| 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
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| 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.  
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| Asset Protection |
| Asset protection, or wealth preservation, plan makes the enforcement of judgements against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships, or offshore trusts. |
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| 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.
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| Bookkeeping/Write-Up |
Some small business owners find that hiring financial personnel and maintaining a bookkeeping system is an expensive distraction that prevents them from focusing on what they do best.
PBGH offers a solution through its data processing department, where we can handle every aspect of your bookkeeping needs, including general ledger, accounts payable and accounts receivable. We provide periodic financial statements and any other compilation or review services that may be necessary. |
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| 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. |
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| 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. |
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| 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. |
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| 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. |
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| Buying & Selling a Business |
Are you thinking about selling your business? Or are you planning to gift some or all of it to loved ones? Or do you simply wonder how much your business is worth, and how you can enhance its value?
Our business valuation specialists understand the dynamic climate of today's business environment. With their training and experience, they can select the most appropriate model for assessing the value of your business. While determining the value of your business, hidden strengths and weaknesses may be detected. The information derived from a valuation may ultimately result in an increase in the value of the business you seek to sell or acquire. |
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| 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. |
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| Construction/Real Estate Team |
| Need to know the ins and outs of specific tax issues for contractors, builders and real estate companies. PBGH has the experience and specialized knowledge to properly fit your specific needs. |
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| 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
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| Cost Segregation Studies |
| Find out how one of these studies can benefit your company. |
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| Employee Benefit Plans |
OUR GOAL is to assist you in the selection of a retirement plan that fits your business needs, and help you maintain the qualified status of your plan in operation.
Consulting Services: Plan Adoption Employee Meetings Administrative Support |
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| Estate & Trust Tax Preparation |
Will your estate's executor have to sell your assets to pay your estate taxes?
Our tax specialists can assist you in organizing your estate both to minimize estate taxes and to ease the administration of your estate by its executor and beneficiaries. This can include setting up gifting programs, changing business structures, or establishing trusts which will serve to carry out your final wishes.
Tax Preparation
Are you aware of the changes coming in the 2000 tax forms? Are you familiar with the changes in exemption amounts, tax brackets, and the various limitations on a multitude of items? Does your return include all of the elections and statements required to make it complete?
Our tax preparers, assisted by sophisticated computer software, can assure that your return not only is mathematically correct and includes all required forms and elections, but also maximizes the use of all available benefits and deductions in computing your income tax.
IRA's Quarterly payments |
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| 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. |
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| Wealth Management Services |
| 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. |
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| Financial Statements |
You may be a business that would benefit from a more traditional service. As a business owner you may have been instructed to obtain an audit or a review by an outside agency (bank, bonding company, etc). The problem may be that you are not sure what is expected of your accounting staff to facilitate such an engagement. You would appreciate receiving the service in the most economical manner.
PBGH can provide the traditional audit, review and compilation services represented by a final high quality product. In addition we go the extra step in providing feedback to management and staff where we note that increased efficiencies or "best practices" should be implemented. In certain situations we can offer your bank or other outside agencies alternatives to the traditional engagement to hopefully reduce your costs. PBGH can provide the less publicized "agreed upon procedures" engagement. This can be a cost effective alternative to an audit with a more focused approach. |
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| Fraud Prevention & Detection |
The U.S. General Accounting Office estimates that U.S. businesses and governmental units lose $100 billion from fraud annually. Over 80% of white-collar crimes are perpetrated against businesses with less than 100 employees with a median loss per fraud occurrence of $120,000. Average loss from employee fraud is more than 30 times the average loss from robbery and burglary.
In cases of suspected fraud, acting promptly can significantly enhance your chances of recovering lost assets. Our team of professionals can utilize our audit skills to document the extent of a fraud and assist you in building the strongest legal position for ultimate prosecution and recovery. |
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| Governmental/ Not-for-Profit Audit Team |
| Purpose: The Governmental/Not-for-Profit Niche team is specifically designed for handling engagements for local governmental entities and not-for-profits. This team has extensive governmental experience in audits and special engagements for Cities, Counties, Towns, Authorities, Boards and Commissions. Not-for-Profit clientele include colleges and universities, retirement communities, foundations, community service organizations, and domestic violence/homeless shelters to name a few. Available services: Traditional Audit Services - which are required, in many instances, by the Auditor of Public Accounts in Richmond (include Single Audits, "regular" audits, reviews, or compilations); Consulting Services - relating to the choice of hardware and software for accounting and other purposes (for example, the installment and use of Quickbooks); Special Assistance and Consulting - relating to the requirement of GASB 34; Assistance and Consultations - relating to special projects which are required to obtain an unqualified opinion on financial statements (for example, recording property and equipment and the related depreciation); General Consulting Services - relating to such issues as budgeting, human resources, projections, and general accounting matters. Tax Services - relating to the preparation of the annual Form 990, various federal and state payroll tax returns, etc. Other Services - relating to monthly general ledger work and payroll preparation. |
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| Health Care Consulting and Practice Management |
PBGH has a team of professionals that specialize in Practice Management issues and solutions to meet diverse sized health care facilities from specific tax issues to practice management best practices.
Quality of care is the most important function of a medical practice. Our Health Care Consulting Team works with your practice to increase your profitability and your efficiency. Being well organized and in a strong financial position enables you to provide top quality health care services.
In addition to traditional tax and accounting services we offer... * Operational reviews * Managed care contract analysis * Benchmarking * Budgeting * Fee schedule analysis * Office set-up * Income distribution plan * Employee incentive compensation * Investment planning * Practice valuation * Retirement plan administration * Personal financial planning |
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| IRS Representation |
In today's self-reporting tax system, many taxpayers live in fear that the Internal Revenue Service will audit or examine their return.
Our tax professionals are experienced in representing taxpayers before the Internal Revenue Service. They will work hard to ensure that IRS agents or other tax authorities give a fair and complete consideration to your positions and the information reported in your return. |
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| Litigation Support |
Disputes are part of business life. If you or your business suffer a loss, or are accused of causing another party to suffer damages, how can you determine the proper restitution due to the wronged party?
Our litigation support specialists will work as a team with your legal counsel to develop supportable conclusions regarding the economic impact of the damages. |
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| 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. |
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| Mergers & Acquisitions |
| Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations. |
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| 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. |
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| Retirement Planning |
| Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. |
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| Reviews & 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 two levels of assurance: - Review - some analytical procedures conducted with limited assurance
- Compilation - based upon client information provided and used primarily for internal use.
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| 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. |
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| Tax Planning & Preparation |
Are you familiar with the changes in exemption amounts, tax brackets, and the various limitations on a multitude of items? Does your return include all of the elections and statements required to make it complete?
Our tax preparers, assisted by sophisticated computer software, can assure that your return not only is mathematically correct and includes all required forms and elections, but also maximizes the use of all available benefits and deductions in computing your income tax. |
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