|
Accounting Services |
|
Financial Planning |
 |
 |
|
Audits, Reviews and Compilations |
|
Other Services |
|
Cash Flow & Budgeting Analysis |
|
Retirement Plan Administration Services |
|
Consulting Services |
|
Tax Services |
|
Financial Forecasts & Projections |
| |
| (Click Service Title For
Details) |
|
| Accounting Services |
| Providing financial information to our clients in a timely and
accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records
ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of
cost effective accounting services including the following:
*General ledger & financial statement preparation
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for new businesses
*Computerized payroll services
*Business tax return preparation (Sales & Use/Business Property)
*Personal financial statements
*Litigation support |
| Top |
|
| Audits, 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 all three levels of assurance:
*Audit- an intensive examination with the highest level of assurance
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use. |
| Top |
|
| 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. |
| Top |
|
| Consulting Services |
| 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. The following is just a few of the areas in which we provide consulting services:
*Accounting software selection and implementation
*Type of entity selection
*Business valuations
*Buying/selling a business
*Computer systems
*Financial & retirement decisions
*Estate, trust & gift planning |
| Top |
|
| 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. |
| Top |
|
| 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.
Fee based planning offered through Pickett, Bradford & Associates
Third Party Money Management offered through ValMark Advisers, Inc., an SEC Registered Investment Advisor
Securities offered through ValMark Securities Inc., Member Finra/SIPC
130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201
Nicholson & Company, PLLC is a seperate entity from ValMark Securities Inc. & ValMark Advisers Inc.
|
|
| Top |
|
| 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, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
*Asset protection
*Bankruptcies
*Business Interuption Insurance Claim Estimate Calculations
*Cash flow forecasting
*Employee benefit plans
*Expert witness services
*Litigation support
*Lost Profit Calculations
*Mergers & acquisitions
|
| Top |
|
| Retirement Plan Administration Services |
| We provide retirement plan consulting designed to meet your changing needs as we incorporate your retirement plan administration into personal and corporate tax planning needs. It is our goal to help you develop a fully functional approach to retirement planning through our extensive knowledge of compliance regulations, plan operation and design, and an understanding of investment alternatives. |
| Top |
|
| Tax Services |
| We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
*Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business |
| Top |