/buy and/or buy/sell decisions
to assure all of the important factors are considered in management
decisions
- Assist with litigation support in such areas as
economic loss analysis, eminent domain, divorce, partner disputes,
wrongful death, dissenting shareholder actions or disruption of
business to establish fair value
- Provide valuation support for multiple business
related issues to include adequacy of life insurance, bankruptcy or
foreclosure, charitable contributions, employee stock ownership
plans, estate and gift taxes, incentive stock option programs,
gifting programs and more to meet the needs of our clients
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