Financial Management
Services at a Glance. . .

(The Following Services are Provided in Coordination with James Ernst Accounting, Certified Public Accountants and Consultant)

Financial Services

• Provide Investment Planning
  
• Conduct Financial Analysis

Financial Reporting

• Work with the Owner, President or executive management team to conduct either an audit, review or compilation of financial statements
  
• Work with the Owner, President or accounting department to create, review or revise policies and procedures for internal controls
  
• Work with accounting department to create well-organized financial records - including budgets and financial statements
  
• Identify financial trends
  
• Act as interim controller

Tax Planning & Preparation

• Work with organizations or individuals to develop tax strategies that take advantage of new tax laws and legislation

IRS Representation

• If the need arises, provide representation before the various federal and state tax agencies

Samples (Budget file is a Microsoft Excel File)

Budget

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