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Services

 

Accurate and timely accounting information is vital for any successful business. Our experienced, knowledgeable team is ready and waiting to provide you with personalized service, whether you need it on a temporary or ongoing basis.

 

Here are just some of the professional services available to Scalisi, Myers & White clients:


Reviews and Compilations

We view our role in the financial reporting process as an opportunity to offer constructive guidance for maximizing your company's profitability and efficiency. We provide financial reporting on the following levels of assurance:

  • Review - Inquiry and analytical procedures conducted with limited assurance.
  • Compilation - Presentation of financial statements based information represented by management (owners) without undertaking to express any assurance on the statements.

Compliance (Bookkeeping/Accounting)

What you can measure you can manage. Meaningful, well organized financial records ensure that your business operations run more efficiently on a daily basis and are the foundation of a successful business. Our qualified team can assist you with the day to day task associated with your record keeping.

Tax Services

We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.

But our dedication to you doesn't stop after April 15. Throughout the year, we focus on current tax laws to provide planning opportunities to minimize your tax liabilities and to maximize your future opportunities.

Payroll Services

In today's hectic business world, it's a challenge to juggle all the daily tasks that keep your business running efficiently. One of the most time-consuming tasks any business owner faces is payroll.

Wouldn't it be helpful to rely on a trusted, accessible business partner to handle your payroll functions, from issuing checks to filing the necessary tax returns? We're here to lend a hand with our payroll services.

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 development situations 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. Below are some of the areas in which we provide consulting services to add value for our clients:

  • Accounting software sales, implementation and ongoing support for MAS 90, Sage BusinessWorks and QuickBooks.
  • Type of entity selection.
  • Assistance with filing requirements for a new business.
  • Bankruptcy accounting and reporting requirements.
  • Business performance reviews.
  • Temporary controllership.

Business Valuation and Litigation Support

Estate planning, litigation support, mergers and acquisitions, divorce settlements, buy-sell agreements... In cases like these, you need to know what your business is worth. We're here to guide you through what can sometimes be a difficult process, with a comprehensive analysis that will help you make informed decisions.

Litigation support involves our assistance to lawyers in the litigation process. In litigation support we perform investigative accounting, tax determinations, expert testimony, or financial valuations in dispute situations. Often litigation support involves the quantification of economic damages pursuant to existing or pending litigation. We also have specific experience in dispute situations related to the quantification of business interruption loss caused by catastrophic events. We have an experienced competent team who can compile information efficiently to assist in the calculation and documentation of any potential economic loss, damages, or other litigation support service.

Financial Planning Services

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Scalisi, Myers & White provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.

We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.

Our financial planning services include:

  • Investment Consulting
  • Financial Planning to Achieve Specific Goals
  • Retirement Planning
  • Estate and Business Succession Planning
  • Insurance Consulting

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