Small business solutions are achieved by first defining the ultimate needs of the business and then forming a strategy to achieve the stated goals. Each engagement must be addressed by utilizing available affordable technology, when advantageous, along with qualified staff personnel to allow for the most efficient and cost effective solution. Typically, Gary Lerman would work closely with management to formulate the desired solution and would supervise his trained staff to implement that solution by performing some of the services listed below:

• Bookkeeping and write up services
• Bank reconciliations
• Subsidiary reconciliations
• Payroll services (including quarterly returns and
  annual informational reports)
• Sales tax services (including quarterly or annual returns)

Depending on the scope of the engagement, additional services would be performed by Gary Lerman when required, which may include, but not limited to:

• Income tax planning and preparation (combined with personal tax planning, when advantageous)
• Financial statement preparation (Compilation and Review)
• Financial forecasts and projections
• Cash flow and/or budget analysis
• Representation before tax authorities
• Pension planning
• Consulting services
• Management Advisory Services