CLIENT SERVICES

Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.


As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Accounting Services:

  • Accounting Services

    Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot 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

  • Audit Services

    We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency.  Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance.

  • 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.

  • Bookkeeping/Write-Up

    Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business.  Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

  • 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.

  • 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. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

  • 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.

  • Financial Statements

    We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them.  The financial statements produced can be a useful tool for management for making financial decisions.

  • 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.

Consulting Services:

  • Accounting Software Selection & Implementation

    With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

  • Business Consulting

    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.

  • Business Entity Selection

    Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

  • Business Succession Planning

    Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

  • Business Valuations

    Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

  • Buying & Selling a Business

    Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

  • Computer Consulting

    Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business' computer systems.

  • 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

  • Estate Planning

    Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

  • 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

  • Fraud Prevention & Detection

    We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

  • Management Advisory Services

    Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

  • Pension & Profit Sharing Plans

    Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

  • Retirement Planning

    Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Employee Benefit Plans:

  • Employee Benefit Plans

    The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan.

Tax Services:

  • Estate & Trust Tax Preparation

    Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

  • IRS Representation

    During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

  • International Taxation

    Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.

  • Payroll Services

    As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

  • Sales Tax Services

    Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

  • Tax Planning & Preparation

    Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

  • Tax Planning

    Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

  • Tax Preparation

    Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

  • 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

Miscellaneous Services:

  • CFO Services

    CHIEF FINANCIAL OFFICER'S SERVICE. Your organization may not have a need for full time CPA/CFO. Benefit from our years of accumulated financial management expertise in a financial business environment.We offer you a CPA as needed. A part-time CPA/CFO will bring addded value and quality asurance to financial data. LET US PUT OUR STRENGTHS TO WORK FOR YOU.

  • NON-PROFIT ACCOUNTING

    Introducing the first online accounting solution tailored to the special needs of non-profit organizations.C A Group LLC's online professional accounting solution gives non-profit organizations the power and performance of traditional clint/server accounting software--without the IT cost and headaches,But our anytime/anywhere access and up-to-the minute financial data offer you much more: the accounting power you need to manage your organization in real-time.

  • Records Management

    The business world of information is growing daily.  Information is recorded on paper, microforms, and magnetic media. Today, the volume of records generated by computers, copiers, and other advanced forms of technology shows no sign of decreasing.  Quite the contrary, it is essential that business records be handled efficiently. Our Records Management group provides Records System evaluation and analysis, Electronic bar- coding service, Records completion, destruction, and records retention consulting.

Have A  Question?

Submit your message and we'll  get back to you soon..

Share by: