Preparation of annual and periodic financial reports for management, including analysis of financial statements and interpretation of actual results versus budgeted estimates.
Preparation of complilation and review level financial services.
Multiple-year financial projections for management, banks, and other creditors and potential investors.
Accounting systems design and implementation.
Financial budgeting and projections.
Computer hardware/software selection and installation.
Cash flow management.
Audits of financial statements in accordance with generally accepted auditing standards.
Examination of internal control structures, policies and procedures, and accounting systems including reports on any control or accounting system weaknesses, with recommendations for Audits in accordance with government auditing standards, "Yellow Book," the Single Audit Act of 1984, and O.M.B. Circular A-133 for non-profit organizations receiving federal funding.
Tax planning for minimizing liabilities within the confines of existing tax law.
Preparation of all federal, state, and local income tax returns for corporations, partnerships, non-profit organizations and individuals.
Preparation of estate tax, gift tax and fiduciary returns.
Preparation of quarterly and annual payroll tax forms including 941, 940, W-2, W-3 and related state forms.
Client representation for IRS and state tax examinations, including preparation of offer in compromise procedures.
As forensic accountants, our staff, which includes a Certified Fraud Examiner (CFE), performs a vast array of forensic accounting functions. We analyze and compute financial damages in lawsuits and are available to testify in court. Our staff investigates complex financial transactions in order to discover evidence necessary for the trial attorney to successfully prove their case. We provide assistance to attorneys and business owners in connection with:
Stockholder disputes
Fraud detection and deterrence
Criminal defense
Damage and lost profits calculations
Allegations of tax fraud
White collar crime
Malpractice claims
Bankruptcy accounting
Matrimonial / divorce proceedings
We carefully assess business financial information, history and general economic conditions to prepare a valuation report. The report estimates the value of the company's tangible and intangible assets. A business appraisal proves to be invaluable for buying or selling a business, shareholder buyout agreements, stockholder disputes or estate and gift tax planning. The resulting valuation reports carry a high degree of credibility. All aspects of your business are weighed. Specifically, we study and analyze your company's past performance, current status, and future outlook. Geltrude & Company, LLC is uniquely qualified to provide business valuation services. Our professionals have extensive analytical skills and research techniques. If required, we hire experts to value real estate, personal property, or other assets. As your key financial advisor, we coordinate all procedures and present the entire business valuation in a clear, concise form.
We prepare business plans which review the company's mission, management structure, competition and personnel needs. This plan also serves as a tool to direct the business' future.
We design succession plans to facilitate the passing of business management from one family generation to the next. This plan highlights the steps necessary to both train the succeeding generation and help the retiring generation pass the reins of power. In addition, the plan is specifically designed to address the complex tax issues which typically accompany such transactions.
Throughout the year, we continually meet with lending officers, updating our level of knowledge regarding their bank's changing credit policies. We then match our client with the appropriate institution.
Geltrude & Company, LLC has developed a diversified network of business professionals who provide clients with personalized service. This network includes, but is not limited to, legal counsel, investment advisors, banking institutions, and insurance carriers.
Our business introductions continue to prove successful, as our valued clients develop long-term relationships with our network contacts.
