Assurance & Advisory Services

Let Us Help You Control Costs Through Expert Assurance and Advisory Services

We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures, and working to produce strategies that help you face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law.

These services include but are not limited to:

  • Compilations
  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Business valuations
  • Financial projections and forecasts
  • Debt management and financing
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession

Client Center

- Individual Clients
- Business Clients
- Client Employee

- QuickBooks

Using Your Client Organizer
How to Review My 1040
Using File Exchange

Memberships

 

Dalhart Office: 806.244.2729 ph • 806.244.4766 fax
Dumas Office: 806.935.9112 ph • 806.935.5167 fax