Services
Fineman West & Company has been providing a full-spectrum of accounting and auditing services to our individual and business clients for more than 40 years. We have in-depth knowledge and an unsurpassed passion to help our clients achieve and maintain financial success for the future. We offer a wide range of services, including:
ACCOUNTING SERVICES
Detailed financial records are vital to keep daily operations running smoothly. Our accounting services contribute to a healthy bottom line and a prosperous future for your business. Our audit approach combines a keen understanding of the competitive business landscape and the risks you face on a daily basis. Our goal is to help you maximize return on your investment through detailed management letters that offer in-depth analysis of your financial statements, internal controls, and operational efficiency. These services include:
- Review and Compilation of Financial Statements
- Assessment of Internal Controls
- Financial Forecasts and Cash Flow Projections
- Budgeting Analysis
- Financial Benchmarking
AUDITING SERVICES
- Audited Financial Statements
- Due Diligence
- Internal Controls Assessment
- Compliance (401k, SOX)
- Income Tax Provision Calculation
- Licensing and Royalty Company Audits
TAX SERVICES
Taxes are an inescapable fact of life, but they don’t have to be a headache. Fineman West stays abreast of the latest tax laws and makes the information accessible to clients. Because of this, we are able to help clients navigate existing tax requirements and prepare for future tax changes as painlessly as possible. These services include:
- Federal Tax Planning and Preparation for Businesses and Individuals
- Expertise in State Income Tax Filing and Sales Tax Collection Requirements (all states)
- Estate and Trust Tax Preparation and Planning
- Tax Consulting and Direction on Business Sales/Acquisitions
- Advising on Buy/Sell Agreements, Compensation, etc.
- Innocent Spouse Representation
- Tax Audits and Controversy Resolution (Federal, State and Local Tax Agencies as well as Litigation in the United States Tax Court)
- Maximizing Employment and Research & Development Tax Credits and Incentives
- Structuring Real Estate Investment Transactions (Cost Segregation, Tax Free Exchanges, etc.)
- International Tax Planning to Minimize Global Effective Tax Rate
BUSINESS ADVISORY SERVICES
- Business Formation and Growth Strategies
- Business Succession Planning
- Buying and Selling a Business
- Financial Planning
- Investment Review
- Employee Benefit/Incentive Plan Advising
- Bank Notes and Solvency
- Assistance in Obtaining Financing
- Entity Selection, Structure, and Expansion
- Fraud Prevention and Detection
- Retirement Planning
- Strategic Planning
- Profitability Analysis
- Litigation Support, including Testifying as an Expert Witness in State and Federal Courts
BOOKKEEPING
Fineman West & Company offers ongoing bookkeeping support so that your financial information is recorded correctly and you can relax and focus on what is important to your business. Bookkeeping services are provided by our subsidiary company, Financable. These services include:
- CFO Services
- Record-Keeping in our Computerized Bookkeeping System
- Set Up of Chart of Accounts
- Monthly Financial Reports
- Payroll Taxes
- Internal Control Procedures
- Document Retention Policy Implementation
- Business License Renewals
- Sales Tax Forms
- Business Tax Forms
- Year-End 1099 Forms
BUSINESS MANAGEMENT
We are business managers that not only take your business into consideration but lifestyle as well. We care about you, your financial goals, your financial stability, your future and your legacy.Our team can free up your time, make sure you stay on track and help increase your profits by taking on all the daily, weekly, monthly and yearly financial challenges of running a small- or mid-sized business. Based on your company’s needs, we’ll do the following for you on a monthly or quarterly basis:
- Managing cash flow, budgeting and projections
- Bookkeeping and accounting
- Budgets and bill payments
- Back office support
- Payroll processing and management
CFO SERVICES
Fineman West will also step in as your committed CFO and serve as the nucleus of your business. We are liaisons to your circle of trusted advisors: legal counselors, business managers, insurance brokers, lenders and others. If there are gaps in your team, we’ll fill them with experienced professionals who will get the job done right and relieve you of stress.
List of services:
- Risk management
- On-demand CFO services
- Financial consulting, forecasting and analysis
- Strategic cash planning
- Comprehensive tax planning
- Project-based services, including mergers and acquisitions, raising capital, due diligence, etc.