Alexander Advisors has created a suite of services to assist your
business in its accounting and payroll needs. These services will help
you focus your attention on the issues that only you can solve, and
provides relief from the day-to-day administrative aspects of running a
These solutions are available individually or in integrated packages that are customized to the needs of the business
- Bookkeeping services
- Bank reconciliation
- Income statements
- Balance sheet
- General ledger maintenance
Business Advisory Services
As a courtesy to our valued business clients, we make ourselves
available as a “sounding board” when you need trusted advice. Through
this service, we are able to provide an unbiased perspective to bring
clarity to complex financial issues. Our services are customized to the
needs of each client, and are summarized below.
- Business performance reviews
- Execution and monitoring of plans
- Business tax planning
- Business succession planning
- Business coaching
Review and Compilation Financial Statements
We provide financial statement compilations and reviews to a broad
array of privately held companies. We are committed to the highest
standards, and are voluntary members of the American Institute of
Certified Public Accountants.
- Financial statements – reviews & compilations
- Agreed upon procedures
- Forecasts and projections
Business Tax Planning & Preparation
Two things that every small business needs are energy and innovation.
Unfortunately, taxes and bookkeeping are things that can zap the
imagination and drive to make the most of a business, and you have
better things to do than keep your own books.
As CPAs and Financial Advisors, we have an encompassing view of the
tax implications of all your financial decisions. We will make certain
that all decisions are made in a tax-efficient manner.
- Tax return prep for corporate, partnership, estate and trust entities
- Comprehensive tax planning
- Estate and succession planning
- Tax research
- IRS representation
Retirement Plan Services
Our professional experience as CPAs and financial advisors allows our
firm to offer holistic and complete retirement planning services.
Alexander Advisors can help plan, review and implement retirement plan
recommendations to help nurture and motivate your employees.
Retirement plan services include:
- Plan, design and review
- Investment advice and guidance